Folders

Group reports on your home page — and share a whole area of reporting in one action.

Your home page lists the folders and reports you can reach. Folders can be nested, so a large reporting estate stays navigable instead of becoming one long list.

Creating a Folder

From the folders panel on Home, click Create new folder and give it a name. You become its Admin.

ℹ️ Viewers Don't Create Folders Creating folders and adding reports to them are builder actions. Users on a Viewer license see the folders shared with them but do not create their own.

Adding Reports

Inside a folder, use the add action to pick a report to place in it. Each folder shows how many items it contains.

Nesting

Folders can contain folders. The panel keeps a breadcrumb of where you are, with a back link to the level above, so you can drill down and return without losing your place.

Sharing a Folder

A folder can be shared with users or user groups, which is the efficient alternative to sharing each report inside it one at a time. Folder members can be promoted to Admin, which lets them manage the folder's contents and share it onward.

💡 Organize by Audience Folders are most useful when they match who should see what — one folder per team or function — because that makes sharing a single decision instead of a recurring chore.

Pinned Reports

Reports you use constantly can be pinned so they sit at the top of your home page regardless of which folder they live in.

ℹ️ Five Pins You can pin up to 5 reports. To pin another, unpin one first. Pins are per user — yours don't affect anyone else's home page.

Removing Things

Remove a report from a folder — takes it out of the grouping; the report itself is untouched.
Delete a folder — removes the folder and the access it was granting. The reports that were inside it are not deleted.

⚠️ Deleting a Folder Can Remove Access If people reached a report only through a shared folder, deleting that folder takes their access with it. Share the reports directly first if they still need them.