💡 Good to know: Folders you create in the Manager Dashboard will appear the same way in the Resorts app, with their reports nested inside.
How to create a folder
From the side navigation menu, go to Reports > View All Reports.
Select the Folders tab, then click the blue New Folder button.
In the panel that opens, give your folder a name that reflects its contents (e.g., Accident Investigation, Grooming, Health & Safety, Parks).
If this folder should sit inside another folder, select a Parent Folder from the drop-down. Otherwise, leave this blank to create a top-level folder.
Click the green Save button to create the folder.
How to Edit a Folder
From the Folders tab, click the name of the folder you want to update. The same panel will open, where you can rename the folder or change its parent folder at any time.
How to add a report to a folder
⚠️ Note: Only users with admin access to reports can edit report templates and assign them to folders.
Locate the report you want to move. You can find it in one of two places:
Reports > View All Reports, or
Pending Submissions > Reports & Inspections
Click the blue Edit Report Template button.
In the panel that opens, click the Report Folder drop-down and select the folder you want to assign the report to.
Click the green Save button at the bottom of the panel to save your changes.