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.

Your quotes will be organized in the order of the Pages in your Report Group, so make sure everything is listed in the order you'd like it to show up.

To re-organize the pages in a group:
1. Go to the Designer and view the Report Groups tab
2. Select the Report Group you'd like to edit
3. Click and drag your pages into the desired order

Hope this helps - feel free to message us in the chat if you have any other questions!

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