Manage Report Folders

You can create a structure of top-level and sub-level folders to help organize the reports for your site. You can then assign your reports to those folders when creating new reports or directly from the Report List itself.

Once your structure is in place, you can select a folder in the folder directory tree at the left of the Report List to display only the reports in that folder. This is especially helpful if you run many reports.

Note: When you run a report that is in a folder, the results will also be placed in that folder, so you are simultaneously organizing your report configurations and your report results.

Report folders display in alphabetical order within parent folders in the folders area in the left of both the Reports and Report Results lists.

  1. On the Reports list page, select the Manage Report Folders link. The Manage Report Folders page displays.

  2. In the Report Folders list, select the name of the folder under which this folder should be created, or select Top-Level Folder or Custom Reports to place the folder at the highest level.

  3. In the Create a New Folder area, enter the Name for the new folder and select Create New Folder. The folder is added in alphabetical order under the parent, or top folder, highlighted in the Report Folders list (to the left).

  4. Select Finish to return to the Report List page.

Typically, you assign your reports to folders as part of the configuration flow when creating or editing a report configuration. However, you can also move reports to folders directly from the Reports list page.

  1. From the Reports list page, locate the report and select the checkbox to the left of the Name of the report (or, reports) to move.

  2. In the Move Selected To drop-down list (at the top of the list), select the name of a folder and then select the Move button. The report moves into the folder.

You can open a folder and display its contents by selecting directly on the name of the folder. If only the parent folder is displayed, select the plus sign (+) next to a folder or Expand All.

Note: Use the same approach on the Results List page to display the results in any specific folder.

  1. From the Reports list page, select Manage Report Folders. The Manage Report Folders page displays.

  2. From the Report Folders list, select the name of the folder to edit and select Edit Folder. The Edit Report Folder page displays.

  3. Enter a new name for the folder and select Finish. The Manage Report Folders page displays with the folder's new name showing.

  1. From the Reports list page, select the Manage Report Folders link. The Manage Report Folders page displays.

  2. From the Report Folders list, select the Name of the folder to edit and select the Edit Folder button. The Edit Report Folder page displays.

  3. From the Parent Folder drop-down list, select the appropriate option and select the Finish button. The Manage Report Folders page displays.

  1. From the Reports list page, select Manage Report Folders. The Manage Report Folders page displays.

  2. From the Report Folders list, select the name of the folder to edit and select Delete Folder. The Delete Report Folder confirmation page displays.

  3. Select OK.