How to Use Custom Report Folders

Folders

General

Explores created can be stored in either personal or group folders to be shared across your account group (ex. Managers, etc). Looks and dashboards created by other team members can be shared to build group dashboards, and copied over to either folder at any time.

• Folders are accessed using the top right-hand corner cogwheel

• Reports can then be scheduled to anybody with your shared domain

  • Note: You must save all ‘looks’ first in order to schedule. Both looks and dashboards can be scheduled.
    

Personal vs Shared

Personal Folders	Group Folders
The personal folder is only visible to and accessible by the account holder. However, reports in the personal folder can still be scheduled to other team members under the same domain.	The shared folder is visible to and accessible for all other members within the same group. Groups are divided by departments. However, reports can be scheduled to other team members under the same domain.

Note: If looking to make changes to or alter a shared report, you can save a copy to your personal folder and make changes that won’t change the shared version for all others.