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Analyze: Managing Folders and the Dashboard Management Table

Cheyenne V. avatar
Written by Cheyenne V.
Updated today

This article will cover:

Unified Dashboards in Analyze is currently in Beta.

Managing Folders in Analyze

Folders allow for additional organization. Whether a folder is created for a team or a specific campaign, follow these steps to create and manage the folders in your account.

Creating a Folder

To create a folder, follow these steps:

  1. Click Analyze in the left-hand navigation bar

  2. Navigate to the dashboard table found under Recent Items

  3. Folders will be found on the left-hand side of that table. Click Manage

  4. Select Create Folder

  5. Enter a folder name

  6. Click Save

  7. Select Close

Editing a Folder

  1. Click Analyze in the left-hand navigation bar

  2. Navigate to the dashboard table found under Recent Items

  3. Folders will be found on the left-hand side of that table. Click Manage

  4. Click Edit

  5. Edit the Folder Name as needed

  6. Click Save

Deleting a Folder

  1. Click Analyze in the left-hand navigation bar

  2. Navigate to the dashboard table found under Recent Items

  3. Folders will be found on the left-hand side of that table. Click Manage

  4. Click Delete

  5. Select Delete

Managing the Dashboard Management Table

The dashboard table is home to all dashboards. You can duplicate, move, delete, and rename dashboards here, as well as edit the table columns.

Follow these steps to make adjustments to dashboards in the dashboard table:

  1. Click Analyze in the left-hand navigation bar

  2. Navigate to the dashboard table found under Recent Items

  3. To duplicate a dashboard

    1. Hover over the dashboard you want to duplicate

    2. Select Duplicate

    3. Adjust the name in the textbox as needed

    4. Select a folder

    5. Click Duplicate

  4. To move a dashboard to a different folder

    1. Hover over the dashboard you want to move

    2. Click Move

    3. Select a new folder

    4. Click Move

  5. To delete a dashboard

    1. Hover over the dashboard you want to delete

    2. Click Delete

    3. Select Delete

  6. To rename a dashboard

    1. Hover over the dashboard you want to rename

    2. Click Rename

    3. Adjust the name in the textbox as needed

    4. Click Apply

To edit table columns, follow these steps:

  1. Click Analyze in the left-hand navigation bar

  2. Navigate to the dashboard table found under Recent Items

  3. Select Edit table columns

  4. By default, all columns will be selected. Click the checkbox to the left of the column name to remove it from your dashboard table

    1. Name

    2. Folder

    3. Last Edited

    4. Created

    5. Author

Best Practices for Managing Folders

Organizing your dashboards into folders makes it easier to find, share, and manage insights across your organization. Whether you’re a small team or a large enterprise, setting up a clear folder structure helps ensure dashboards remain accessible and relevant to the right people. Using folders:

  • Improves collaboration – Teams can quickly locate the dashboards they need without searching through a long list.

  • Reduces clutter – Keeps dashboards grouped logically, so your workspace remains streamlined.

  • Supports scalability – As your organization grows, a structured folder system ensures dashboards stay manageable.

Folder Organization Strategies

Here are some common ways to set up folders, depending on your team’s size and priorities:

Folder Organization Method

Best For

Example Folder

Benefits

By Team or Department

Large organizations with multiple business units.

Marketing, PR, Customer Success, Executive Reports

Each team can manage and access only the dashboards relevant to their work.

By Location or Market

Regional or global organizations.

North America, EMEA, APAC, LATAM

Simplifies tracking performance across markets and helps regional teams focus on local insights.

By Campaign or Initiative

Project-driven teams running multiple campaigns.

Q4 Product Launch, Brand Awareness Campaign, Holiday 2025 Campaign

Keeps campaign dashboards grouped together, making it easier to measure performance from start to finish.

Tips for Managing Folders Effectively

  • Agree on a naming convention (e.g., “Team – Project” or “Region – Campaign”) to keep folders consistent.

  • Review folders regularly to archive outdated dashboards and avoid clutter.

  • Use permissions wisely so only the right people can edit or delete dashboards within a folder.

  • Document your folder structure in a shared resource so new team members can quickly navigate

💡 Tip

Need more help? Feel free to reach out to us via Live Chat or check out our Customer Community.

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