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Remove unwanted report folders

Learn how to remove report folders by moving reports to a new folder.

Written by Cristiana Ghinea

In Access Charity CRM report folders only exist when they have a report in them. In order to remove a folder, you will need to move all the reports out of the folder you want to delete and into a new one.

Follow the steps below to remove an unwanted report folder:

  1. Select a report in the folder.

  2. Click Edit.

  3. In edit mode, select the Save drop-down arrow and click Save As.

  4. In the Folder drop-down, select a different folder for the report.

    • If you want to create a new folder, type the name in the field.

  5. Click Save.

  6. Repeat these steps for each report in the folder.

Once the final report is moved out the folder will no longer exist.

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