Adding a report to a folder
From the Reports page, find the report you add 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 report 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.
Choose a folder as you're creating a new report
Tip - if you create a report from inside an existing folder we'll automatically save it there so you can stay organised!
When you click on the 'create new report' link we'll ask you to select a folder to add it to. This is a great way to help organise your reports, so you can share them all in one link with clients, and find them much faster later for making things like summaries.
First, create your report and choose a template (our Showcase report is the default option).
Next, give your report a name, and you'll have the option of adding it to an existing folder...
