Organize assets into folders for Insights

In Insights, your team members can create personal folders to add hierarchical structure to Insights asset management. Using folders, people can more easily organize, navigate through, and discover dashboards, analyses, and datasets. Within a folder, you can still use your usual tools to search for assets or to add assets to your favorites list.

NOTE Personal folders are visible only to the person who owns them. You can't transfer ownership of personal folders to anyone else.

Prerequisites

You have the Insights Author license.
You have the Insights Reader license. The following limitations apply:
- Readers can't own a personal folder.
- Readers can't create or manage folders or folder content.
You have the Create Content permission.
You have the View Content permission.
You have at least one of these permissions:
- View Analytics Data
- View Classic WFM Data
- View QM Data
- View WFM Data

Page location

Insights > My folders

Procedure

Favorite a folder

Click the favorite ( ) icon next to your personal folder to mark it as a favorite.

Create a subfolder

Click + New to create a subfolder in your folder.

Add assets to a folder

Click + New to add asset to your folder, including Analysis, and Dataset.

NOTE To add assets to a personal folder, you must already have access to the assets. Multiple assets can have the same name.