Using the Client Grouping feature in Sigma, you can group the clients together. The main benefit of Client Grouping is that several clients can be grouped together, thereby making it easier to generate reports that are for the clients in the group. Once several clients are grouped together, all reports for those clients in the group can be generated by executing the group instead of generating those reports separately.

Refer the following topics:

1. Creating new client group

2. Editing a client group

3. Deleting a client group

Creating new client group

Perform the following steps for Client Grouping.

1. On the home page of Sigma Studio, click Manage > Client Grouping.
   
   

   Open

   

   
   The Client Grouping screen appears as shown on the following screenshot:
   
   

   Open

   

    

2. Click the Plus icon to create a new client group.
   
   

   
   The Client Group Name screen appears as shown in the following screenshot:
   
   

    

3. Provide a unique Client Group Name in the field, e.g. TATA MOTORS.

4. Click Create, to create a new client group.
   
   

   
   The client group is created and displayed on the left-hand-side.
   
   

   
   
   

5. Select the existing Corporate Client from the search field. To create a new Corporate Client (customer), refer Creating Corporate Customers.
   
   

6. Select the Contact/ Contact Group from the drop-down list, which is already configured in User Contacts.
   
   NOTE:

   The Contact/Contact Group is an optional field and it will display the contacts that have been configured already in Studio, else it will be empty. Refer Creating Contact for more information on creating contacts.
   
   

7. Choose the channel from the Notification Channel field, for SMS select SMS option and for emails select SMTP option. In this example, SMS is chosen as the channel.
   
   

8. Select the Priority for the client group from the drop-down list. This priority determines the execution of this client group in report bursting. Here, 1 indicates lowest priority and 10 indicates highest priority.
   
   

9. Select the existing FTP data source that is configured with the server path from the Delivery Location DS drop-down list. If there is any Sub Path, it can be specified in Sub Path field.
   
   NOTE:

   The Delivery Location DS is an optional field and displays the already configured data sources in the FTP connection. Refer Connectors – FTP for more information on creating FTP datasource for delivery location.
   
   

    

10. Click Add to add the corporate client, contact, and delivery location to the new client grouping.
    
    

    
    Once Add button is clicked, the screen appears as shown in the following screenshot:
    
    

11. Click the Save icon to save the client group.
    
    

    
    A confirmation message, indicating a successful save, appears.
    
    

12. Click Ok.
    The created Client Group is added to the list.

Editing a client group

Perform the following steps to edit Client Grouping.

1. On the home page of Sigma Studio, click Manage > Client Grouping.
   
   

   
   The Client Grouping screen appears as shown on the following screenshot:
   
   

   
   
   

2. Click the existing Client Grouping, e.g. TATA MOTORS.
   The Client Grouping screen appears as shown on the following screenshot:
   
   

   
   
   

3. You can edit or delete by clicking the existing client group respectively.
   
   

    

4. To delete the existing client-contact group, click the Delete icon after hovering on it.
   
   

5. To edit, make changes to the client, contact or delivery location and click Update to save the changes to the Client-Contact-Group.
   
   NOTE:

   Here, all fields can be modified.
   
   

    

6. Click Save to save the updated Client Grouping.

Deleting a client group

Perform the following steps to delete Client Grouping.

1. On the home page of Sigma Studio, click Manage > Client Grouping.
   
   

   
   The Client Grouping screen appears as shown on the following screenshot:
   
   

2. Mouse over the existing Client Grouping to delete the group, e.g. TATA MOTORS.

3. Delete the existing group by clicking the Delete icon.
   
   

   
   A confirmation message, indicating deletion of Group, appears.
   
   

4. Click Yes.