Organizing Reports with Report Folder Hierarchy
Report Folder Hierarchy allows you to organize related reports into parent-child relationships. Creating report hierarchies makes it easier to structure reports and navigate between connected dashboards.
What You Will Find Here
- Create report hierarchies
- Assign parent reports
- Manage report relationships
- Navigate related reports
How to Access
Navigation Path
Reporting → Dashboard → Hierarchy
What You Can Do Here
Create a Report Hierarchy
You can organize reports by assigning a parent report during report configuration.
- Open the report you want to organize.
- Locate the Parent Report field.
- Select an existing report as the parent.
- Save the report.
Result
The report becomes part of the selected report hierarchy.
Manage Report Hierarchies
You can update report relationships by changing the assigned parent report.
- Open the report settings.
- Update the Parent Report selection.
- Save the changes.
Result
The report hierarchy is updated.
Navigate Related Reports
When viewing a report, you can navigate between related reports within the same hierarchy.
Result
Related reports are grouped together, making navigation easier.
Limits / Notes
- A report can be assigned to an existing parent report.
- Hierarchies organize reports without changing report content.
- Changes to parent-child relationships affect report organization only.
FAQs
Can I change a report's parent later?
Yes. Parent reports can be updated at any time.
Does moving a report affect its data?
No. Report hierarchies only organize reports and do not modify report data.
Why should I use report hierarchies?
They help organize related dashboards and improve navigation between reports.