Using Folders to Manage Web Reports and Graphs

Folders organize personal documents for analyst users

If you are an analyst user, you can create personal folders to organize the reports and graphs that you create. You can populate a folder with saved documents. You can also add documents to a folder, delete documents from a folder, and copy and move documents between folders.

Procedure: Creating a folder

To create a new folder, follow these steps:

1. On the Navigation toolbar, click the New button,

   
   

   and choose New Folder from the popup menu.

   Alternatively, you can right-click Documents in the navigation list and choose New Folder from the popup menu.

   Result: The New Folder dialog box appears.

2. Enter a name for the folder and choose OK.

   Result: The new folder is displayed as a personal object in the navigation list.

Adding a document to a folder

When you save a personal report or graph, you have the option to add it to a folder that you have previously created.

For a Web report or graph, you specify the folder in the Save As dialog box, as shown following.

If you choose (none), the document will be saved in the main Documents folder.

Moving or copying documents between folders

If you are an analyst user, you can move a personal report or graph from one folder to another in the navigation list. You can also copy a personal report or graph to another folder.

Selecting documents to move or copy

Select documents to move or copy as follows:

• To select a single document, click the document.

• To select multiple nonsequential documents, press and hold the Ctrl key and click each document.

• To select multiple sequential documents, click the first document, press and hold the Shift key, and then click the last document.

Moving reports and graphs

You can use the following methods to move personal reports and graphs within the navigation list:

• Drag and drop -- Click the selection, drag it to the new location, and release the mouse

• Popup menu commands -- Right-click the selection, choose Cut, click the new location, and then choose Paste

• Keyboard shortcuts -- Highlight the selection, press Ctrl+x, navigate to the new location, and press Ctrl+v

Copying reports and graphs

You can use the following methods to copy reports and graphs within the navigation list:

• Drag and drop -- Press the Ctrl key and click the selection, drag it to the new location and release the mouse

• Popup menu commands -- Right-click the selection, choose Copy, navigate to the new location, and choose Paste

• Keyboard shortcuts -- Highlight the selection, press Ctrl+c, navigate to the new location, and press Ctrl+v

Removing a document from a folder

If you are an analyst user, you can remove a personal document from a folder in the navigation list.

To remove a document from a folder, open the folder, select the document, and click the Delete button on the Navigation toolbar.

Alternatively, you can right-click the document and choose Delete from the popup menu.

In either case, the system will prompt you to confirm the deletion.

Result: The document is removed from the specified folder. If there is a copy of the document in another folder, it is not removed.

Changing the order of documents in a folder

If you are an analyst user, you can change the current order of personal documents in a folder by dragging a document from its current position to a new position. Proceed as follows:

1. Open the folder.

2. Select one or more documents.

3. Drag the selection to a new location in the folder. As you move the cursor, a black bar appears to help you identify the new position.

4. When the black bar is below the desired position, release the selection.

Note: You cannot change the order of documents in the main Documents folder