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Setting up Your Folders

 

To find a saved or stored dashboard, go to the File tab located on the tool bar and click on the Open button.

 

 

 

 

Once selected, a pop-up will appear that shows you two main folders: Personal Dashboards and Public Dashboards. To expand an individual folder, select the small plus sign next to each folder.

 

 

 

The Public Dashboard folder contains dashboards that are shared with all of the Report Upgrade users in your organization. The Personal Dashboard folder contains dashboards that only you have access to.

By selecting the dashboard name and right-clicking, you can create a bookmark, copy the dashboard or delete it.

 

 

 

 

Once you have located the dashboard you want to open, select it and click OK.