Creating Folders

You create and use folders to help organize items in the repository. You can add folders at multiple levels while in the repository or while saving reports and report objects. When a user adds an object in the repository, by default only that user and an administrator can access the object.

To allow other users to see an object, the originator or an administrator must assign access to other users or groups in Workspace. You must have Report Designer or Global Administrator rights to create a folder.

  To create folders in the repository:

  1. Launch Financial Reporting.

    The repository is displayed.

  2. Click the location within the repository where you want the folder to reside.

  3. Select File , then New, and then Folder. The default folder name is titled New Folder.

  4. Enter a folder name in the Enter New Folder Name text box. You can use uppercase and lowercase letters, numbers, and spaces.

  5. Press OK to activate the folder.