Creating a New Customer Group

Users can create a new customer group via the Report Hierarchy Menu.

Type the new customer group name in the 'New hierarchy name' box in the top right hand corner and click the green 'Add' button.  Then click the blue 'Save' button.

This will create your customer group name.

Now click into the 'Select hierarchy to edit' to bring up a list of all the customers in your dataset.  Your new customer name will appear in this list.  Select this customer (group) name and any customers which are to be merged into this group.

Now you will see only these customers on your screen.

It is simply a matter of dragging and dropping the customers you wish to merge into the new customer group name.  Remember to click the blue 'Save' button to confirm and save your changes.

Back in the dashboards, you will know see your customer group name with the individual customers listed below.

It is important to note that the spend for all the customers will report in the dashboards unless individual customers within the group are selected.