Setting Up Folders for Reports
Creating a Folder
Follow these steps to create a folder for your reports:
Step 1: Head to Reports
Navigate to the Reports section.
Step 2: Open the 3-Dot Menu
In the top-right corner of the Reports section, click on the three-dot menu (⋮).
Step 3: Click "View All Reports"
From the dropdown, select "View All Reports" to open the report management view.
Step 4: Go to Folders Tab
Click on the "Folders" tab.
Step 5: Create New Folder
Click on "New Folder."
Step 6: Name the Folder
Enter the desired folder name.
Step 6: Save the Folder
Click "Save" to create your new folder.
Adding a Report to a Folder
Adding a New Report to a Folder
Step 1: Open the Folder
Click on the folder name where you want to add a new report.
Step 2: Create New Report
Click on "New Report." The new report will automatically be added to the selected folder.
Adding an Existing Report to a Folder
Method 1: Using "Edit Report"
Step 1: Select a Report
Choose the existing report you want to add to a folder.
Step 2: Edit Report
Click on "Edit Report."
Step 3: Add to Folder
Use the "Add To Folder" dropdown to select the desired folder.
Step 4: Save Report
Click on "Save Report" to confirm the changes.
Method 2: Using "Move" Option
Step 1: Select a Report
Choose the existing report you want to move.
Step 2: View Reports
Click on "View Reports."
Step 3: Access Options
Select the "Options" menu.
Step 4: Move Report
Click on "Move" and select the folder where you want to move the report.
Step 5: Save Changes: Click on "Save" to confirm the move.
By following these steps, you'll be able to organize your reports efficiently within folders.