Skip to main content

How do I add a report to a folder? Or move a report to another folder?

Client folder, edit folder, move books, move reports, collection, folder, move, switch

Will Oates avatar
Written by Will Oates
Updated today

Adding a report to a folder

From the Reports page, find the report you wish to add to the folder and select the report menu options (three dots below the report). From there you will see the option 'Add to folder'

Select the folder from the dropdown and then 'Add to folder'

Moving a book to another folder

Click into the folder where you have added the report. Click on the 3 dots to open the report menu, and from here you can move a report to another folder in your account.

You can also choose a folder to save newly created reports to. Just select the folder to add it to before you add any coverage!

Did this answer your question?