Create a new Report Folder

Last updated: February 17, 2023

You can create folders to sort and collect your reports.

If several of you work together, you can create a shared folder for your reports. Remember to give everyone who works with the reports access to the folder.

 

How to create a report folder

1. Navigate to Reports in the black main menu.
2. On the Reporting overview page: Click the New folder button.
3. In the New report folder form:
   • Enter a folder name and description (optional).
   • Upload a cover image for the folder from your computer, or click Find image to add an image from the free image service.
   • Click the User access tab to give other users access to the folder and the reports in the folder.
4. Click Save.  

Add and remove reports to the folder

Add: Drag and drop reports and report series to the folder.

Remove: Click the More icon (three dots) on a report or report series card and select Remove from folder to remove reports from the folder.

User Access: Reports are only available for superusers. Only superusers with user access to the report folder can open the folder.