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
Navigate to Reports -> Bundles.
Click Add New Group.
Enter Group Name and Position then click ADD NEW GROUP.
Order and Group Bundles
Drag and Drop the Bundles in different groups and required order.
Note: 💬 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.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.
Rename Group
Click settings cog next to the group name and select Rename Group.
Enter a new name and click RENAME.
Reorder Groups
Click settings cog next to any group name and select Reorder Groups.
Drag and Drop to appropriate order and click SAVE NEW ORDER.
