Organizing Reports

Keep your report list manageable by favouriting the ones you use most and grouping them into custom folders.

---

Favouriting a Report

1. Select a report from the list to open its parameters.

2. Click the star icon at the top-right of the report parameter section.

   

3. Favourited reports display with a light yellow background and appear at the top of the list.

   

tip

Use the sort toggle to switch between sorting by favourites or by alphabet.

---

Creating Folders

Folders let you group related reports together for quick access.

1. Click the Folder icon at the top-right of the Report List.

   

2. Click "NEW FOLDER" and give it a name.

   

3. Create as many folders as you need.

   

---

Adding Reports to a Folder

1. Go back to the full report list, then select a report.

2. Click the Folder icon next to the Favourite star at the top-right of the report title.

   

3. Choose the target folder from the dropdown.

4. Switch to the Folders tab to confirm the report appears in the correct folder.