Organizing Folders for Dashboards


Folders allow you to group your reports into categories. You can customize folders in the Rhythm module to fit your planning needs; to view the information you want to see in the correct locations. The first step to organizing your dashboard is to create a folder. 

Steps to create folders

  1. Access your Fullcast instance and switch plans if applicable. 
  2. Click Reports in the navigation bar. 
  3. Click New Folder. 
  4. Provide a name, and description, and select an icon from the dropdown menu. 
  5. Click Confirm. 

The folder appears in the Folders column.

To edit or delete a folder, choose the folder you want to modify and then click on either the edit icon (pen and pad) or the delete icon (trashcan). 

Note: Only empty folders can be deleted. 

To know how to create and manage dashboards follow the link,

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