Use this link to share with your colleagues:
How to Move a Report to a Different Folder: https://help.pm.leapevent.tech/a/1699075
Just like how documents on your computer are housed in different folders, reports in PatronManager can be organized into different folders too!
In this article, we'll go over:
And at the end, we'll have some Frequently Asked Questions (FAQs) about moving reports. Let's get cooking!
Why Move a Report?
Every report in PatronManager lives inside a reports folder. These reports folders can help you keep your reports organized.
Once you make a new folder, you might want to move some reports into it. Or you may decide that a folder isn't useful anymore, and want to move reports out of it before deleting it.
The most common reason to move a report to a new folder is when the report is in the "My Personal Custom Reports" or "Private Reports" folder. Reports in these folders are only visible to you. None of your colleagues can see them, and neither can members of PatronManager's Client Support team.
Even Emma and PatronChimp can't see them, so any Emma or PatronChimp campaigns that you're trying to send to a report in the "My Personal Custom Reports" or "Private Reports" folders will fail to send.
How to Move a Report
Let's say that we have a report for Accounts that are missing a zip code or postal code that's currently saved in our Private Reports folder. We want our colleagues to be able to see this report, so we're going to move it to a different folder: the Contacts & Account Reports folder.
1. Go to the Reports tab
2. Click All Reports
3. Search for the report you want to move
In our example, the report is titled "Accounts w Street wo Zip."
4. Click Move
To see this option, you'll first need to click the carrot to expand your options.
5. Select the folder where the report should live
Here you can:
- Search folders to find the folder you want
- Click the folder you want, if it's automatically appearing
- Create a New Folder if you want to make a whole new folder for reports
In our example, we'll go ahead and click the Contacts & Accounts Reports folder.
6. Click Select Folder
The Folder column should now reflect your changes!
Frequently Asked Questions (FAQs)
You can control who has access to reports from the folders that they're in, and you can opt to share folders with different users or groups of users.
For instructions on how to control access to report folders, check out Salesforce's instructions.