What are Source Groups?
If you have many data sources and want to report on them together, Source Groups can help.
Source Groups let you combine multiple sources into one group so you can:
Aggregate metrics without custom formulas.
Report on cross-channel or single-source data more efficiently.
Keep your reporting organized and easier to manage.
Note: Source Groups are created and managed in the Organize space. You will find the "Organize" left-side navigation bar in the "Aggregations" section
How to Create a Source Group
The Rollup agent is built specifically for this. Tell it which integration and which accounts to include, and it will create the source group and start the sync. For agencies managing dozens of accounts, Rollup can set up the entire group from a list in one conversation. Learn about IQ Agents