How can I create report folders?

By default, reports are stored in different categories. You can create personal or public folders to store the frequently used reports in a common folder for easy access.

To create report folders:

  1. Click the Reports tab.
  2. In the Reports home page, click Create Report Folder.
  3. In the Create Report Folder page, do the following: 
    • Enter the Folder Name.
    • Enter the Folder Description.
    • Select Accessibility Details: 
      • All Users are allowed to view this Report Folder: Select if you would like to enable the folder access for all the users.
      • Show this Report Folder only to me: Select if you would like to enable the folder access only to you.
      • Allow the following users to view this Report Folder: Select the users or user roles that can access the folder.
  • Click Save.