What are Report Groups?
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.
β
Report Groups must contain at least one Company Page in order to render proposals.
How do I add Pages to my Report Group?
To add Pages to a Report Group, first go to the Designer and take a look at the Report Groups tab.
β
Click on a Report Group to select it, then simply drag any pages you'd like to include into your Report Group.
β
Now that your Report Group contains some pages, you can use it to render proposals in your projects!
β
For more information about editing report groups, check out this article.
If you have any further questions, feel free to message us on the chat!