Tidy up your reports Marie Kondo style in Crossbeam. Stay organized and find reports faster with new Report Folders so you can:

  • 🧹 Manage and organize reports across your company. Create report folders that fit your use cases or categorize them by:

    • Partner type (e.g. tech, solution, strategic, reseller, agency)

    • Partner name (e.g. Holver, Surfzer, Bozala, Yaarde)

    • Tier (e.g. gold, silver, bronze)

    • Partner manager (e.g. Brent’s Reports, Jasmine’s Reports, Amanda’s Reports)

    • Partner activity (e.g. co-selling, co-marketing, vetting integrations)

    • Geographic Region (e.g. EMEA, APAC, LATAM)

  • 🤸‍♀️ Spare yourself the mental gymnastics. Skip the scrolling and find the reports most important to you with ease.

  • 🗂 Keep a consistent folder structure that scales. As your team grows, manage folders with easy creation, editing, drag and drop, and deletion functionality.

Prefer to watch instead of read? We got you👇.

Read on to learn how to:


💡 Note: You must have the “Manage Report” permission to create folders, delete folders, and move reports into folders.


Create a Folder

To create your first report folder, click New Folder on the top right of the Reports page. You will be prompted to name your folder. When naming folders keep in mind that folder names must be unique — no two folders can have the same name. These folders will be visible to all other users at your organization.

Move Report(s) into a Folder

There are two ways to move existing reports from the Unfiled (or All Reports) list into your new folder:

  1. Drag and drop a single report into the new folder

  2. Or, select checkboxes for multiple reports, click Move Report, and select the folder you'd like to move them into.


Create a Report From Within a Folder

Create a report from within a folder by clicking Create Report. When you create that report it will be filed within the new folder.

Delete or Edit a Folder

If you decide a folder is no longer needed, select the folder you’d like to remove and click Delete.

⚠️ Keep in mind: If you delete a folder, all reports in the folder will be deleted too.


To edit the name of your folder, select the folder and click Edit to update it and then hit Save.

FAQs

  • What permissions are required to create, edit, and delete folders, and move reports into folders?

    ’Manage’ permissions for Reports are required.

  • Can two folders have the same name?

    No. Report folders must have unique names.

  • Where do reports without folders go?

  • Reports that aren’t in a folder can be found in an “Unfiled” list on your Reports page.

  • Are these folders at the company-level or user-level?

    Folder are at the company-level. This means everyone in your company sees the same folder structure.

Did this answer your question?