Working with Folders

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Copy and Paste Folders

You can use the Tree pane to copy an existing report folder and paste it into My Reports. You can then edit the folder by adding or deleting reports or adjusting filters.

  1. From the Tree pane, select the report folder you want to copy and click on the Copy icon.
  2. Click on the My Reports folder and click on the Paste icon. A copy of the selected folder is now in your My Reports folder.

You can change the name of the report by clicking on the Edit icon in the Details pane.

Deleting Folders

Select the reports folder from the Tree pane and click on the  Delete icon.

Expanding Folders

To expand all the folders in the Tree pane, click on the  Expand All icon. To collapse all the folders, click on the  Collapse All icon.

Related Topics

About Standard Reports

Navigating the Reports Module

Modifying Reports

Sharing Reports

Schedule and Email Reports

Copying Pasting or Deleting Reports

Viewing History

Running Standard Reports



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Last Published Monday, March 24, 2014