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Organizing Reports

As your team's report library grows, folders, stars, the Official badge, and the All reports toolbar keep everything findable.

The All reports page​

All reports shows every report you can access — reports you own, reports shared with you individually, and reports shared with the whole team — plus your team's folders. The toolbar lets you narrow it down:

  • Search reports by name.
  • Status filter — All statuses, Official, or Starred.
  • Sort — Last modified (default), Oldest, Name (A–Z), or Name (Z–A).
  • Creator filter — show reports by a specific owner.

Each report card shows the report's name, its owner, the last-modified date, a star if you've starred it, and a green Official chip if it's official.

The All reports page with folders, report cards, and the toolbar

Folders​

Create a folder from Create → New folder (or from the sidebar). New folders are visible to your whole team as Viewers by default; the creator is the folder's Owner and can restrict access from the folder's sharing settings.

To put reports in a folder:

  • Use Move to folder in a report's ⋯ menu, or
  • Use Add current report in a folder's ⋯ menu to pick several reports at once.

A folder's ⋯ menu (shown to folder Editors and Owners) also offers Share, Rename, and Delete (Owner only). Deleting a folder never deletes reports — "Reports inside will be moved back to All reports."

Folders have sharing settings of their own

A folder can be shared with the whole team or restricted to specific people, and saving its permissions updates the permissions of every report inside. See Sharing a folder.

A folder page with its reports

Starring​

Star a report from its ⋯ menu to pin it to your personal Starred section in the sidebar. Stars are private — "Only you see your stars." Anyone who can view a report can star it, and starring has no effect on sharing or on what others see.

Official reports​

Marking a report Official gives it a green Official badge across the app — on its card, in the sidebar, and in the Official status filter on All reports. It's your team's signal for "this is the trusted version."

  • Only the report's Owner can Mark official or Remove official (from the ⋯ menu).
  • The badge doesn't change access — the report still needs to be shared for teammates to open it.

A report with the Official badge

The sidebar​

The sidebar keeps your most important reports one click away:

  • All reports — with an expandable tree of your folders.
  • Templates — see Templates.
  • Starred — your personal starred reports (appears once you've starred something).
  • Recent reports — your 10 most recently modified reports.

Managing a report​

A report's ⋯ menu also includes:

  • Rename (Editors and Owners) — change the report's name and description.
  • Duplicate (Editors and Owners) — creates a full copy, including all versions, owned by you. Handy for building a variation without touching the original.
  • Delete (Owner only) — permanently deletes the report: "…will be permanently deleted. This cannot be undone." All versions, chat history, and sharing settings are removed. To tidy up without deleting, archive individual versions instead.