Using report folders

Organise your custom reports into folders. Learn more about creating and sharing folders across your team. 

In this guide, we’ll cover: 

Report folder overview

Folders are a premium tool included in our advanced reporting package, Insights. These can only hold custom reports, helping you create order through grouping and categorising. You can add names and descriptions before adding custom reports and sharing these with specific team members. 

Create a folder 

When creating a new folder, remember anyone with access to your reports can view these by default, including new joiners.

  1. Head to Reports
  2. Under Folders, click ➕ Add folder. Or, select the pencil icon to Add a new folder
  3. Name your folder and add an optional description
  4.  Click Add to save. 

Add reports to folders

Only your custom reports can be added to folders. Follow the steps below to organise your custom reports:

  1. Head to Reports and select Custom
  2. Select the relevant report to open it. 
  3.  Click on Options and select Edit details.
  4. Under Folder, use the drop-down menu to select and allocate a folder. 
  5. Click Update to save.

Manage report folders

Rearrange folders

Rearrange the way your folders appear in your reports menu.

  1. Head to Reports
  2. Next to Folders, select the pencil icon.
  3. Drag and drop the folders into your preferred order. 
  4. Click Save.

Rename folders

Change the name of your folders at any time.

  1. Head to Reports
  2. Under Folders, select the one you want to rename. 
  3. Click Options and select Edit
  4. Make changes to the Folder name and Description
  5. Click Save.

Share folders

Any team members with All reports permissions enabled can create and share folders. Follow the steps to share and edit team permissions for your folder: 

  1. Head to Reports.
  2. Under Folders, select the one you want to rename. 
  3. Click Options and select Share
  4. Search for the team member or group you want to share the folder with. 
  5. Set the access for each team member with the following options: 
    • Full access - Can edit and share with others. 
    • Can edit - Can edit but not share with others.
    • View only - Cannot edit or share with others but can view. 
    • No access - Cannot access or view. 
    • Remove - To remove all access settings. 

Delete folders

  1. Head to Reports.
  2. Under Folders, select the one you want to rename. 
  3. Click Options and select Delete folder.
  4. Check the box to confirm whether you want to delete the reports within the folder. Leave this unchecked to keep them under All reports.
  5. Click Delete to confirm.

Fresha’s FAQs 

Q. How much does Insights cost? 

You can find the pricing for all of Fresha's paid features, including Insights on our website.

Q. Can any team members create custom folders?

Any team member with permission to access All Reports can create, share, and delete folders within reports.  

Q. How can I manage who has access to my folders?

As the business owner, you can choose who can access report folders by opening the folder, selecting Options, and Share. From here, manage the team members who have access and set the permission level.

Q. Can I add all reports to a folder?

Only custom reports can be added to a folder. For this, open the custom report, click on Options and select Edit details. In the pop-up, you can rename the report, add/edit the description and select a folder to store the report. 

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