Create a Folder

You can organize entries into folders. Having folders that are logically labeled and organized helps you easily locate reports. For example, you might want to create folders in My Folders or Public Folders to help you organize your entries.

You can create folders in the following locations:

You must have write access to a folder to create entries in it.

Notes: Click More to view a full list of actions that can be performed on an entry. Click Set Properties to change the general properties, defaults, permissions, and job properties for an entry. Not all properties are available for each type of entry.

  1. In Reporting Center, go to the location for the new folder.

  2. Click the new folder button on the portal toolbar.

  3. In the Name box, type the name of the new folder.

  4. If you want, in the Description and in the Screen tip box, you can type a description of the entry.

    The description appears in the portal when you set your preferences to use the details view (see Personalize the Portal). The screen tip, which is limited to 100 characters, appears when you pause your pointer over the icon for the entry in the portal.

  5. If you do not want to use the target folder shown under Location, choose another location:

    • Click Select another folder, select the target folder, and click OK. If the folder box is empty, go back one folder level using the path at the top of the dialog box.

    • Click Select My Folders as the location.

  6. Click Finish.

The new folder has the same permissions as the parent folder. For information about changing access permissions, see Access Permissions.

 
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