Reports: Create a Custom Folder

Reports: Create a Custom Folder

Purpose

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

Related Articles

Report List

Video



Instructions




1. Navigate to the Reports Module and select Ad-Hoc Reports from the menu.
​
​
Navigate to the Reports Module and select Ad-Hoc Reports from the menu.
​
​
​
2. Click on the drop-down arrow next to All Reports to see your current list of Report Folders.
​

Click on the drop-down arrow next to All Reports to see your current list of Report Folders.
​
​
​
3. Click on the three dots next to the folder list to open the menu.
​

Click on the three dots next to the folder list to open the menu.
​

​
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.
​

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.
​
​
​
5. Give your new folder an appropriate name for the Reports it will hold. Then click Save.
​

Give your new folder an appropriate name for the Reports it will hold. Then click Save.
​
​
​
​
6. Your new folder will now appear in the Custom Folders list.
​

Your new folder will now appear in the Custom Folders list.
​
​
​
7. You can select the Pin next to your report name to make this the default folder when you open Reports.
​

You can select the Pin next to your report name to make this the default folder when you open Reports.

    • Related Articles

    • Frequently Asked Questions- Reports

      What is the difference between Ad Hoc and the other module-specific (“Canned”) reports? Ad Hoc is a framework for creating customized reports around specific requirements and data sources. Canned reports provide a pre-built solution for common ...

    • Work Order List - Create Custom Views

      Purpose The purpose of this article is to demonstrate how to create Custom Views for the Work Order List. Related Articles Work Order List: General Navigation Video Instruction 1. Select Work Order List within the Assets module. 2. Click on the ...

    • First Due Reports (FDR)

      Purpose To illustrate the function and use case of First Due Reports (FDR). First Due Reports live within Ad-hoc Reporting and are created by the First Due Reporting Team. Video Information 1. First Due has created a suite of reports inside of Ad-Hoc ...

    • Apparatus List - Creating Custom Views

      Purpose The purpose of this article is to demonstrate how to create Custom Views for the Apparatus List. Related Articles Apparatus List: Navigating the Apparatus List Video Instruction 1. Select Apparatus List within the Assets module. 2. Click on ...

    • Apparatus List - Creating Custom Views

      Purpose The purpose of this article is to demonstrate how to create Custom Views for the Apparatus List. Related Articles Apparatus List: Navigating the Apparatus List Video Instruction 1. Select Apparatus List within the Assets module. 2. Click on ...