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Create a folder

In this article, we explain how to create a folder.

Written by Billy Dilks

To create a folder, follow these simple steps:

  1. Log in to your CMBI instance.

  2. Locate the existing folder where you want to create the new folder.

  3. Select the Cog icon next to the folder.

  4. Select New Folder.

  5. Enter a name in the Folder Name field.

  6. If required, enter a description in the Description field.

šŸ“ŒNote: The description field is optional.

7. Select Create to create the folder, or Cancel to discard the changes.

8. To save a report into the new folder, select the newly created folder.

9. Select Save to complete the process.

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