Areas
The geographic grouping above buildings, and choosing the right granularity.
1. Create an area
Open the form
Go to Settings → Operations setup → Areas and press (+).
Fill in the fields
Field Required Description Name Yes Maximum 255 characters — a city, district or campus. Assign buildings
Set the area on each building.
2. Choosing the granularity
Use the level you would genuinely compare. If you would never ask how one district performed against another, one area is enough.
Moving a building between areas changes how past periods group in reports. Settle the structure before it becomes the basis of a management report.
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