How to Create Key Data Custom Unit Groups

If Key Data doesn't have a filter you are looking for, you can create custom unit groups.

General Filters

With Key Data Dashboard, you can filter data by using our General Filters, which appear in the Filters Ribbon on the right-hand side of reports. These filters include Bedrooms, Unit Type, Sleeps, Unit Location, Amenities and Areas.

However, you may want to use filters that Key Data does not track. For example, you may have multiple units with Golf Carts, units in a specific building, or units belonging to one owner. That's where Key Data's Custom Unit Groups come in.

Custom Unit Groups allow you to group together any number of units and name the group. When you view Key Data reports, you can filter data by accessing your Custom Unit Groups in the Filters Ribbon.

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You can access Settings > Custom Unit Groups by opening the navigation bar and selecting Custom Unit Groups.

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Click Add New to create a new Custom Unit Group.

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Name the Custom Unit Group by filling out the View Name field. We recommend making it as descriptive as possible so when you see the group later on, you can remember which units are in it.

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Select the units you want to add to your Custom Unit Group in the left column below the view name. By clicking the check box next to the unit name, you have selected the unit. Use the search bar to find a unit by market, unit name, or alias.

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Next, add your units to the Custom Unit Group by moving your selected units to the right column. Use the right arrow in the center of the page to do this. If you want to remove a unit from the Custom Unit Group, use the left arrow.

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When you've added all of your units to the Custom Unit Group, click Submit.

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The next time you use a report, access your custom unit group by opening up the Filters Ribbon and using the Custom Unit Groups drop-down menu.