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Using Folders to Organize Custom Charts
Using Folders to Organize Custom Charts

How to use folders to organize custom charts

Matt avatar
Written by Matt
Updated over a week ago

How do I create a folder?

As a Maestro Admin, Grader, or Manager, follow these steps:

1. Navigate to the Reporting page

2. Scroll down to "My Reports"

folders in reporting

3. Click on "New Folder" to create a folder

4. Name the "Folder"

5. Click on any of your own custom charts to find the "Folders" button

6. Click on the Folders button and then select all the folders this chart should go to

copy of team trends

If you need to make any edits or delete a folder, click on the 3 dots next to the report name to see the option to edit or delete a folder.

Edit or delete folders

Note: It is not possible to bulk upload custom charts into folders.

What happens when I delete a folder?

Deleting a folder will not delete the custom charts in the folder.

If the custom chart does not belong to any other folders, the custom folder returns back to the original custom chart list.

What charts can I add to these folders?

At the moment, only custom charts that you have created can be added to folders.

All charts you have created will be listed underneath "My Reports" section in Reporting.

Who has access to these folders?

Folders are only visible to the original creator. In other words, it is currently not possible to share folders you have created with other users.

If this is a feature you would like (or any other potential features related to Folders), please feel free to chat in!

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