Folder system

Sometimes saved reports can get messy so we created our new folder system to make your life easier.Β 

Β 

With folders, you can organize your reports into different categories of your preference. It is a very easy process. You will find the folder system in the saved reports section.

1. Create a new folder

To create a folder just click on the +New folder button.

Β 

2. Naming and type

Give a name to your folder and choose its type.

Β 

3. Created a folder

And just like that, your folder is created.Β To put reports in your folder you can just drag and drop the reports or click on the folder and create a new report from scratch. You can use the search bar to make browsing more efficientΒ 

Β 

Zou can add more granularity by creating sub-folders within your chosen folder. Your main folder will always be at the front of the list named as β€˜Parent folder’

Β 

4. Edit and delete

If you want to edit or delete your folder just click on the 3 dots in the corner of your folder and the settings will open.

Β