Organizing your reports
In this guide, you’ll learn how to streamline your reporting process by organizing reports into folders and favorites, making it quicker to find, manage, and share.
In this article
Create and manage reports and folders
Organize your custom reports by grouping them into folders. You can name folders, add descriptions, and share them with specific team members.
To create and manage report folders, you need to upgrade to Insights.
Manage reports
Manage your standard and custom reports by adding them to favorites, duplicating reports to create new versions, and deleting reports you no longer need.
Favorite a report
Once a report is added to your Favorites tab, you can quickly access it, making it easier to find your most frequently used reports.
- From the main menu on the left of your screen, go to Reports.
- Use the search bar at the top to enter the name or description of the report.
- Next to the report, click on the star icon to add it to your Favorites tab. The star will turn gold once it’s added.
- To remove it from your favorites, click on the star again to change it back to an outline.
You can also mark a report as a favourite directly from within the report.
Delete a report
You can only delete custom reports which have been created by you, all pre-defined reports will remain within your dashboards and categories.
- Open a custom report from Reports.
- Click on the Options button in the top right of your screen, and then select Delete to permanently delete the report.
- In the pop-up, click on the Delete button to save your changes.
Once a custom or duplicated report is deleted, it cannot be restored. You’ll need to create a new copy or build a new custom report if needed.
Create a folder
- From the main menu on the left of your screen, go to Reports.
- In the left menu panel, under Folders, click on Add Folder to create one.
- In the pop-up, add the folder name and an optional description.
- Click on the Add button at the bottom of the pop-up to create the folder.
By default, everyone with access to your reports can view report folders, but you can share individual reports with team members at any time.
Add a report to a folder
To add an existing report to a folder, you must copy the original report, the duplicate will then be placed in the folder.
- From the main menu on the left of your screen, go to Reports.
- In the left menu panel, under Folders, click the folder you want to open.
- Click on the Add button in the top right of the screen to add a report to the folder.
- Use the search bar at the top to enter the name or description of the report you want to add, and select the report. Click on the Continue button in the top-right of your screen to proceed.
- You can enter a new name and description for the report. By default, all duplicates will have "copy" added to the report name so that you can tell them apart from the original.
- Click on the Add button in the top right to save your changes.
Move or duplicate a report to another folder
If you want to share the same report across multiple folders, or move it from one folder to another, you’ll need to duplicate the report again.
- Open a report from Reports.
- Click on the Options button in the top right of your screen, and then select Duplicate.
- In the pop-up, enter a new name and description for the report. By default, all duplicates will have "copy" added to the report name, so adding a description can help you tell them apart.
- Under Folder, use the dropdown to select a folder to save the report in, or create a new one by entering a folder name. If no folder is selected, the report will appear under the Custom section in your reporting.
- Click on the Duplicate button at the bottom to save your changes.
After moving a report to another folder, you’ll can manually delete the report copy from the original folder, if needed.
Delete a report from a folder
- From the main menu on the left of your screen, go to Reports.
- In the left menu panel, under Folders, click the folder you want to open and select the report you want to delete.
- Click on the Options button in the right of your screen, and then select Delete to permanently delete the report.
- In the pop-up, click on the Delete button to save your changes.
Rename a folder
- From the main menu on the left of your screen, go to Reports.
- In the left menu panel, under Folders, click on the folder to open it.
- Click on the Options button in the right of your screen, and then select Edit.
- In the pop-up, update the folder name or description.
- Click on the Save button at the bottom of the pop-up to apply the changes to the folder.
Rearrange folder order
You can rearrange the way your folders appear in your reports menu.
- From the main menu on the left of your screen, go to Reports.
- In the left menu panel, under Folders, click on the pencil icon to edit your folder setup.
- In the Manage folders view, drag and drop them into the correct order.
- Click on the Save button in the top right to update the folder order.
Delete a folder
- From the main menu on the left of your screen, go to Reports.
- In the left menu panel, under Folders, click on the folder that you want to permanently delete.
- Click on the Options button in the top right of your screen, and then select Delete folder.
- In the pop-up, click Delete to confirm your changes.
If you delete a folder but leave the reports unchecked for deletion, those reports will automatically be moved to your Custom folder.
FAQs
Pricing for all of Fresha's add-ons, including Insights, is available on our pricing page.
You can grant team members permission to access your reporting, including report folders by enabling Access reporting and Access reporting & insights in your Permission settings.
Team members that have been enabled to Access reporting & insights in your Permission settings will be able to create custom folders in reporting. You can also inidvidually manage your team member report access.
Team members that have "Access Reporting" permission is enabled in your permission settings will have access to your Standard reports. You can also inidvidually manage your team member report access.
Team members that have "Access Reporting & Insights" permission is enabled in your permission settings will have access to both Custom and Standard reports. If disabled, they cannot access newly created custom reports but can still view existing ones.
You can also inidvidually manage your team member report access.
To remove a team member’s access to reports, update their permission settings by unchecking both Access reporting and Access reporting & insights for their permission level. You can also inidvidually manage your team member report access.