Deleting a Report Group

How to permanently remove a Report Group from your company's list

Christa Moody avatar
Written by Christa Moody
Updated over a week ago

What is a Report Group?

Report groups are groups of pages that are used to create your quotes/proposals.
The pages in your report group will determine what pages are included in your quotes.


Deleting a Report Group

To delete a group:
1. Go to the Designer and view the Report Groups tab
2. Select the Report Group you'd like to remove
3. Click 'Delete Group'.


Note: This will permanently delete this report group for everyone in your company. The Company Pages will still be available to use in other report groups.
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Enterprise users also have the option to hide report groups so they don't show in your list, rather than deleting them.
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Hope this helps - let us know if you have any questions!

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