Here are the main things you would have to know about this feature:
You can move a report to a folder of your choice. This applies to both new and already created reports. Furthermore, you can create new folders on your journey;
You can move a report to only one folder at a time;
The feature is available under the thumbnail menu on the right side of each existing report, but also on the "Actions" menu from within the report;
You can either assign the report sources to the new destination folder or convert all connected sources to sample data and after that add any new sources to that report. (this is usually done when you're duplicating a report for other clients, and want to use different sources).
However, keep this in mind:
You will not be able to move a report if another user has the same report open (''Move to folder'' will show inactive under "Actions" with a tooltip);
You will not be able to move a report if a user has the report open and another user tries to move it by clicking on the report thumbnail menu (''Move to folder'' will show inactive under the thumbnail menu with a tooltip);
Automated reports cannot be moved;
User Permissions: Admin and Manager roles will be available to move any report to any folder. Editors will be able to move reports only to the folders to which they have access. (And between them).
Here is what you would need to do if you want to move your report to a folder:
Let's say that I want to move the "Social Media Overview" report to the "Client" folder.
Step 1: I would have to hover over the report and click on the three dots. Then I would select the second option called "Move to folder" and after that, you would need to select the folder that you would like to move the report to.
Step 2: After that, you will see the "Manage report sources" screen, if the report uses any sources that are not sample data. This gives you two options:
1. Move the report and keep the sources assigned to it.
2. Move the report without connected sources by converting it to sample data.
After this, all that's left is to click on "Agree and Move".
Tip: Click on "View sources" to check which sources are connected to the report before making your choice.
You can also go into your report, click on "Actions" and then you will get the "Move to folder" option there as well. Repeat the same process and the report will be transferred to a different folder.
For more information about how to move reports to folders, please see the video below:
If you have any questions or need additional help, please get in touch with our customer support via live chat or hi@whatagraph.com