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How to organize custom reports in folders

BeingCustom written.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.
    The New folder window with Sales typed as the folder name, In: My Reports under it, and Create folder marked

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….
    The ... menu of the report Dine-In Sales by Reporting Group open, with Edit, Rename, Duplicate, Move to, Publish to Team and Delete
  2. Click the folder and click Move.
    The Move window with the Sales folder picked under My Reports and the Move button marked

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:

The ... menu of the Sales folder open, with New report, New folder, Rename, Move to and Delete

  • 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.

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