What is a Custom Group in ProManage?

A Custom Group is a named set of locations (Business Profiles/Listings) you create so you can quickly filter dashboards, insights and reports for that exact set - without having to reselect each location every time. Use Custom Groups to organize locations by region, campaign, store tier, or any business-driven criteria.

Who can use this

1. You must have Listings management permission (typically CMO or admin users).
2. If you don’t see the options below, contact your CMO or account admin to request rights.

How to create a Custom Group (UI - step-by-step)

Overview: create a group from the Listings page by selecting locations and saving them under a group name.

Step 1:

1. Go to Listings.
2. Open Admin Actions
3. Click the Admin Actions dropdown and choose Create custom group.
4. You'll see the below pop-up.

Step 2:

1. Download Template to get the Excel/CSV file.
2. Template typically requires a single column with the header Business ID (one Business ID per row).
3. Populate the excel template.
4. Paste the Business IDs (exact IDs as shown in ProManage) - one per row.
5. Save the file (CSV or the platform’s required format).

Step 3:

1. Use "Upload Template" to upload the completed template.
2. Name the group.

1. Enter the Group Name and optionally mark as Focus Group.

Step 4:

1. Click Submit to create the group.
2. The system validates the file and will show errors for any invalid Business IDs. Fix and re-upload if needed.

Result: after validation the group is created and available in the Location Filter under Custom Groups and can be applied to dashboards and reports. Bulk operations may take a few moments for processing.

Editing & deleting a Custom Group

1. Edit Group: Listings → Action → select the group → Edit (delete selective listings or edit group name).

1. Delete group: From the same Edit screen choose Delete and confirm. Deletion removes the group but not the underlying listings.

Focus Group (what it means)

1. Marking a group as Focus Group flags it for executive-level reporting (for example, reports sent to CMO users).
2. Use Focus Groups for high-priority location sets (pilots, flagship stores, top performers).

Best practices

1. Name clearly: include region/type and timeframe if applicable (e.g., NorthRegion_Top100 or Q4_Promo_Stores).
2. Keep groups focused: one purpose per group (e.g., “Top 50 Stores” not “Top 50 + All Malls”).
3. Use Focus sparingly: reserve for groups used in recurring executive reports.
4. Validate Business IDs: ensure IDs in bulk uploads match ProManage exactly to avoid upload errors.
5. Maintain periodically: review groups quarterly to remove closed/irrelevant listings.

Troubleshooting & Tips

1. Upload errors: check for typos, extra columns, or non-existent Business IDs in the template.
2. Groups not appearing in filters: confirm you clicked Create Group and refresh the page; verify you have Listing permissions.
3. Unable to select locations after choosing a Custom Group: this is expected - Custom Groups and hierarchical location picks are mutually exclusive. Clear the Custom Group selection to re-enable location-based filters.
4. Need assistance: contact your ProManage administrator or the support team with the group name and sample Business IDs.