In Reports.re, cards are organized into groups to help you categorize and manage them efficiently. Whether you're assigning a card to a group for the first time or reassigning it later, the process is simple and flexible.
When you assign or change a group, the card's custom ID will automatically update to the next number in that group—keeping everything orderly and easy to track. You can also change the suggested ID if needed.
1. Assign a Group to a Card (When It Has No Group)
- Open the card you want to assign.
- Click the "Edit Card" button.
- Choose the appropriate group from the list.
- Click "Save" to apply the change.
2. Change or Update a Card’s Group
You can update a card’s group in two ways:
Via the "Edit Card" button:
- Open the card.
- Click "Edit Card".
- Select a different group from the list.
- Click "Save" to apply the change.
Via the group label:
- In the card list view, double-click on the current group label.
- Choose a new group from the dropdown.
- Click "Save" to apply the change.
Custom ID Behavior
- When you assign or change a group, the system will suggest a new custom ID based on the latest number in that group.
- This helps keep IDs sequential and unique within each group.
- If you prefer, you can manually enter a custom ID instead of using the suggested one.
3. Bulk Edit Group for Multiple Cards
- In the card list, use the checkboxes to select multiple cards.
- Click the "Edit Groups" button at the top.
- Choose the group you want to assign.
- Click "Save" to update all selected cards.
Conclusion
Grouping your cards helps streamline content organization and management in Reports.re. Whether you're working with a single card or hundreds, assigning and updating groups keeps your workspace efficient and well-structured.
Use the bulk editing feature to save time when managing multiple cards, and remember—you can always change the suggested custom ID if you have a specific number in mind.