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Report Folder

The Report Folder is a selection that enables the user to create folders under the Reports for the various reports created.

Add/Edit Report Folder​

The user navigates to Administration>Manage Selections.

Note

This function can only be performed by permissions associated to an Administration token.

  1. Under the General Library located to the left of the Manage Selections, select the Report Folder
  2. Click Add Selection.
  3. A new entry will be added to the list called "New Selection"
  4. Click on New Selection . A grid will be displayed.
  5. Click Edit - to change the Display Value.
  6. The user can add a description of the report folder.
  7. Click the update button to save. The Selection will be updated with the new value in the list.
  8. The check box above the grid will set the new selection to Active when checked. If the box is unchecked, the selection is set as Inactive. When the new Item is added, it will be displayed in the tree view to the left of the grid. Selections are not added alphabetically- the user can drag and drop Selections to change the order.

Selections cannot be deleted. Instead the user can make a Selection inactive by following step 8 above.