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Guide: Create a Folder

Updated today

1. Add a New Folder

a) On your Reports page, make sure you're on the Folders tab

b) Click Add and then Folder

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b) On the pop-up, enter a name for your Folder and click Confirm

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2. Add Reports or Dashboards to Folder

a) Click into Folder and then click Add

b) Click Report or Dashboard

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c) Have existing Reports/Dashboards you want to add to Folder? On the Folders tab, click and drag your Report/Dashboard into the Folder

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3. Want to remove Report/Dashboard from Folder?

a) Click into Folder

b) Inside the Folder, click and drag the Report/Dashboard to Organisation name

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c) Click on the Organisation name to be taken back to the main Folders page

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4. Want to rename or delete a Folder?

a) Click on the 3 dots to the right

b) Click either Rename

c) Or Delete

NOTE - This will also delete any Reports/Dashboards that are within this Folder. If you'd like to keep these reports, move them back into the main Folders page (see step 3)

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