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Introducing Report Folders - an efficient way to organize your reports available on UAT (only). This feature allows you to group and store related reports in one central location, simplifying your workflows and enhancing visibility of critical information.

To create a new folder, click on Create Folder in Report Builder.

 

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Once you clicked this button, a pop-up window will appear prompting you to enter a folder name. Then, click Create to finalize.

 

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Once you've created a new folder, you can add a report by clicking the three dots next to the report in the Report Builder grid, then selecting Add to folder.

 

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After adding a report to a folder, you can remove it by navigating to the folder, clicking the three dots next to the report in the Report Builder grid, and selecting Remove from folder.

 

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At the end, you can rename or delete any folder as needed. Please note that deleting a folder does not delete its reports.

 

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We hope Report Folders will be beneficial to you and for any questions you may reach us!

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