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Report folders - Product News

Organise Data Reports into folders, choose who sees each folder, and assign a Report to a folder from the list or from inside the Report.

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ForAdministrators

Folders for your reports

With Can create/update reports you can now organise Report > Data reports into folders.

  • Select New folder, name it, and choose who can see it: Private, Organisation wide, or Restricted to specific Admin groups once your organisation has an Admin Group besides the Default Group. Each folder shows its visibility as a badge beside its name.
  • Select Edit beside a folder to change its name or who can see it, or Delete to remove it. Deleting a folder moves its Reports to No Folder; it never deletes a Report.
  • Select Assign to Folder on a Report's row, or the folder name under a Report's name when it's open, to file it in a folder, move it to No Folder, or create a new folder as you go.

Administrators without Can create/update reports see the folder name inside a Report, but can't change it.

See Data Reports.