General Setup
Configure grouping in automation settings by selecting a placeholder/variable as the grouping key. The system then organizes line items according to values for that variable. Example: Grouping by “Status” variable creates separate sections for each status value.Styling Options
Group headers support customization via a gear icon menu:Manual Sorting
When selecting manual sort order, you can specify group values and their sequence. Unmentioned values appear afterward in alphabetical order.Group Calculations
Calculations generate summary rows below each group for numeric/currency columns.Supported Operations
Configuration Options
Group calculations only work for number or currency number columns. Number format is automatically detected and maintained.
FAQ
What determines sort order?
What determines sort order?
Groups sort alphabetically, reverse alphabetically, or manually per configuration.
Can I have multiple calculation rows?
Can I have multiple calculation rows?
Yes, you can configure multiple calculations (e.g., both Sum and Average) for each column.