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Navigating the location group overview

Updated over a week ago

The Location Groups list view shows all location groups within your organization. From this overview, you can view, search, filter, and manage groups.

You can open this overview via:
Locations → Location Groups tab


Overview – What does this list view show?

The list view displays all location groups in a table format. Each row represents one location group.

By default, the following information is displayed:

Name

  • Name of the location group

  • Clickable and opens the group's details page

  • An icon indicates the type:

    • Building for type Building

    • Project for type Project

Number of locations

  • Shows the number of locations associated with the group

  • Right aligned

  • Value is automatically updated upon changes

Address

  • Street and house number of the location group

  • Displayed on one line

  • If no address is set, the field will remain blank

If configured: Custom properties

  • Additional columns if configured organization-specifically

  • Display depends on property type


Actions

Selection

  • Select one group by clicking on a row

  • Select multiple groups using checkboxes

When you select one or more groups, an action bar will appear.

Available actions upon selection

Add locations

  • Add locations to the selected group

  • Possibility to:

    • select multiple locations

    • set a reference date for retaining invoice history

    • move locations from another group

Install meter

  • Start the meter installation wizard to link a meter to the location group

Export

  • Exports selected location groups to Excel

  • Includes name, address and number of locations

Add attachment

  • Upload documents to the location group

  • Support for:

    • multiple languages

    • visibility in the customer portal

    • validity dates (file will only be visible during this period)

    • include in welcome emails

To delete

  • Permanently deletes the location group

  • Action is irreversible

  • Locations themselves are not deleted, only disconnected from the group


Behaviors & Logic

Data renewal

The list will be updated automatically when:

  • a location group is created or deleted

  • locations are added to or removed from a group

  • name or address of a group is changed

A manual refresh is not necessary.

Search and sort

  • Search by name or address, case insensitive

  • Sort by column headings

  • Default sorting: creation date, newest first


Problem

Solution

Address column is empty

There is no address set for the group

Number of locations is 0

There are no locations associated with the group

Number of locations appears to be wrong

Check the group details page

Check if you have deleted your

Check if you have deletion rights


Why don't I see the Location Groups tab?
You do not have the required reading rights.

Why is the number of locations incorrect?
The number is calculated automatically. Check the group details.

Can I filter by number of locations?
No, this is currently not available.

What happens if I delete a location group?
The group will be permanently deleted. Locations will remain.

Can I sort by number of locations?
No, sorting is only available by name.

Why don't I see all my groups?
The list is paginated. Use search or browse through pages.

What is the difference between Building and Project?
The type determines how the group is used for reporting and billing.


  • Location group
    Grouping of service locations for management, billing, or reporting.

  • Service location
    Physical address where utility services are provided.

  • Building type
    Location group representing a physical building.

  • Project type
    Location group that proposes a project or development.

  • Custom properties
    Organization-specific additional fields for location groups.

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