Summary
This guide explains how to create report folders to organize and group related reports in one place, making it easier to access and manage reports by category.
Step-by-Step Guide
1. Access the Reporting Module
- From the home page, navigate to the Reporting Module.
2. Open the Report Folder Section
- On the left-hand side menu, hover over and select Report Folder.
3. Create a New Folder
-
Scroll down and click Create New Folder.
-
Tip: Report folders allow you to group related reports together. For example, you might create a Finance folder to store finance-related reports such as Transactions Report and Credits Report.
-
Tip: Report folders allow you to group related reports together. For example, you might create a Finance folder to store finance-related reports such as Transactions Report and Credits Report.
4. Name the Folder and Add Reports
- Enter a Name for your new folder.
-
Select Relevant Reports from the list to include in this folder.
5. Use Your New Report Folder
- Once created, you can add new reports to this folder as you create them, helping keep all reports organized by category.
Next Steps
To add new reports to this folder, refer to the guide on Creating a New Report.