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.

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.

Click on a Report Group to select it, then simply drag any pages you'd like to include into your Report Group.

Now that your Report Group contains some pages, you can use it to render proposals in your projects!

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!

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