Tips & Tricks: Report Groups

Report Groups allows users to separate lines from a quote creating a base bid and alternates.

1. If you create a quote with a Base Bid and Non Siemens products the information is lined up in this order on a proposal.  The proposal shows the Base bid and Non Siemens products before the Report Groups. The Non Siemens Products show last.  If a quote has no base bid lines and multiple Report Groups and Non Siemens products will show up first. To organize the quote users can add a report group to the Non Siemens products. Report Groups show up in numeric / alphabetical order.  Create the Report Groups using capital letters.

2. If the list of report group is more, search option is provided to filter and then assign them to a line item