Folder Contents and Access

Folder Contents and Access

Folders help organize reports and additional company data. When users log in to Emburse Analytics, they will have access to the following standard folders:

As a Creator, you can also create new subfolders within the preconfigured folders .

Subfolders take the access permissions of the parent folder. There is no way to create a subfolder that is limited to a different subset of users than the parent folder.

Folder Actions

Select the More Actions button to the right of any subfolder, report, or dashboard to view the actions you may take, including renaming, copying, moving, deleting, and scheduling. Left navigation folder list with the More Actions button open for a selected folder, showing options such as Rename, Copy, Move, Delete, and Schedule.

Personal Folder

The Personal folder is named after the user. All the reports and dashboards created by the user can be found here. They are accessible only by that user.

Personal folder view showing dashboards and reports created by the logged-in user.

Organizational Folder

The Organizational folder is named after your organization and is accessible by all Viewers and Creators. It holds reports and dashboards specifically for the organization.

Organizational folder view displaying shared dashboards and reports available to all Viewers and Creators.

Emburse Analytics Folder

This folder includes all Emburse-created content, including standard reports and dashboards. All Viewers and Creators have access to this folder. For a list of Emburse Analytics standard reports and dashboards, see either Emburse Enterprise Standard Reports & Dashboards or Emburse Professional Standard Reports & Dashboards .

Emburse Analytics folder showing standard Emburse-created dashboards and reports.

The Emburse Analytics folder contains subfolders for each Emburse business unit to which your organization subscribes.

Emburse Enterprise Example

Example of Emburse Enterprise subfolders within the Emburse Analytics folder.

Emburse Professional Example

Example of Emburse Professional subfolders within the Emburse Analytics folder.

Inside each folder, you will find preconfigured dashboards (yellow icons) and reports (green icons). Double-select on the desired report or dashboard to run it.

Folder view showing dashboard icons in yellow and report icons in green.

Emburse Analytics Pro Folder

If your organization subscribes to Emburse Analytics Pro, Creators will see this folder containing all Pro dashboards and reports. For a list of Emburse Analytics Pro standard reports and dashboards, see either Emburse Enterprise Pro-Tier Standard Reports & Dashboards or Emburse Professional Pro-Tier Standard Reports & Dashboards .

Emburse Analytics Pro folder showing Pro dashboards and reports available to Creators.

The Emburse Analytics pro folder contains a single subfolder labeled with the name of the Emburse product your organization uses.

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