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Create a Lightning Report or Dashboard Folder

Create a Lightning Report or Dashboard Folder

You can create folders to organize Lightning reports and dashboards.

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
To create dashboard folders: Create Dashboard Folders
  1. On the Analytics tab, select Create | Lightning | Folder, or on the Reports or Dashboards tab, click New Folder.
  2. Name the folder. The folder name must be unique across all report and dashboard folders.
  3. Click Save.
 
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