Using a Folder for Reports and Dashboards

You can use a folder view to browse for reports and dashboards.

  1. Navigate to Analytics & Reports.
  2. Browse for a report or dashboard and click on it to open it. The option is also available in the homepage dashboard.
  3. Click the Open Folders icon folder_icon.png on the top right-hand corner of the page.
  4. These folders are available:
    • My Folder - Your organization's saved reports, or those you've saved yourself
    • Favorites - The reports you've saved as favorites
    • Shared - Contains two types of report:
      • The standard reports provided by Unifyr One (these can't be edited) - in folders with Standard in the title
      • Custom reports provided by your Unifyr One team for your organization, and those you want to share with your colleagues - in a folder with your organization's name as the title
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