---
title: Filtering reports with custom reporting groups
description: Create custom groups of brands for easy report filtering by region, specialty, and other characteristics.
---

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# Filtering reports with custom reporting groups

## Create custom groups of brands for easy report filtering by region, specialty, and other characteristics.

Enterprise users managing multiple brands in Swell can filter reports to a specific subset of brands based on criteria like region, specialty, or characteristics. You can create as many reporting groups as you like, and can apply up to 5 to any brand that you manage.

### Quick Links

[Reporting groups examples](https://support.swellcx.com/en/knowledge/filtering-reports-with-custom-reporting-groups#Reporting-groups-examples)

[Creating custom reporting groups](https://support.swellcx.com/en/knowledge/filtering-reports-with-custom-reporting-groups#creating-custom-reporting-groups)

[Assigning reporting groups to brands](https://support.swellcx.com/en/knowledge/filtering-reports-with-custom-reporting-groups#Assigning-reporting-groups-to-brands)

[Editing or deleting reporting groups](https://support.swellcx.com/en/knowledge/filtering-reports-with-custom-reporting-groups#Editing-or-deleting-reporting-groups)

[Using reporting groups in reports to gain new insights](https://support.swellcx.com/en/knowledge/filtering-reports-with-custom-reporting-groups#Using-reporting-groups-in-reports-to-gain-new-insi)

 

### Reporting groups examples

The following are some examples of how you could utilize reporting groups to gain greater insights from your data. 

- **Regions.** Adding reporting groups such as North Region, East Region, etc. would allow you to compare results across regions.
- **Specialty.** Creating reporting groups such as Dentistry, Endodontics, Orthodontics, etc. can yield insights to how different specialties perform with NPS, review rates, and more.
- **Technology used.** You can use reporting groups to distinguish between brands that use different technology. This can help you to understand if one piece of technology produces better results in generating reviews. If you have any brands that aren't utilizing Swell, for example, you could utilize reporting groups to see how Swell brands perform on metrics such as average reviews received.

Other ideas include filtering by tenure with the organization, by brand size, or by integration/tech stack. Any criterion that you find useful for reporting can be represented as a reporting group.

### Creating custom reporting groups

As an Enterprise administrator, visit **Settings \> Enterprise Admin \> Brands**.

1\. Open the **Reporting Groups** dropdown under any brand and select **Edit List**.

![](https://support.swellcx.com/hs-fs/hubfs/image-png-4.png?width=575&height=238&name=image-png-4.png)

2\. The Edit Reporting Groups sidebar will open. From the sidebar, select **Add Option**.

![](https://support.swellcx.com/hs-fs/hubfs/image-png-Nov-10-2023-06-06-24-1033-PM.png?width=343&height=196&name=image-png-Nov-10-2023-06-06-24-1033-PM.png)

3\. Type in the name of the desired of reporting group. For ideas on how to utilize reporting groups, read [Reporting groups examples](https://support.swellcx.com/en/knowledge/filtering-reports-with-custom-reporting-groups#Reporting-groups-examples). Click the checkmark to save your changes. 

![](https://support.swellcx.com/hs-fs/hubfs/image-png-Nov-10-2023-06-18-18-3659-PM.png?width=339&height=225&name=image-png-Nov-10-2023-06-18-18-3659-PM.png)

4\. Continue to add as many reporting groups as desired. When you are done adding reporting groups, click the X in the top right of the sidebar to close it. 

### Assigning reporting groups to brands

1\. Navigate to **Setting \> Enterprise Admin \> Brands**

2\. Open the **Reporting Groups** dropdown next to the brand you want to update. Select the reporting group you wish to assign to the brand. 

![](https://support.swellcx.com/hs-fs/hubfs/image-png-Nov-10-2023-06-27-20-7756-PM.png?width=524&height=323&name=image-png-Nov-10-2023-06-27-20-7756-PM.png)

3\. You can continue to add additional reporting groups if more than one is applicable to the brand. You can add a maximum of five reporting groups to a brand. 

![](https://support.swellcx.com/hs-fs/hubfs/image-png-Nov-10-2023-06-28-42-9554-PM.png?width=531&height=305&name=image-png-Nov-10-2023-06-28-42-9554-PM.png)

### Editing or deleting reporting groups

Changes made to reporting groups can take up to one hour to reflect in reports.

1\. To edit existing reporting groups, open the **Reporting Group** dropdown and select **Edit List**. 

![](https://support.swellcx.com/hs-fs/hubfs/image-png-Nov-10-2023-06-59-15-2588-PM.png?width=526&height=373&name=image-png-Nov-10-2023-06-59-15-2588-PM.png)

2\. The **Edit Reporting Groups** sidebar will open. To change the name of an existing reporting group, open the actions menu to the right of the reporting group you wish to edit and select **Edit**. 

![](https://support.swellcx.com/hs-fs/hubfs/image-png-Nov-10-2023-07-01-44-6761-PM.png?width=338&height=138&name=image-png-Nov-10-2023-07-01-44-6761-PM.png)

3\. Once you've finished changing the name of the reporting group, select the checkmark to save your changes.

![](https://support.swellcx.com/hs-fs/hubfs/image-png-Nov-10-2023-07-02-48-4845-PM.png?width=339&height=50&name=image-png-Nov-10-2023-07-02-48-4845-PM.png)

4\. If you want to delete a reporting group, open the actions menu to the right of the reporting group and select **Delete**.

![](https://support.swellcx.com/hs-fs/hubfs/image-png-Nov-10-2023-07-05-01-6385-PM.png?width=339&height=136&name=image-png-Nov-10-2023-07-05-01-6385-PM.png)

### Using reporting groups in reports to gain new insights

Reporting groups make it easy to filter data down to subsets of information that are interesting to you. For example, you could use reporting groups to view data for just your endodontic practices, or to look at orthodontic practices in your West Region. 

1\. Navigate to your enterprise dashboard. 

2\. Click the **Report Groups** dropdown in the filter sidebar. Select the group(s) that you want to see data for. 

![Screenshot 2025-01-17 at 1.48.26 PM](https://support.swellcx.com/hs-fs/hubfs/Screenshot%202025-01-17%20at%201.48.26%20PM.png?width=260&height=297&name=Screenshot%202025-01-17%20at%201.48.26%20PM.png)

3\. If you have selected multiple groups, you can adjust how results are filtered by using the **Match Any / Match All** selector. 

- **Match Any** is more inclusive. It includes all brands that belong to at least one of the selected groups. 
    - For example: "Brands from the South region plus brands from the East region."
- **Match All** is narrower and only shows brands that belong to all of the selected groups. 
    - For example: "Brands in the Endodontic speciality that are in the East region."

 

 

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