How to create a New Report Folder?



This guide will show you how to create report folders.

Report folders are useful when you want to group several types of report all in one place.


Step by Step Guide

1. From the home page, go to the Reporting Module


2. With your mouse, hover on the left column and click on 'Report Folder'.



3. Scroll down and click on Create New Folder. 
You can group many reports in one folder. For example, you can have a folder called Finance and include any reports relating to it (Transactions Report, Credits Report, etc..)


4. Choose a Name for the folder and then add the relevant reports from the list below.


Once you have created your report Folder, you can then create new reports and add them to relevant folder

Next Step

Create a New Report 

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