Create and Share Custom Report Folders
How do I create and share custom report folders?
Purpose: To teach you how to create, share, and organize custom folders within the Reports feature.
Custom folders
Custom folders allow users to organize reports, and they can share them with other users and access levels.
To create a custom folder, click the add folder icon.
To move a report into a custom folder, click on the three-dot icon on the right side of the report, hover over Add to folder, and select the desired folder. Note that if the destination folder is currently shared with other individuals, they will gain access to the report once you add it.
To share, rename, or remove a custom folder, click on the three-dot icon to the right of the folder name and select the desired option. In the pop-up window, you can enter the name of the individual or access level you would like to share this folder with, the name of the new folder, or confirm that you would like to remove this folder.
Note: Any reports within a custom folder will be accessible to the individuals with whom you shared the folder. The share option on custom folders is available to the Account Owner and Full Admin users. Custom access level users will only have this option if they can create reports as part of their access settings. Additionally, when you remove a shared folder, it will also remove its shared reports.
Report are housed by default in one of the following folders:
- Recent: A list of the user's most recently viewed and favorite reports
- Standard Reports: A list of preset reports that BambooHR created
- Custom Reports: A list of all custom reports created in BambooHR
- Signed Documents: This folder includes all signature requests
You can create custom folders to share reports with individuals or access levels or to help you organize your reports:
- Custom folders shared with me: If another user has shared a folder with you, it will appear under the main folder section. Notice the person icon within the folder.
- Custom folders created by the user: Each user with access to the Reports tab can create their custom folders for organizational purposes. These folders will appear beneath the main folder section.
Navigate a custom folder
First, navigate to the folder containing the report you would like to remove. Click on the three-dot icon next to the report you would like to remove from the folder and select Remove from folder.
The report will be removed from the folder, and a confirmation message will show. Note that when you remove a report from a folder, it will have the following results:
- Any individual accessing the report by a shared folder loses access to the report upon its removal.
- The owner (creator) of the report can still access the report through the My Reports folder.
- Individual users can create their own folders for organizational purposes and move shared reports into other folders accordingly. If a user chooses to remove a report from one of these folders, the report will no longer show under the custom folder but remains accessible through the Custom Reports folder.
If you have shared a folder with other individuals or access levels, you can choose at any time to remove the folder. To do this, click on the three-dot icon to the right of the folder, select Delete, and confirm the update. The following will occur:
- For the owner of the folder: The folder is removed, and its existing reports will locate under the Custom Reports folder.
- For those with whom the folder was previously shared: The folder is removed from their view, and they lose access to run any reports that were contained within that folder.
A user can create custom folders to help keep their reports organized and choose not to share them with other users. When removing a custom folder in this case, its stored reports will still be accessible under the Custom Reports folder.