How Do I Organize and Share Reports?

This applies to your custom dashboards, not Actionable Presets. (Learn about copying Presets here).

Quick Links:

• Report Organization

• Report Sharing

   

Overview

Your reports landing page has 3 tabs:

Presets: Dashboards created by Actionable that you can copy and customize

My Dashboards: Custom dashboards you created

Shared with Me: Dashboards others have created and shared with you

Report Organization

In My Dashboards folders and sorting can be used to organize your reports.

Create a Folder

1. Click Create Folder
   

2. Give the folder a name
   
   

3. Choose a location for the folder (My Dashboards is the main space)
   
   
   
   
4. Set a folder color by using the color picker or entering a hex code
   
5. Click Create Folder
   

Move Reports Into Folders

1. Click the three dots to the right of a report

   
   

2. Click Edit Details
   
3. Choose the location
   
   
   
   
4. Click Save
   

Sort Reports

1. Click a column header to choose how to sort folders and dashboards

    

   

   1. Name will sort alphabetically
   2. Access will sort by the level of sharing
   3. Last Visited will sort by accessed date
2. Choose to sort ascending (A to Z, earliest to latest) or descending
   1. An up arrow indicates ascending sort
   2. A down arrow indicates descending sort

Report Sharing

You can choose whether the reports you create are accessible to others in your firm.

1. Click the three dots to the right of a report

   

2. Click Share
   
3. Choose the sharing settings
   1. Private: only you (Reports you create will default to Private)
   2. Firm View: selected members of your firm can view
   3. Firm Edit: selected members of your firm can edit 
      
   
   
   
4. If you choose Firm View or Firm Edit, choose the specific level
   1. All Firm Users: everyone in your firm can view or edit
   2. Specific Users: select specific users who will have access
      
      
5. Click Save Sharing
   
   
6. Sharing settings will show in the My Dashboards view