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Dashboard Folders

As your dashboard collection grows, folders help you stay organized.

Creating folders

Section titled “Creating folders”

From the dashboard list

Section titled “From the dashboard list”
  1. Go to Dashboards in the sidebar
  2. Click the folder icon or + New Folder
  3. Enter a name
  4. Click Create

The folder appears in your navigation.

Folder structure

Section titled “Folder structure”

Folders appear in the sidebar under Dashboards:

Dashboards
├── Unfiled Dashboards
├── Sales
│   ├── Monthly Performance
│   └── Pipeline Analysis
├── Operations
│   ├── Ticket Queue
│   └── Resource Utilization
└── Client Reports
    ├── Client A Summary
    └── Client B Summary

Managing folders

Section titled “Managing folders”

Renaming a folder

Section titled “Renaming a folder”
  1. Click the … menu on the folder
  2. Select Rename
  3. Enter the new name
  4. Click Save

Deleting a folder

Section titled “Deleting a folder”
  1. Click the … menu
  2. Select Delete
  3. Confirm

Moving dashboards to folders

Section titled “Moving dashboards to folders”

Single dashboard

Section titled “Single dashboard”
  1. Click the … menu on a dashboard
  2. Select Move to Folder
  3. Choose destination
  4. Click Move

Multiple dashboards

Section titled “Multiple dashboards”
  1. Select dashboards using checkboxes
  2. Click Bulk Actions → Move to Folder
  3. Choose destination
  4. Click Move

From dashboard settings

Section titled “From dashboard settings”
  1. Open the dashboard
  2. Click the Edit (pencil) icon
  3. Select a Folder from the dropdown in the settings panel
  4. Changes save automatically

Folder best practices

Section titled “Folder best practices”

By department

Section titled “By department”
  • Sales
  • Operations
  • Finance
  • Human Resources

By client

Section titled “By client”
  • Client A
  • Client B
  • Internal

By purpose

Section titled “By purpose”
  • Executive
  • Operational
  • Archived
  • Templates

By time period

Section titled “By time period”
  • Current Quarter
  • Historical
  • Annual Reviews

Folder navigation

Section titled “Folder navigation”

Quick access

Section titled “Quick access”
  • Click a folder in the sidebar to view its dashboards
  • Use breadcrumb navigation to move up levels
  • Dashboard count appears next to each folder name
Section titled “Search”

Use Global Search to find dashboards by name or description. Results include the dashboard title and creator. Click any result to open the dashboard directly.

Permissions and folders

Section titled “Permissions and folders”

Folders respect dashboard group permissions:

  • Users only see dashboards they have access to
  • Empty folders (no accessible dashboards) are hidden
  • Folder visibility is dynamic based on user permissions
Section titled “Related topics”