This feature is currently only available to users who are part of the beta program.
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In this article, you will learn how to view data from your franchise sub-accounts in your reports, right from your HQ account.
When you run a franchise, the numbers you care about rarely live in one place. Instead of switching into each location to pull the same report over and over, Workiz lets you turn any report into a roll-up of your HQ and sub-account data with one toggle, then filter or group it by location to see exactly how each one is doing.
Before you begin
- A franchise HQ account: You'll need to be signed in to your HQ account with the Franchises add-on and at least one sub-account. To learn more about setting up franchise accounts, please see this article.
- Access to reports: Sub-account data is available in the new reports, including built-in reports and custom reports. Legacy reports aren't supported.
Showing sub-account data in a report
By default, reports in your HQ account only show HQ data. To include your sub-accounts:
- From the sidebar menu, select Reports
- Open the report you want to view (non-legacy)
- In the upper-right corner, turn on the Display sub-account data toggle
The report refreshes to show data from your HQ account and all of its sub-accounts. A Sub-account column shows which location each row belongs to.
To go back to HQ-only data, turn the toggle off.
Filtering by sub-account
To focus on one location, or a handful of them:
- Select Add filter
- Select Sub-account
- Choose the sub-accounts you want to see, then select Apply
Grouping by sub-account
To compare locations side by side, select Group by > Sub-account. Each row then represents one location, with its combined totals for the report.
Want to keep a report set up this way? Select Save as custom report so you don't have to rebuild your filters and grouping each time. To learn more about custom reports, please see this article.
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