How to organize custom reports in folders

Custom reports are kept under Reporting --> Reports --> Custom Reports, in My Reports and Team Reports. You can make folders in either one, up to 3 levels deep, and rename, move, copy and delete your reports. This will walk through keeping your custom reports organized.

 

Permissions you need

• Reporting --> Build Custom Reports, for folders and reports in My Reports.
• Reporting --> Manage Team Custom Reports, to change folders and reports in Team Reports.

 

Making a folder

1. Click Reporting at the top, then Reports and Custom Reports.
2. Click the ... next to My Reports, Team Reports or a folder, and click New folder.
3. Type the Folder name and click Create folder. Under the name it says where the folder will go.
   

To save a new report straight into a folder, click the ... next to the folder and click New report, or pick the folder when you save the report.

 

Moving a report into a folder

1. Click the ... next to the report and click Move to….
   
2. Click the folder and click Move.
   

A folder moves the same way, with everything in it.

 

Changing a report or a folder

Click the ... next to a report or a folder to see what you can do with it:

• New report / New folder (folders): Makes a report or a folder inside it.
• Edit (reports): Opens the report in the builder.
• Rename: Changes the name.
• Duplicate (reports): Makes a copy next to it, to change without touching the original.
• Move to…: Moves it to another folder.
• Delete: Removes it. A folder has to be empty first. Deleting a report also removes it from everyone's favorites and stops its schedules; Backoffice asks first and says how many. It can't be undone.

Note: Two reports or folders in the same place can't have the same name.

Click here to learn more about sharing a custom report with your team.