Access Folders from the Analytics homepage. It provides you with tools to create and organize reports and the folders in which you keep them. Reports contain tiles you create and want to group together, and you can use folders to collect your reports.
When you first create a folder or report, it is stored in My Items, located on the left-hand side of the screen. The contents of each folder, once clicked, is visible within the table that sits in the center of the screen.
In the above example, we see the contents of the My Items folder, which includes two folders and a separate report. Clicking either folder located below My Items displays its contents, while clicking the report itself opens the tiles that comprise the report. You can create reports within Folders or the Dashboard when you click Save As.
Shared Reports
Find reports shared with you by colleagues, with the report owner listed in the Owner column. You can move shared reports to any custom folder or delete them as needed.
Create a New Report, Dataset, or Folder
Create new reports or folders directly from the My Folders page.
- Click Create at the top of the folder contents table.
- Select Report or Folder.
- Give the report or folder a name
- Click Done.
The new folder or report will appear in the contents table of the current folder you’re viewing. By default, your first folder or report is located in the My Items folder.
Delete, Move, or Rename a Report, Folder, or Dataset
After you create a folder or report or dataset, you can move it to a new location at any time. You can move reports between folders, and nest folders within other folders.