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Set up the Reports menu view

The Reports menu is divided into two sides: Report Templates and generated Reports. The folders on both sides are the same ones you see in your Documents menu. When you generate a report from a template on the left, it will automatically be saved into your reports folder on the right.

We recommend using separate folders for report templates and generated reports to keep your files organized.

Default view

The two sides of the screen shown in the Reports tab can be customized to show whichever folders you want from the Documents tab of the Engagement. By default, these two folders will be shown: Report Templates and Reports.

View other folders

If you need to access report templates and generated reports from other folders, you can browse to those folders on either side of the view.

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