|Oracle financial Analyzer User's Guide
Part No. A87522-01
Working with Web Reports and Graphs, 12 of 13
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.
To create a new folder, follow these steps:
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.
Result: The new folder is displayed as a personal object in the navigation list.
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.
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.
Select documents to move or copy as follows:
You can use the following methods to move personal reports and graphs within the navigation list:
You can use the following methods to copy reports and graphs within the navigation list:
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.
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:
Note: You cannot change the order of documents in the main Documents folder