Personal groups

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Set up your own group of locations for reporting purposes. These groups are visible only to you but the groups share all of the reporting functionality of a portfolio group.

Note: The Personal Group functionality is available to users of all access levels, including the following types of users:
  • System admin users
  • General uses
  • View only users
  • Engineer admin users
  • Engineer users
  • Engineer view only users
However, personal groups are not available to location and facility level users, or users who manage only one location.

Creating a personal group

To create a personal group, complete the following steps:
  1. Click the profile icon and click My Groups to open the My Groups page.
  2. In the My Groups grid, click Create Personal Group.
  3. Assign a name to the group.
  4. Select locations. You can select multiple locations. Search for the location name or its address. After all of the required locations are found and added, click Confirm to add them to the list of selected locations.
    Note: The Locations form returns the top 200 items in the search result. If you cannot find a location, try to limit the search result by entering more specific search key words.
  5. Click Save.

Creating a personal group from a copy

To create a personal group from a copy of an existing group, complete these steps:
  1. Click the profile icon and click My Groups to open the My Groups page.
  2. In the My Groups grid, click Create Personal Group.
The newly created personal group is available on your My Groups page .All location memberships of the existing group are replicated in the new personal group.
Note:
  • The copy function applies only to a group that contains at least one location.
  • This feature is not available to a group that is a parent group of another group or an empty group that doesn’t contain any locations.

Updating locations members of a personal group

  1. Click the profile icon and click My Groups to open the My Groups page.
  2. In the My Groups grid, select a group to update, click Actions and select Group Memberships.
  3. In the Personal Group Memberships grid, choose from the following options:
    • Click Create New to add a new member.
    • Click Edit Membership or Delete Membership to update the locations members in the group.

Maintaining personal groups

On the My Groups page, when you select a personal group, you can select several group management operations from the Actions menu. For example, you can change the group name, create a copy of the group, delete the group, or view the list of included locations, accounts and meters.

Reporting using personal groups

You can use personal groups in report selection criteria when you run a report. You can also use them in global search, and you can view personal groups in several dashboards. Personal groups appear in the My Groups category in the organization hierarchy.

Note: When you create a personal group, most of the functionality is available immediately. However, viewing the data of a personal group might not be available for 24 hours until after the data mart is refreshed.