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Analytics > Designing an Analysis > Setting Up Folders in Analytics

Setting Up Folders in Analytics

You can set up report folders and limit user visibility to those folders. After that, only users granted visibility to certain folders can display them on their Reports Homepage.

For visibility into folders, you need the Manage Custom Reports privilege and the Manage Roles and Access privilege.

Setting up report folders consists of these general steps:

1. Create folders and subfolders.
2. Assign user visibility to folders.

   For more information about setting up user visibility, see Setting Up User Visibility to Shared Analytics Folders.

3. Populate folders with reports.

Note: To perform this procedure, your user role must include the Manage Custom Reports privilege.

To create a report folder

1. Click the Analytics tab.
2. On the Home page, click Catalog.
3. In the Catalog subtab, click the New icon and choose Folder.
4. Enter the folder name and click OK.

   NOTE: Restrict report folders names to 255 characters or less. Visibility cannot be configured for shared report folders with names greater than 255 characters.

   For more information, see Setting Up User Visibility to Shared Analytics Folders.

To rename a folder

1. In the Catalog subtab, in the Folders pane, click Rename.
2. Enter the new name.
3. (Recommended) Select Preserve references to old name of this item.
4. Click OK.

To delete a folder

• In the Catalog subtab, in the Folders pane, click Delete, and then confirm your action.

To populate a report folder with reports

• Do one of the following:
  • Create the report, and then save it in the folder.
  • Copy or move an existing saved report from one folder to another.

    For more information on copying and moving reports, see Copying and Moving Reports.