The Office Production Analysis Summary by Month report now supports region as both an available column and a group-by option. This allows users who manage multiple region to segment and compare production data by region directly within the report — without needing to export data or run separate reports per office.

What's New

Two additions have been made to the report configuration modal:

• Available columns — a new region checkbox lets you include division as a filter in your report output
• Group by section — region is now available in the group1 and group2 dropdowns, so you can group report results by region

How to Use the Division Parameter

1. Go to Reports in the main navigation.
2. Open Office Production Analysis Summary by Month.
3. In the report configuration modal, scroll to the Parameters section.
4. Check the region checkbox.
5. Complete any other desired field selections and click Preview or Send Email and Preview.

The report will now include region as a filterable column in the output, allowing you to see production data broken down by region.

How to Group Results by Region

1. In the same report configuration modal, scroll to the group by section at the bottom.
2. Click the dropdown for group1 or group2.
3. Select region from the list.
4. Click Preview or Send Email and Preview.

Need Help?

If division is not appearing correctly in your report results, contact support with the following:

• Your account name
• A screenshot of your report configuration
• The result you are seeing vs. what you expected

If you need further assistance, contact AccountTech support.