Add and edit business unit categoriesLast updated on 09/09/2022
Use business unit categories to group your business units (BUs) by trade and division. You can view dashboard metrics and run reports by trade and division, giving you additional ways to measure your business performance.
For example, if your business services the HVAC and electrical trades, you can run reports on the sales divisions of both trades, or filter a report for all BUs assigned to your electrical trade.
Things to know
You can assign a BU to a single trade and a single division.
By default, administrators can edit business unit categories. To grant access for other users, set permissions for an employee and select the Edit Business Units permission.
Business unit categories are optional. They’re used for report and dashboard filtering and don’t affect dispatching or your job workflow.
Add a business unit category
Before you can assign BUs to a trade or division, add your business unit categories:
Go to the navigation bar and click Settings
.From the side panel, go to Operations >Reporting Settings.
On the Business Unit Categories tab, under Trades or Divisions, click Add.
A pop-up opens.
In the Name field, enter the name of the trade or division you want to create.
When you’re finished, click Save.
Assign a business unit to a business unit category
When you’re done adding your trades and divisions, you can assign your BUs to them:
Go to the navigation bar and click Settings
.From the side panel, go to Operations > Business Units.
Click Edit for the BU you want to edit.
From the Trade and Division dropdowns of the Edit Business Unit Details tab, select the trade and division for the BU.
When you’re finished, click Save.
.
Edit a business unit category
You can deactivate or rename a business unit category. A category must be active to use it in report filtering. To edit a business unit category:
Go to the navigation bar and click Settings
. From the side panel, go to Operations > Reporting Settings.
On the Business Unit Categories tab, click Edit for the category you want to edit.
Make changes to the business unit category:
Name—Edit the name of the category
Active—Click the toggle to activate or deactivate the category
When you’re finished, click Save.
Filter a report by business unit categories
When you have the option to filter a report by BU, you can also filter by business unit category:
When you run a report, set the filters for your report.
Under Business Unit, click Filter
and select the business unit categories you want to include. You can select multiple items from the different category types. When you’re finished, click Filter.
Click Run Report.
and select the business unit categories you want to include. You can select multiple items from the different category types. 
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.