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Group and Organise Report Bundles
Group and Organise Report Bundles

A guide to grouping and organising your report bundles.

Shem Bogusz avatar
Written by Shem Bogusz
Updated over a week ago

Over time it's quite possible you'll create a large number of Report Bundles. Perhaps you've got bundles for multiple clients, separate bundles for different stakeholders or just lots of variations. In this help article we look at how you can get organised with the group and sort options available for Report Bundles.



Add New Group

  1. Navigate to Reports -> Bundles.

  2. Click Add New Group.

  3. Enter Group Name and Position then click ADD NEW GROUP.
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    Add new group dialog



Order and Group Bundles

  1. Drag and Drop the Bundles in different groups and required order.
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    Darg and drop to order animation


    ​Note: πŸ’¬ you can also change the group a Bundle is assigned to via the Bundle Information. Click 3 dots menu next to RUN BUNDLE and select Edit Bundle Information.


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  2. Alternatively you can display bundles in a group alphabetically. Click settings cog next to the group name and select Sort Alphabetically. To return to your custom order repeat and uncheck the Sort Alphabetically option.
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    Sort alphabetically animation

Rename Group

  1. Click settings cog next to the group name and select Rename Group.

  2. Enter a new name and click RENAME.
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    Rename group animation

Reorder Groups

  1. Click settings cog next to any group name and select Reorder Groups.

  2. Drag and Drop to appropriate order and click SAVE NEW ORDER.
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