Creating and Deleting Folders

Using the Manage Folders window you can create, organize, and delete folders.

Note: The folder will not appear in the Reports Navigator until you save a report into the folder.

Closed To create and organize folders

  1. Click Manage Folders.

The Manage Folders workspace opens to the Create Folder tab.

  1. Select the folder in which you want to create a new folder.

  1. Enter a name for your folder and click Create.

Note: The folder name is limited to 25 characters, numbers, and spaces. Special characters are not allowed.

 

 

Closed To delete a folder

  1. Click Manage Folders.

The Manage Folders workspace opens to the Create Folder tab.

  1. Click the Delete Folder tab

A list of folders you can delete appears

  1. Select the check box for each folder you want to delete, then click Delete.

The selected folders are removed from the list.

Reference

Closed Screen Components

Create Folder tab

Select Folder

Select the folder in which you want to create a new folder.

Folder Name

Enter a name for the folder you want to create. The name is limited to 25 characters, numbers, and spaces. No special characters are allowed.

Click to create the folder.

Delete Folder tab

List of folders

The list of folders shows the folder ID, name, path (folder organization), who created it, and when it was created.

Select the check boxes of the folder(s) you want to delete.


Click to delete the selected folder(s).

 

See Also

Creating and Managing Folders and Reports