Store Groupings allow you to organize your restaurants into custom groups that make sense for your business. You can create groups based on location, concept, management structure, or any other criteria relevant to your operations. Once configured, these groups can be used to analyze data across the P&L, Sales Comparison Report, and Purchase Report.
What You'll Learn
- Overview Video
- Creating Your First Group
- Best Practices
- Advanced Features
- Using Store Groupings on Reports
- Permissions
Overview
Setting Up Store Groupings
Navigate to Setup > Store Groupings
Click "Create a Group" to begin
Creating Your First Group
When creating a group, you'll need to specify:
Group Name: A descriptive name for your group (e.g., "DC", "Boston", "Concept A")
Group Category (optional): Organize similar groups under a category (e.g., "Location", "Concepts", "Area Managers", "Distribution Centers", "Regions")
Stores: Select which restaurants to include in this group
Once you've configured your group, click "Create Group".
Managing Groups
From the Store Groupings page, you can:
Edit existing groups to change names, categories, or store assignments
Delete groups you no longer need
View all stores assigned to each group
Note: You can only edit or manage groups where you have access to at least one store in that group.
Best Practices
Plan Your Categories: Consider what groupings will be most useful for your reporting needs before creating groups
Assign All Stores: Ensure every store is assigned to a group within each category for complete reporting
Use Descriptive Names: Clear group names make it easier to identify the right data when analyzing reports
Review Regularly: As your business changes, update your store groupings to reflect current organizational structure
Advanced Features
Restricting Group Category Access
For sensitive groupings (such as performance-based categories), you can restrict access to specific users:
When creating or editing a group category, select "Restrict access to this category"
Choose which specific users should have access
Save your changes
Only the selected users will be able to view and use this group category in reports.
Uncategorized Groups
You can create one-off groups without assigning them to a category. This is useful for ad-hoc analysis or temporary groupings.
Using Store Groupings on Reports
P&L Report
Store Groupings appear in the store selector on the P&L report. You can:
Compare Groups: Select multiple groups to view aggregate data side-by-side
Drill Into Groups: Expand any group to see the individual stores that comprise it
View Totals: Enable "Show totals on" to see a total rollup across all selected stores (works with individual stores or groups)
Export Options: When exporting, you can choose to include:
Total rollup across all stores
Group rollups only
Individual store details (can be included or excluded)
Other Reports
Store Groupings are also available on:
Sales Comparison Report
Purchase Report
The functionality works similarly across all reports, allowing you to analyze data at both the group and individual store level.
Permissions
Store Groupings are available to:
MarginEdge Admin, Restaurant Admin and Franchisee Accountant users
Your access to Store Groupings follows your restaurant permissions:
Full Access: If you have access to all stores in a group, you can select and view that group in reports
Partial Access: If you have access to at least one store in a group, you can edit and manage that group's configuration
No Access: If you don't have access to any stores in a group, you won't see that group as an option
This ensures that users only see data for restaurants they're authorized to access.