How to create and edit folders for reports

Create folders, move reports into folders, rename and delete folders

Table of Contents

1. Create a folder 2. Move a report into a folder 3. Rename or delete a folder Related articles

This article explains how to organize your reports in ScaleXP by creating folders, moving reports into them, and renaming or deleting folders.

1. Create a folder

On the Reports tab, click + New, then select New folder.

Creating a new folder in Reports

Give your folder a name, then click Done.

Naming the folder

Click the three dots next to any report and select Move to folder.

Moving a report into a folder

Click the three dots next to the folder name and select Rename folder or Delete folder.

Renaming or deleting a folder