Reports: Create a Custom Folder

Reports: Create a Custom Folder

Purpose

  1. To demonstrate how to create a new folder in the Report List view. 

Related Articles


Video



Instructions




1. Navigate to the Reports Module and select Ad-Hoc Reports from the menu.
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Navigate to the Reports Module and select Ad-Hoc Reports from the menu.
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2. Click on the drop-down arrow next to All Reports to see your current list of Report Folders.
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Click on the drop-down arrow next to All Reports to see your current list of Report Folders.
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3. Click on the three dots next to the folder list to open the menu.
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Click on the three dots next to the folder list to open the menu.
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4. Select Add Folder to add a new folder. If you have an existing folder open you can edit the name, by clicking Edit Folder, or delete it.
Deleting a folder only deletes the folder and not the Reports.
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Select Add Folder to add a new folder. If you have an existing folder open you can edit the name, by clicking Edit Folder, or delete it.
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5. Give your new folder an appropriate name for the Reports it will hold. Then click Save.
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Give your new folder an appropriate name for the Reports it will hold. Then click Save.
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6. Your new folder will now appear in the Custom Folders list.
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Your new folder will now appear in the Custom Folders list.
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7. You can select the Pin next to your report name to make this the default folder when you open Reports.
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You can select the Pin next to your report name to make this the default folder when you open Reports.

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