Report folders are finally here! Users can now organize their project reports into folders, cleaning up that long list of reports you see on the left navigate pane.
How do I create folders for my reports?
If you have “Add/Edit Reports” privileges, you will see an “Organize” link on the left-hand project menu above the project’s reports list.
Selecting “Organize” will open a pop-up window where you will first create your folders by assigning them names (Step 1 in the screenshot below). Then, you will assign individual reports to each folder (Step 2 in the screenshot below).
After you are finished creating your folders and assigning reports to them, close the pop-up window. Your reports will then be displayed within each folder in the reports list on the left navigation pane. Use the (+) and (-) icons next to the folder names to expand and collapse the folders.
You can also use the “Search” link to search for a report by keyword.