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Getting Started

How to open Folio, find your way around it, and know what you can do there.

Overview​

Folio, at folio.toflourish.org, is where your organization builds reports and dashboards over its data and shares them. Each report reads one source. That's your organization's Salesforce or a Flourish solution your organization uses, such as Consumer Health. A report runs when someone opens it, so it shows the data as it is right then.

Your organization switches Folio on in the Flourish Dashboard. See Solutions. Its admins then turn on the sources reports can read. See Sources and Settings.

Folio works on a phone as well as a computer. On a phone, the menu button at the top opens the sidebar.

Opening Folio​

There are two ways in:

  • In the Flourish Dashboard, open Solutions and choose Open on Folio's card. Folio opens in a new tab.
  • Go to folio.toflourish.org.

You sign in on Flourish's sign-in page, the one every Flourish app uses. If you've signed in to a Flourish app in this browser before, you choose your account from its list. How signing in works is on the Flourish Dashboard's Getting Started.

After you sign in, Folio opens your organization. If you belong to more than one, Your organizations lists them, and you choose one. An organization whose Folio is switched off shows Not active right now and doesn't open.

If Folio says You aren't part of an organization in Folio yet, ask your organization's admin to add the email address you signed in with. If you signed in with the wrong account, choose Use another account.

Each organization's address is its own, so you can work in two organizations in two tabs.

Signing out​

Choose your name at the bottom of the sidebar, then Sign out. It signs you out of every Flourish app in this browser.

Home​

Home is the first page of an organization. It lists the reports, dashboards, and collections you can open.

Folio's Home for Cedar Hollow Food Bank, with the sidebar on the left. New collection, New dashboard, and New report sit above three lists: Collections with Board packets, Fundraising, and Programs, My reports with Gala RSVPs and Grant deadlines, and Shared with me with Pantry visits by ZIP code. Each row shows its kind, its owner, and when it last changed.
SectionWhat it lists
CollectionsThe collections you can open. A collection holds reports, dashboards, and other collections. See Collections and Sharing.
My reportsYour own reports and dashboards that aren't in a collection.
Shared with meReports and dashboards someone shared with you directly.

Each row shows what kind of item it is, who owns it (You for your own), and when it last changed. Choose a row to open it.

If you build reports, New collection, New dashboard, and New report sit at the top. A report or dashboard you make here starts in My reports, where only you can see it until you share it.

The sidebar​

ItemWhat it's for
Organization, at the topThe organization you're in. Choose it to switch to another one or to go to All organizations.
HomeYour reports, dashboards, and collections.
PeopleWho is in the organization and who builds reports. See People and Roles.
SettingsThe organization's settings and the sources reports read. See Sources and Settings.
Your name, at the bottomYour email address and Sign out.

What you can do​

What you can do in Folio depends on your role in the organization.

RoleCan
No roleOpen what's shared with you.
CreatorBuild reports and dashboards, make collections, and share them.
AdminAdd people, choose who builds reports, turn sources on and off, and change the organization's settings.

Admins don't build reports unless they also hold the creator role. An admin without it sees Build reports yourself on Home and can give themselves the role in one click.

Each report, dashboard, and collection is shared with people to view it or to edit it. See Sharing.