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Folders

If your organization has many Cost Reports, you can create folders to separate Cost Reports for different groups, like business units or cost centers. You can also move Cost Reports between folders and nest folders within each other to create complex organizational structures.

Create a Folder​

  1. From the top navigation, click Cost Reporting.
  2. On the left menu, select Cost Reports.
  3. On the top right, click the down arrow next to + New.
  4. Select New Folder.
  5. Enter a name for the folder, then click Create.
  6. The new folder is displayed in the Cost Report list. Select the folder to open it.
  7. At the top of the folder, click the down arrow next to + New. You can create a new Cost Report inside the folder or a sub-folder within that folder.

Move Cost Reports and Folders​

To move one or more folders or Cost Reports from the All Cost Reports screen:

  1. From the All Cost Reports screen, select the checkbox next to one or more Cost Reports or folders.
  2. At the top of the report list, click Move.
  3. Select any listed folder, then click Move Here.
GIF of moving a Cost Report from the main reports screen to a specific folder

note

When you move a folder into another folder, it becomes a subfolder. Consequently, any reports or folders contained within the moved folder will move along with it.

To move one or more Cost Reports or subfolders out of a folder and back to the main All Cost Reports screen:

  1. From the current folder, select the checkbox next to one or more Cost Reports or folders.
  2. At the top of the report list, click Move.
  3. The Moving... modal is displayed. Click < Back until All Reports (currently selected) is displayed at the top.
  4. Click Move Here.

Create a Dashboard from a Folder​

You can create a dashboard made up of all the reports within a folder.

  1. Navigate to any folder.
  2. At the top, click Dashboard. A dashboard containing all included reports is displayed.
  3. If you want to save the dashboard, click Save As New. This saved dashboard will be shareable and available within the main Dashboards screen.

Starred By Me​

If you want to save your favorite Cost Reports to a convenient location, you can star specific reports. See the Starred By Me documentation for details.