---
title: "Organize reports"
slug: "organize-reports"
updated: 2026-06-01T16:38:19Z
published: 2026-06-01T16:38:19Z
canonical: "help.quickbase.com/organize-reports"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.quickbase.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Organize reports

Organize reports in the report menu to make them easier to navigate for your users. If reports are not organized, they are listed in alphabetical order. You can organize your reports to do things like:

- Move the most popular reports to the top of the list
- Group reports according to topic or purpose

## Requirements

App admins can organize reports in an app. This means in the app, your role must have:

- Access level of **Full Administration**
- **Edit Field Properties** column checked for each table in which you want to organize reports

These options appear on the Permissions tab when you edit the role.

> [!NOTE]
> Note: If the app is in an account on the **Quickbase Essential** plan, only users in the Administrator role can organize reports.

## Turn on organize mode

1. In the sidebar, select the table featuring the reports you want to organize.
2. Select **Reports** under the table name to open the report menu.
3. Select **Organize** to turn on organize mode. You'll see dragging indicators appear next to the report names. ![Report menu in organize mode showing dragging indicators next to report names](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/30868911436052.png)
4. When you are done organizing reports, select **Organize** again to exit organize mode.

## Reorder reports

To reorder a report, select the dragging indicator and move the report to the desired location. You can also hover over a report name to access the three dot more menu. Within that menu, there is the option to move the report up or down.

![Report menu showing the three dot more menu with options to move a report up or down](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/30868904406676.png)

To move an entire report group, select the dragging indicator next to the group name.

## Create report groups

1. Hover over a report name and select the three dot more menu.
2. Select **Move to group. ![Report menu showing the Move to group option in the three dot more menu](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/30868911445140.png)**
3. Type in the name of a new group, or search for an existing group and select **Move report**.

Group names restrictions:

- Maximum of 32 characters
- Cannot be blank
- May not duplicate other group names, including Shared, Personal reports, or Recent

## Remove a report from a group

1. Hover over the report name and select the three dot more menu.
2. Select **Move to group** to move the report to a different group. Or, select **Remove from** **[group name]** to move the report back to the Ungrouped reports category.

## Rename report groups

1. Hover over the report group name and select the three dot more menu.
2. Select **Rename group** ![Report group menu with Rename group option highlighted](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/30868904418964.png)

## Delete report groups

1. Hover over the group name and select the three dot more menu.
2. Select **Delete group**

You'll have the option to also delete the reports within the group. If you do not delete them, they are moved back to the Ungrouped reports category.

## Organize a report from the report builder

When creating a new report, or changing an existing report, you can also use the report builder page to set how it's listed in the report menu.

1. In the settings for a new or existing report, use the Reports & Charts panel section, then select **Show options**.
2. Use the **Group for this report** setting to select an existing group.

## Edit reports from the report menu

Rename a report:

1. Hover over the report name
2. Select the three dot more menu > **Rename report**

Delete a report:

1. Hover over the report name
2. Select the three dot more menu > **Delete report**

Modify a report:

1. Hover over the report name
2. Select the three dot more menu > **Report settings**