How to add a new branch and associate properties
Adding a new branch and associating properties
Are you already a HelloReport customer with more than one branch? Reduce costs by adding a new branch to an existing account - no invitation needed.
How to add a new branch
- Go to the HelloReport website.
- Click to Branches in the HelloReport menu.
- Select Add New Branch.
- Add a branch name and location information; input a postcode or enter the address manually.
- Once complete, click Add.
- You will now have the option to add a branch logo and begin associating managed properties.
Associating properties
- Go to Branches in the HelloReport menu.
- Click the branch you wish to associate properties with.
- In the branch, go to Properties.
- Click Associate Properties.
- Select the tick box of the property you wish to associate with the branch.
- Once Associate properties has been selected, the properties will be reassigned to the branch.
- The properties will now be listed under the branch Properties. Here you can also see the latest report created.
- Report History lists all reports created at the branch.
Updated on: 11/12/2023