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Create a folder

Steps to create a folder in CM Business Intelligence.

Written by Billy Dilks

Folders help you organise your reports and make them easier to find and share. You can create a new folder within any existing folder in your CMBI instance.

  1. Log in to your CMBI instance.

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

  3. Click the Cog icon next to the folder.

  4. Click New Folder.

  5. Enter a name in the Folder Name field.

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

📌 Note: The description field is optional.

7. Click Create to create the folder, or Cancel to discard.

8. Select the newly created folder to save a report into it.

9. Click Save to complete the process.

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