Configure report folders
You can add root folders to your reports using the Reports toolbar and manage your report folders using the Report Folder menu.
Add root folders
To add root folders to your reports:
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Click Add Root Folders in the Reports toolbar.
The Add Root Folders window opens.
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Type the name of the folder you want to add in the field provided.
To learn our best practices for naming folders, see our Administrative Design for Reports article.
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Click >> to move the folder to the list.
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Click Create the list of folders.
The window closes. Your root folders appear in the Reports menu.
Manage report folders
This section describes actions available in the Report Folder menu.
To rename a folder:
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Right-click the folder you want to rename in the Report Folder menu.
The Report Folder menu opens.
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Select Rename Folder from the menu.
The Folder Name dialog box opens.
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Enter the new folder name in the provided field.
To learn our best practices for naming folders, see our Administrative Design for Reports article.
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Click Update.
The dialog box closes. The folder is renamed.
Note:
If the change does not appear right away, refresh the page.
To create sub-folders in your reports:
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Right-click the folder to which you want to add sub-folders in the Report Folder menu.
The Report Folder menu opens.
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Select Create Sub Folders from the menu.
The Add Sub-Folders window opens.
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Type the name of the folder you want to add in the field provided.
To learn our best practices for naming folders, see our Administrative Design for Reports article.
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Click >> to move the folder to the list.
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Click Create the list of folders.
The window closes. Your sub-folders appear in the Reports menu.
You can delete empty folders from the Report Folder menu.
Important!
Only click Delete or Remove if you are sure you want to delete the item. The system does not prompt you to confirm the deletion.
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Right-click the folder you want to delete in the Report Folder menu.
The Report Folder menu opens.
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Select Delete from the menu.
The folder is deleted.
Rename Folder