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Finance | Project Operations, Human Resources, ...
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Smartlist Folder Options

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Posted on by 100

We created several reports in Smart List but saved in different folders.  Is there a way to move the reports to another folder so we can organize our reports more efficiently. 

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  • Lucas Reuss Profile Picture
    on at

    Hello Stacey,

    Thank you for your post!  If the Folder itself was created through SmartList Designer, you can click on the Folder and Select Modify, and then change the Series dropdown to a different Series if you need to move it to Financial or Payroll, or something like that.  That is really the only move that is available in SmartList, as there is currently not a way to move specific Favorites to other folders under the same Series.  I'm not sure if this would be something that could be accomplished using SmartList Builder either, but I will leave the post up for the community to comment with further ideas.

    Thank you,

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