Report Folders

Report Folders let you organize your Contact Reports and Transaction Reports into a folder structure, similar to how you organize files on your computer. Instead of scrolling through a long list of reports, you can group related reports into folders and subfolders for easy access.

The Folders Pane

When you open a reports page (Contact Reports or Transaction Reports), a folders pane appears on the left side of the screen. This pane shows all your folders in a tree structure.

Showing and Hiding the Pane

Click the « button at the top-right of the folders pane to collapse it.
When collapsed, a thin vertical strip labeled FOLDERS PANE remains visible. Click the » button to expand it again.
When expanded, you can drag the right edge of the pane to make it wider or narrower.
The pane remembers whether it was open or closed, along with its level of expansion, for each report type.

Browsing Reports by Folder

Click any folder to see only the reports in that folder.
Click Unfiled Reports at the top of the folder list to see reports that have not been placed in any folder.
To see all reports regardless of folder, simply collapse the folder pane.

Creating Folders

Choose the parent folder where you’d like the report to be created. To create a folder as a root folder, select the Unfiled Reports folder.
Click the + button in the folders toolbar.
Type a name for the new folder and press Enter.

Renaming and Deleting Folders

Rename: Select a folder, then click the pencil button. Edit the name and press Enter.
Delete: Select an empty folder, then click the trash button. A folder can only be deleted if it contains no reports and no subfolders.

Moving Reports into Folders

Drag and Drop from the Report List

Drag any report from the list on the right and drop it onto a folder in the pane. A tooltip will show "Move to [folder name]" as you hover over each folder.

To move the report out of any folder, simply drag it into the Unfiled Reports folder.

From the Report Editor

When editing a report, click the Folder... button (next to the report name) to pick a folder from a list.

Moving Folders

Drag a folder and drop it onto another folder to make it a subfolder. A tooltip will show "Move to [folder name]" as you hover.
To move a subfolder back to the top level, drag it and drop it onto Unfiled Reports, or drop it above the first folder or below the last folder in the tree.

Good to Know

Folders are specific to each report type — Contact Reports and Transaction Reports each have their own set of folders.
Folders are sorted alphabetically and automatically re-sort when renamed.
The pane width, open/closed state, and expanded/collapsed folders are all remembered between visits.
You can drag a report or folder onto Unfiled Reports to "unfile" a report or make the folder into a "root" folder — Unfiled Reports simply shows reports that have not been assigned to any folder.

Article ID: 3814, Created: Yesterday at 2:49 PM, Modified: Yesterday at 3:01 PM