How to Create a Report Folder?

Follow the steps below to create a new folder for reports.

Step 1: Locate "Report & Dashboard" and click "Report Folders" on the left-hand side.

Step 2: Click "+Add".

Step 3: Add in your report folder name.

Step 4: Click "Save".

Step 5: Once you save your folder, click on the view details icon.

Step 6: You can now add existing reports to this folder by clicking "Add Reports To This Folder".

Step 7: Select or search for reports from the dropdown.

Step 8: Click "Save".