Grouping & aggregating quotes

The quotes table lets you group rows by column values so you can view and summarise quotes by status, assignee, valuer, or other fields. When rows are grouped, the Quote Amt column automatically shows a subtotal for each group.

The row groups bar

A drop zone labelled Drag columns here to group is always visible above the grid. When grouping is active, the grouped column names appear as chips in the bar. You can manage your groups directly from this bar without opening any menu.

Enabling grouping

There are two ways to group by a column:

Right-click method:

1. Right-click the column header you want to group by.
2. Choose Group by this column.

Drag-and-drop method:

1. Click the Columns button in the toolbar to open the Columns panel.
2. In the Row Groups section, check the column you want to group by — or drag a column name from the list directly into the row groups bar above the grid.

The following columns support grouping:

• Status
• Branch
• Assignee
• Quoter
• Valuer
• Additional valuers
• Client
• Rejection/Cancellation reason

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You can group by multiple columns at once. The groups nest inside each other from left to right — for example, grouping by Status then Assignee shows each status broken down by assignee.

Expanding and collapsing groups

Click the arrow icon next to a group header to expand or collapse that group.

To expand or collapse all groups at once, right-click anywhere in the table and choose Expand all groups or Collapse all groups from the context menu. These options only appear when at least one grouping is active.

Removing grouping

Right-click method:

1. Right-click the grouped column header.
2. Choose Remove group.

Row groups bar method:

1. Click the × on the column chip in the row groups bar.

Aggregating quote amounts

When rows are grouped, a subtotal of Quote Amt is shown in each group header row. This is a sum of all quoted fees in the group.

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The subtotal in each group header only reflects quotes that are currently visible in the table. If Show completed is off, accepted, rejected, and cancelled quotes are excluded from the sum. This also applies to other filters.

You can also manage aggregation through the Columns panel:

1. Click the Columns button in the toolbar to open the Columns panel.
2. In the Σ Values section, you will see Quote Amt when it is active.
3. Check or uncheck it to add or remove the subtotal from group headers.

Changing the aggregation function

Quote Amt defaults to Sum, but you can switch to a different function. The available functions are:

Function	Result shown in group header
Sum	Total of all quoted amounts in the group
Min	Lowest quoted amount in the group
Max	Highest quoted amount in the group
Count	Number of quotes in the group
Average	Mean quoted amount in the group
First	Value from the first row in the group
Last	Value from the last row in the group

There are two ways to change the function:

Column header context menu:

1. Right-click the Quote Amt column header.
2. Hover over Value Aggregation.
3. Select the function you want from the submenu.

Σ Values panel:

1. Click the Columns button in the toolbar to open the Columns panel.
2. In the Σ Values section, click the function name shown to the right of Quote Amt (e.g. sum).
3. Select a different function from the dropdown.

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Quote Amt is the only column in the quotes table that supports value aggregation. Other columns (such as address or date fields) cannot be added to the Values section.

Next steps

• Finding quotes — search, filter, and sort the quotes table
• Quotes table reference — full column and filter reference