Deleting a Report Group

How to permanently remove a Report Group from your company's list

Christa Moody avatar
Written by Christa Moody
Updated over a week ago

What is a Report Group?

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.

Deleting a Report Group

To delete a group:
1. Go to the Designer and view the Report Groups tab
2. Select the Report Group you'd like to remove
3. Click 'Delete Group'.

Note: This will permanently delete this report group for everyone in your company. The Company Pages will still be available to use in other report groups.
Enterprise users also have the option to hide report groups so they don't show in your list, rather than deleting them.
Hope this helps - let us know if you have any questions!

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