Manage report folders

Use folders in the Report library to organize related reports and make them easier to find. When you create or edit a report, you select a storage folder for the report.

Before you begin

• To create or manage shared folders, you must have the Report Creator role.

About report folders

Folders organize reports in the Report library.

• Personal reports must be stored in a personal folder.
• Shared reports must be stored in a shared folder.

Create a folder

1. From Applaud admin, select Reporting.
2. In the Report library, open the folder area for personal or shared reports.
3. Select Create folder.
4. Enter a folder name.
5. Select Save.

Select a folder when creating a report

1. From Applaud admin, select Reporting.
2. Select Create report.
3. In Report builder, configure the report.
4. Choose whether the report is Personal or Shared.
5. Select a storage folder that matches the report access type.
6. Select Create report.

The report is added to All reports and the folder you selected.

Move a report to a different folder

1. From Applaud admin, select Reporting.
2. In the Report library, locate the report.
3. Select the Menu icon, then select Edit report.
4. Select a different storage folder that matches the report access type.
5. Select Update report.

Folder organization best practices

• Use clear folder names that reflect the team, process, or reporting purpose.
• Keep personal working reports in personal folders and team reports in shared folders.
• Avoid mixing unrelated reports in the same shared folder.
• Review shared folder contents regularly so users can find the reports they need.

Related articles

• Create and run a report
• Favorite a report
• Manage reporting access
• Edit a report
• Delete a report
• Troubleshoot Reporting