Skip to main content
Report Groups

Using Report Groups to set up your proposal template

Christa Moody avatar
Written by Christa Moody
Updated over 5 months ago

Report Groups are groups of pages that are used to render your reports/proposals. You can add, remove, edit, or rearrange the pages in your report within the Designer.  

Adding a New Report Group
To add a new group, click +Add Report Group, then give it a name.

The new group will now show up in your Report Group list. To add pages to this group, simply drag pages in from the Company Pages column.


Removing Pages From a Group
To remove a page from a group, hover your cursor over the name of the page you'd like to remove, then click the "x" icon that appears to the right. 


Re-organizing a Group  
To re-organize the pages in a group, simply click and drag them into the desired order. 

Deleting a Report Group
To delete a group, first select the group, then click 'Delete Group'.

Feel free to message us if you have any questions!

Did this answer your question?