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Create a Report or Dashboard Subfolder in Lightning Experience

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Create a Report or Dashboard Subfolder in Lightning Experience

You can create report or dashboard folders within other report or dashboard folders in Lightning Experience. Up to 3 subfolder levels are allowed.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
Available in: Enhanced Folder Sharing
User Permissions Needed
To create report folders: Create Report Folders permission and manage access for the root folder in the tree
To create dashboard folders: Create Dashboard Folders permission and manage access for the root folder in the tree
  1. Open the parent folder on the Analytics, Reports, or Dashboards tab.
  2. On the Analytics tab, select Create | Lightning | Folder, or on the Reports or Dashboards tab, click New Folder.
  3. Name the subfolder. The name must be unique. You can’t have more than one report or dashboard folder with the same name as another report or dashboard folder.
  4. Click Save.

The subfolder is created and added to the list of items in the folder you started from. You can select the subfolder when saving a report or dashboard.

See Also

 
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