Organizing Folders for Dashboards

Folders allow you to group your reports into categories and can be customized to fit your planning needs. To create a folder:

  1. Access your Fullcast instance and switch to the appropriate plan. 

  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. 

Figure 1. Creating a New Folder

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). 

Figure 2. Deleting a Folder

Information:

Only empty folders can be deleted. For more information on managing your dashaboard, refer to the Create and Manage Dashboards article.