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Guide: Create and Add to Folders

Updated over a month ago

Add a New Folder

  1. On your Reports page, make sure you're on the Folders tab

  2. Click Add and then Folder

    Screenshot 2024-12-10 at 17.31.34.png

  3. On the pop-up, enter a name for your Folder and click Confirm

    Screenshot 2024-12-10 at 16.57.36.png

Add Reports or Dashboards to Folder

  1. Click into Folder and then click Add

  2. Click Report or Dashboard

    Screenshot 2024-12-10 at 17.37.53.png

  3. If you have existing Reports/Dashboards you want to add to a Folder, on the Folders tab, click and drag your Report/Dashboard into the Folder

    Screenshot 2024-12-10 at 17.01.12.png

    Screenshot 2024-12-10 at 17.03.04.png

Remove Report/Dashboard from Folder

  1. Click into Folder

  2. Inside the Folder, click and drag the Report/Dashboard to Organisation name

    Screenshot 2024-12-10 at 17.06.44.png

  3. Click on the Organisation name to be taken back to the main Folders page

    Screenshot 2024-12-10 at 17.08.02.png

Rename/Delete a Folde

  1. Click on the 3 dots to the right

  2. Click either Rename

  3. 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

Screenshot 2024-12-10 at 17.16.25.png
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