> For the complete documentation index, see [llms.txt](https://smartbooks.gitbook.io/smartbooks-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://smartbooks.gitbook.io/smartbooks-docs/welcome/quickstart/report-groups-and-reports-quick-guide.md).
# Report groups and reports (Quick guide)
Smartbooks allows you to organize reports using **report groups** and customize individual reports to match your reporting needs.
This section explains **where** to create report groups and **how to access** report editing screens.
### Creating and managing report groups
Report groups are used to organize reports in the reporting overview.
To access report groups:
1. Navigate to **Settings → Reports**
2. On the left side of the screen, you will see all existing report groups
3. From here, you can:
* Create new report groups
* Rename existing groups
* Reorder or remove groups
### Creating reports
Reports are created as **report cards** within a report group.
To create a report:
1. Open a report group
2. Click the **➕ (plus)** icon
3. Select the type of report you want to create (for example: table, chart, or dashboard)
You will automatically be taken to the report editor after selecting a report type.
### Editing reports
To edit an existing report:
1. Open the report
2. Click the **settings icon (⚙️)** in the top-right corner
This opens the report configuration screen where you can adjust the report structure and settings.
#### Learn more
If you want a more in-depth explanation of report configuration options, report types, and dashboards, please refer to the **Reports and Dashboards** section in the advanced documentation.
