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