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Adding groups, Create a group, Editing group members – OpenEye SaleGuard User Manual

Page 25: Excluding objects

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Creating pre-determined Groups allows you to group specific locations, cashiers, or terminals to speed
up evaluations of risk analysis and reports. Rather than set the criteria each time you want to view a
report, you can have a set group predetermined, and instantly view the data for those items without any
extraneous information.

Create a Group

1.

Click

Application

, and then click

Manage Groups

.

2.

To create a new group, click

Add

.

3.

Type a

Group Name

. The name should be something descriptive of the purpose of the group, such

as “West Side Locations,” or “Morning Cashiers.”

4.

Select a

Group Type

. This will determine the kinds of items you are including in the group

(

Locations, Cashiers

, or

Terminals

).

5.

Click

OK

.

Editing Group Members

1.

In the Manage Groups window, select the

Group

you want to edit.

2.

In the

Members

tab, select the

Locations

,

Cashiers

, or

Terminals

you want to add to the Group

in the

All Objects

field, and then click

.

3.

To remove members from the Group, select the member in the

Group Members

field, and then

click

.

4.

When you have finished selecting your group members, click

Save,

and then

Close.

Excluding Objects