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PerfectApps™ Help Guide

The View Reports area of the PerfectApps application offers you the ability to organize and categorize those reports for which you have "View" permissions into folders and sub-folders as needed.

 

You may establish account-level folders which are visible to all users in the account, or user-level folders which are visible only to the user who created them. To establish account-level folders, you must be a Full User and have the “Folders” option turned on in the Account Settings > User Details area.

 

Organizing Apps - Folders Option in User Details Area

 

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To create a new folder:

 

1.Navigate to the Reports Workspace, and choose View Reports from the tree.

2.In the Dashboard Toolbar, select New > Folder

3.Choose Personal or Account type

Organizing Reports - New Folder Option

4.Once the new folder has been created, you can click and drag reports into the folder as needed.

Return to: Reports Workspace, Dashboards & Workspaces