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Why aren’t some Quote Group totals coming through in my Word report template?

Quote Group totals won’t populate in Word if the Quote Group names don’t exactly match your Key Text Strings—check spelling, abbreviations, and make sure there are no spaces.

Updated over a week ago

🔎 What’s causing it?

Quote Groups is quite particular in so far as you MUST be consistent in your naming convention for the groups. If the total doesn't come across into the Word template, the first thing to check is the Quote Group names used in the setting up of the quote groups [Setup > Setup Pay Rates > Quote Groups], and then compare with the key text strings used on the report template.

THEY MUST BE THE SAME.


✅ Example

For example, this setup failed:

Because the Quote Group name in the setup was Downpipe, not DPipe.

Edit the template or edit the Quote Group so that both groups are exactly the same.

And the result comes through as required -


⚠️ Important note about spaces

Also note that SPACES are NOT permitted in Quote Group names. A space truncates the name and it will not process.

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