You probably have several Favorite reports created for a specific process that you have. Now you have the ability to separate your Favorite reports and categorize them as needed. To access your Favorite reports, please navigate to Reports on the left navigation pane and click My Favorites tab.
While on the My Favorites tab of the Reports page, you will see a new folder menu to the left of the Favorite reports you already own. By default, all existing reports exist in the All Folders top level grouping.
Denotes a folder that is currently expanded. Clicking on this icon will collapse the folder and all child folders.
Denotes a folder that is currently collapsed. Clicking on this icon will expand the folder, exposing any child folders.- Clicking onto the name of any folder will show the reports, on the right, that are within that folder.
To create, edit, and delete your folders
Allows you to create a folder within All Folders. You will be able to create additional sub-folders for this one in another step.- Any folders created by you will have a
menu at the end of the folder row that allows you to change the way this folder functions when clicked.- Add Folder allows you to create a sub-folder within this folder.
- Edit Folder allows you to change the name of the folder and re-parent it to another folder.
- Delete Folder allows you to remove the folder, all sub-folders, and all reports within this folder and sub-folders. This can NOT be undone, and you will be warned about it.
To move your Favorite Reports into a new folder
The easiest way to move a Favorite report to a new folder is to locate that report from the My Favorites tab of the Reports page and simply drag and drop the report from the right side of the screen to the folder on the left side of the screen while the folder is in view.
Alternatively, you can change the folder on the Favorite Report dialog, To access the Favorite report dialog, please follow the below steps:
1. Navigate to Reports and click My Favorites tab.
2. Click on the report name that you wish to change their folder.
3. Once the report is loaded, click on the yellow star icon. Then the Favorite report dialog will be displayed.
4. Update the Assign to Folder section. Then click Update to save your changes. Note that you can also add a new folder by clicking the plus sign (+) next to the Assign to Folder drop down.
Note that while creating your new Favorite report, be sure to set the Assign to Folder section on the Favorite Report dialog before clicking Save button to save your report to a specific folder. If you don't know how to create a Favorite report, please click here for the instruction.