Adding and managing report folders

1. Adding a report folder

You need to add a report folder before creating report templates.

1. Click Dashboard > Reports > More [⁝] button > [Edit].
2. On the [Edit report folder] screen, click the [Add] button.
3. Under Type, select [General] or [Approval], then enter a name for the report folder.
4. Click the [Add] button to finish.

⚠️ The report folder type can only be selected when you add the folder. It cannot be changed afterward, so choose carefully.

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2. Managing report folders

On the [Edit report folder] screen, you can change the order, name, and active status of report folders, or delete them.

• To reorder report folders that are in use, drag and drop them.
• Hover over a report folder and click the edit icon to change its name and active status, or to delete it.
• You must keep at least one report folder in use, regardless of type. If only one is in use, it cannot be deactivated or deleted.

💡 Select the [All], [General], or [Approval] tab at the top to view report folders by type. Approval report folders are marked with an [Approval] tag.

⚠️ Deleting a report folder also deletes all reports in it. This cannot be undone, so please proceed with caution.

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