Agreements have a box for entering a 'Branch Code'. A branch code is useful should you wish to define key areas of your business and report on them individually.
For example you may want to separate your business by company sectors such as Health Care, Education and General. You can then run reports which separates the totals by branch. Below is a list of branch reports.
To | See |
View all of the live agreement details and totals grouped by branch |
Reports > Agreements > Live > By Branch |
View details of all items currently on hold |
Reports > Agreements > Items > On Hold By Branch |
View all live item totals grouped by the sub category and branch | Reports > Agreements > Items > By Category & Branch |
View details of any sites on hold, grouped by branch | Reports > Sites > On Hold By Branch |