Using Locations, you’ll be able to filter insights reports by a location. This is helpful for practices who have teams in multiple locations.
Note: This is available for Partners on the Practice Advanced plan.
Locations
You can create a location by:
Navigating to My Team and then Locations.
Enter the name of the location.
Click Create.
To add a colleague to a location:
Navigating to My Team and then Colleagues.
For the colleague you’d like to add a location to, select Manage and then Edit User Details.
Under the Practice Location, select a location from the dropdown list and click Save.
Note: A colleague can only be added to one location.
To delete a location:
Navigating to My Team and then Locations.
Click the red ‘X’ next to the location you’d like to delete.
Confirm you’d like to delete the location by clicking Proceed.
Note: You can also bulk delete locations by selecting the locations you’d like to delete using the checkbox, and then clicking Delete selected.
Filtering using Insights
To filter by a team or location:
Navigate to Dashboard and then Practice Insights.
Click the Filter button and select the Locations you’d like to see from the dropdown menus.
Click Apply.
