Report Folders

Created by Jake Baker, Modified on Mon, 12 Feb 2024 at 03:32 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. 


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. 

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