What are folders?

Overview:

Folders make it easy to:

• Organize your dashboards and reports into folders for easy reference.
• Apply personalized filters to your folders to quickly find the insights you’re looking for, or to customize what your teams see (for example, reports by region or department) so they can focus on the insights that really matter to them.
• Share your folders and collaborate with your team, or with departments across your organization, on common reports and dashboards.
• Quickly add a single report or dashboard to multiple folders ... no need to manage multiple copies.

Elements of folders:

1. Dashboards & reports tab: takes you to your default folder, dashboard or report. If no default is set up, you'll be shown the Home folder.
2. Folder breadcrumb: shows the path to get to the current folder. Click the path name to navigate to that folder.
3. Folder name: shows the name of the current folder. Rename the folder by clicking its name.
4. Paging: click either button to advance to the next or previous item within a folder.
5. Folder membership: displays when the folder is shared with others. Click on the label to view the member list.
6. Search bar: allows you to quickly search the contents of the folder.
7. Filter by content: determines which content types are displayed in the folder list.
8. Filter by ownership: displays folder content based on ownership (i.e., you, someone else, or both).
9. Actions menu: bulk add or delete content to a folder. Once a content item is checkmark selected, provides a menu of options for adding multiple dashboards or reports to a folder, or deleting them.
10. New folder button: allows you to create a new folder and make it a top-level folder or place it inside an existing folder.
11. More actions ( ••• ) button: provides a menu of additional options for the folder (i.e., copy the folder, move the folder, delete the folder, etc.). You can only delete items owned by you.

Elements of the folder drawer:

To open the folder drawer, click the    icon above the folder name.

1. My dashboards / My reports: quick links to a list of your entire dashboards or reports across all folders.
2. Folder list: displays the hierarchy of your folders for easy navigation. Click on a folder name to open it. 
3. Folder expander: select the folder carot to expand it and view its subfolder contents.
4. Drawer expander: allows you to resize the width of the drawer to see longer folder names as needed. Hover your mouse over the right edge of the drawer to see the resize arrow.

Elements of the folder list:

1. Sort options: allows you to sort the folder list by either name or last modified.
2. Actions menu: allows you to select more one or more item to take an action on (see also #10 above).
3. Content type icon: displays an icon for either a dashboard (  ) or report (  ) type.
4. Content name: allows you to view that report or dashboard by clicking the name.
5. On/in: shows how many dashboards or folders contain the report you're viewing, or how many folders contain the dashboard you're viewing. To see which ones, click the numeric value(s).

What's next?