Report Folders

Created by Jake Baker, Modified on Mon, 12 Feb at 3:32 PM by Ashleigh Whitworth

This article explains the process of amending the Report Folders structure. Report Folders help you to categorise and organise reports, making it easier to find the relevant one. 


TABLE OF CONTENTS


Creating Report Folders

Editing the folder structure for reports can be done following the below steps:

  1. Navigate to a report, or open up a fresh report screen
  2. Click "Save"
  3. Click the icon by "Folder"
  4. Click the Green "+" icon by the folder you'd like to add a sub-folder to. (If you've not set folders up before, there will just be the default "root" folder)
  5. Name your sub-folder and save




Saving Reports to A Folder

Once you have configured the folder structure to your requirements, you can then begin to save reports to specific folders. Follow the below steps to do so:

  1. Once you have configured your report, click "Save"
  2. Give your report an appropriate name
  3. Click "Folder"
  4. Choose the relevant folder
  5. Click "Save Changes" or "Create Template" depending on if you are creating a fresh report or overwriting an existing one



Did you know: You can follow the above process to move existing reports into different folders too - just change which folder the report is within. 


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article