Create Properties to Use When Running Reports on Multi-Entities

Overview

The Admin, Leaders, and Managers of the Qvinci account can create properties to group the entities. These properties allow for the ability to group similar types of entities for ease when reporting.

Default Properties

There are seven (7) System Default Properties in the Qvinci application. System Properties typically come from the accounting file that is synced to the Entity, with the exceptions of Founded Date and Employee Count. These properties cannot be deleted but are editable if they contain ranges.

The System Properties are:

City
Country
State
Founded Date
Net Income (Last FY)
Number of Full-Time Employees
Revenue (Last FY)

Custom Properties

Admin, Leaders, and Managers within Qvinci may create custom properties in order to further filter Entities during reporting. Custom properties enable users to group a sub-set of Entities and to generate reports on that sub-set. A custom property is a non-financial property that is tied to each Entity. A maximum of 20 custom properties may be created per Qvinci Company. Some examples of custom properties are franchise consultant, square footage, population demographics, territories/regions/districts/divisions, etc.

Create the Custom Property Category

Step 1. From the menu select Manage > Properties.

Step 2. Migrate to the Custom Properties section.

Step 3. Click the Create New Property button, This is the property category and not the individual properties.

Step 4. On the page that appears, fill out the Property Name, Property Type, and Description (the Type is either a Date, Number, or List. If the property is not tracking a Date or Number then List is always the appropriate selection).

Step 5. Save the Property category.

Enter Custom Property Options Into the Category

Step 1. Enter the individual options within that property that belong for assignment.

A. If you selected a List type, then insert the name of the first option and continue to add options until all name selections exist. Once finished with your list, press Save.

B. If you selected a Date type, then insert the ranges for the date and continue to add options until all ranges exist. Once finished with all of your date options, press Save.

C. If you selected a Number type, then insert the specific number for the selection and continue to add options until all number selections exist. Once finished with your different numbers, press Save.

Step 2. Additional property options may be added at any time.

Once the properties and options are created, the Admin, Leaders, or Managers may begin assigning properties to Entities. They may also set up advanced permission groups in order to add Company-level Viewers to one or more filter groups.

Have Questions?
We're More Than Happy to Help

Schedule a call with Customer Success below, email us at support@qvinci.com or call us at 1-512-637-7337 Ext. 1 Available M-F, 7:30am-6:30pm CT and it is always FREE!

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