Managing reports
Before closing, let's spend some time on report management.
In the previous section, we saw how to create a new report. But is there a way to share a report with specific users?
The answer is yes – by using folders. Thanks to report folders, we can perform the same containment actions we perform on files on our laptops; that is, we create a folder, put one or more reports in it, and our reports are well organized. You can even configure sharing for each folder to enable different kinds of users to access the reports.
Managing folders
Reports are saved by default in the Private Reports folder, which is accessible to owners only. If you want to make it available to other users, you need to use folders.
To create a new folder, do the following:
Click on App Launcher | Reports.
Click the New Folder button.
On the form that opens, enter the folder's name.
The new folder will be listed in the All Folders section:
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