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Organize Saved Reports into Sub-Folders

When you have several reports saved to your system, you can save time by organizing them into sub-folders.

  1. Click Report > Hierarchical Report.

  2. Click the Saved Reports tab at the top-left of the screen.

  3. Click My Reports in the Saved Reports pane to the left of the screen.

  4. Click the New Sub-Folder button from the Report Properties section to the right of the screen, then enter a name for the folder.

  5. Continue to create more sub-folders as needed.

  6. Click Shared Reports to expand the node in the Saved Reports pane.

  7. Click and drag a single report to the desired sub-folder. Once a report is moved to a sub-folder, it no longer appears in the Shared Reports section.

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