Documentation Index

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Create folders

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Create folders to organize dashboards, reports, and metrics.

  1. Go to Reports.

  2. Click the New > Folder.

  3. In the Add New Folder window, complete the following fields:

    Field

    Description

    Name

    Type a unique name for the folder.

    Categories

    Select categories from the dropdown or type new categories and press Enter.

    Description

    Type a brief description of what reports will be organized in the folder.

  4. Click Save & Continue.

  5. Create and add dashboards to the folder.