Create a folder

Report Editors can create new folders.

  1. In the My Reports and Dashboards section, select the Folders tab.

  2. Click New Folder . The Create New Folder dialog box displays.

  3. Type the folder name in the Folder Name field.

  4. In the Select a folder field, select an existing folder where you want to store the folder.

Folder Visibility - Permissions

To specify access and read/write permissions for the folder:

  1. Select one of the following:

    • Private: Only you and roles that are assigned Full Access to folders are able to view and edit the folder. For more information, contact your System Administrator.

    • Shared: Allows you to set your folder to be viewed by a specific user(s) and set read/write permissions.

      1. In the Type User Name or User Group field, select the user(s) or group(s) to which you want to share your folder.

      2. In the Type User Name or User Group field, click one of the following:

        • Can Edit to allow the selected user(s) or group(s) to view and edit the folder.
        • Can View to allow the selected user(s) or group(s) to only view the folder.
  2. Click Create to create the folder.