Introduction

Regions let you group your store locations by area—like East, West, or Central—so you can view reports and manage stores more efficiently. This guide shows how to set up new regions in both XSiteIO and XSite Classic.

Adding a Region in XSiteIO

1. Click the settings icon in the bottom-left corner of the screen.
2. From the popup menu, select ‘Regions’.
3. In the ‘Id’ column, enter a number to identify the new region.
4. In the ‘Name’ column, enter a name for the region (e.g., Eastern Region).
5. In the ‘Category’ column, use the dropdown to pick one of the following:
   1. Default – general grouping for sites
   2. Reporting – for custom reporting groups
   3. District – for local area divisions
   4. Province – for provincial grouping
   5. State – for state-level grouping
   6. Area – for flexible use
6. Click the ‘Add’ button to save the region.

Adding a Region in XSite Classic

1. Go to ‘Administration’ in the left-hand menu.
2. Select ‘Regions’.
3. In the ‘Id’ column, enter a number to identify the region.
4. In the ‘Name’ column, type the name of the region.
5. In the ‘Category’ column, use the dropdown to choose one of the following:
   1. Default
   2. Reporting
   3. District
   4. Province
   5. State
   6. Area
6. Click the ‘Add’ button to save your new region.