Create and Share Custom Report Folders

The article provides a comprehensive guide on creating, sharing, and organizing custom report folders within a reporting feature. Users can create folders by clicking the add folder icon and can share these folders with others. The guide includes steps for adding reports to custom folders, renaming, sharing, or removing them. It emphasizes that shared folders allow access to reports for other users. The default folder structure includes Recent, Standard Reports, and Custom Reports. Users can manage reports within these folders, with instructions on navigating and removing reports. The article highlights that removing a folder also removes access to its contained reports for shared users, while the owner retains access through the Custom Reports folder.

Jul 8, 2026
Knowledge

Title

Article Text

Purpose: To teach you how to create, share, and organize custom folders within the Reports feature.

Table of Contents

Custom folders
How to add a report to a custom folder
How to share, rename, or remove a custom folder
Organize your folders

Custom folders

Custom folders allow users to organize reports, and they can share them with other users and access levels.

To create a custom folder, click the add folder icon.

How to add a report to a custom folder

To move a report into a custom folder, click on the three-dot icon on the right side of the report, hover over Add to folder, and select the desired folder. Note that if the destination folder is currently shared with other individuals, they will gain access to the report once you add it.

Organize your folders

Report are housed by default in one of the following folders:

Recent:A list of the user's most recently viewed and favorite reports
Standard Reports:A list of preset reports that BambooHR created
Custom Reports: A list of all custom reports created in BambooHR
Signed Documents:This folder includes all signature requests

Custom folders

You can create custom folders to share reports with individuals or access levels or to help you organize your reports:

Custom folders shared with me:If another user has shared a folder with you, it will appear under the main folder section. Notice the person icon within the folder.
Custom folders created by the user:Each user with access to the Reports tab can create their custom folders for organizational purposes. These folders will appear beneath the main folder section.

Remove custom reports from custom folders

Navigate a custom folder

First, navigate to the folder containing the report you would like to remove. Click on the three-dot icon next to the report you would like to remove from the folder and select Remove from folder.

The report will be removed from the folder, and a confirmation message will show. Note that when you remove a report from a folder, it will have the following results:

Any individual accessing the report by a shared folder loses access to the report upon its removal.
The owner (creator) of the report can still access the report through the My Reports folder.
Individual users can create their own folders for organizational purposes and move shared reports into other folders accordingly. If a user chooses to remove a report from one of these folders, the report will no longer show under the custom folder but remains accessible through the Custom Reports folder.

Remove a custom folder

If you have shared a folder with other individuals or access levels, you can choose at any time to remove the folder. To do this, click on the three-dot icon to the right of the folder, select Delete, and confirm the update. The following will occur:

For the owner of the folder:The folder is removed, and its existing reports will locate under the Custom Reports folder.
For those with whom the folder was previously shared:The folder is removed from their view, and they lose access to run any reports that were contained within that folder.

A user can create custom folders to help keep their reports organized and choose not to share them with other users. When removing a custom folder in this case, its stored reports will still be accessible under the Custom Reports folder.

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