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Store Groupings let you organize your restaurants into custom groups that make sense for your business. You can create groups based on location, concept, management structure, or any other criteria. Once configured, these groups can be used to analyze data across the P&L, Sales Comparison Report, and Purchase Report.

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What you will learn

  • Creating your first group
  • Best practices
  • Advanced features
  • Using store groupings on reports
  • Permissions

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Setting up store groupings

  1. Navigate to Setup > Store Groupings
  2. Click Create a Group to begin

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Creating your first group

When creating a group, you will need to specify:
  • Group Name: A descriptive name for your group (e.g., “DC,” “Boston,” “Concept A”)
  • Group Category (optional): Organize similar groups under a category (e.g., “Location,” “Concepts,” “Area Managers,” “Regions”)
  • Stores: Select which restaurants to include in this group
Once you have configured your group, click Create Group.

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Creating Your First Group

When creating a group, you’ll need to specify:
  • Group Name: A descriptive name for your group (e.g., “DC”, “Boston”, “Concept A”)
  • Group Category (optional): Organize similar groups under a category (e.g., “Location”, “Concepts”, “Area Managers”, “Distribution Centers”, “Regions”)
  • Stores: Select which restaurants to include in this group
Once you’ve configured your group, click “Create Group”.

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Managing Groups

From the Store Groupings page, you can:
  • Edit existing groups to change names, categories, or store assignments
  • Delete groups you no longer need
  • View all stores assigned to each group
Note: You can only edit or manage groups where you have access to at least one store in that group.

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Best practices

  • Plan your categories: Think about what groupings will be most useful for your reporting needs before creating groups.
  • Assign all stores: Make sure every store is assigned to a group within each category for complete reporting.
  • Use descriptive names: Clear group names make it easier to find the right data when looking at reports.
  • Review regularly: As your business changes, update your store groupings to match your current structure.

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Advanced features

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Restricting group category access

For sensitive groupings (such as performance-based categories), you can restrict access to specific users:
  1. When creating or editing a group category, select Restrict access to this category.
  2. Choose which specific users should have access.
  3. Save your changes.
Only the selected users will be able to view and use this group category in reports.

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Uncategorized groups

You can create one-off groups without assigning them to a category. This is useful for ad-hoc analysis or temporary groupings.

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Using store groupings on reports

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Using Store Groupings on Reports

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P&L Report

Store Groupings appear in the store selector on the P&L report. You can:
  • Compare Groups: Select multiple groups to view aggregate data side by side.
  • Drill Into Groups: Expand any group to see the individual stores that comprise it.
  • View Totals: Enable “Show totals on” to see a total rollup across all selected stores (works with individual stores or groups).
Export Options: When exporting, you can choose to include:
  • Total rollup across all stores
  • Group rollups only
  • Individual store details (can be included or excluded)

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Other reports

Store Groupings are also available on:
  • Sales Comparison Report
  • Purchase Report
The functionality works similarly across all reports, allowing you to analyze data at both the group and individual store level.

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Permissions

Store Groupings are available to:
  • Garde Admin, Restaurant Admin and Franchisee Accountant users
Your access to Store Groupings follows your restaurant permissions:
  • Full Access: If you have access to all stores in a group, you can select and view that group in reports.
  • Partial Access: If you have access to at least one store in a group, you can edit and manage that group’s configuration.
  • No Access: If you do not have access to any stores in a group, you will not see that group as an option.
This means users only see data for restaurants they are authorized to access.