Create Portfolio Groups

Portfolio Groups are useful to organize your hotels. You may want several groups in order to see different performance levels, or just one group in order to see statistics for all of your hotels. Your Portfolio (and Comparison) Groups also control the hotels that are available for you to select from your Dashboard, Reports, Reviews, and Social Tabs.

You can have a hotel in more than one Portfolio Group, so feel free to organize your hotels into whatever groups you need. When you modify a Portfolio Group, it may take up to 24 hours for the data to load.

Here’s how to create a new group:

1. Click Add Portfolio Group from the upper part of your Visual/ Table View
2. Select how you’d like to choose your hotels
   1. For Brand/Region: use the options that appear to create a Portfolio Group, and skip to step 6
   2. For specific hotels: go to step 3
3. Click New Portfolio Group & enter the name you’d like for this group at the top
4. In the search field, begin typing the name of your hotel. Click a hotel in the list of suggestions to select it.*
5. Repeat Step 4 until you’ve added all the hotels you’d like in this group.
6. Click Save

*Note: If you have trouble finding a hotel in this list, consider omitting common words in hotel names like the, of, by, hotel, etc. If you still have trouble finding the hotel, contact our support team at [e-mail], and we’ll help locate and add the hotel to the Portfolio Group for you.

You can also edit groups by clicking the pencil next to the name of the portfolio in the list of groups under table view.