Once your account has at least one Group, you’ll see new options for assigning reports to Groups—whether manually or automatically—depending on how you order reports in Yardstik or via integrated platforms.
Manually Assigning Reports in Yardstik
When your account has at least one Group, users will be able to select a Group when ordering reports via the Yardstik form or importing a file.
If the user is a Group Member, they’ll see a list of the Group(s) they belong to.
If the user is not a Group Member in any group, they’ll see all Groups in the account.
Assigning Reports via Integrations
Bullhorn