When you open the Reports module, you’ll see these folders:
All Reports – every report (user-created and predefined)
Predefined Reports – built-in reports by Pelanor. These are useful if you’re new to the platform and want an overview of your cloud environment or a starter dashboard
My Reports – reports created by you
You can also create custom folders to organize reports by business or technical needs.
1
Create or edit a report
Create a new report (or open an existing one) and click Save.
2
Name your folder
In the folder input, enter the name for the new folder.
3
Save the report
The report is saved in that folder, which will now appear in the sidebar.
By default, all folders and reports are visible to every user in your Pelanor account. You can restrict access by:
Creating Workspaces
Assigning users to specific Workspaces
After that, users will only see reports and folders created by others in the same Workspace (unless they have access to the Default Workspace).For setup instructions, see the Workspaces section.