Create a New Report Folder or Subfolder

"My Reports" and "Public Reports" are organized in the same manner, using folders and sub-folders for optional report classification.

Note: The term "Subfolder" also refers to top-level folders within the category. For example, even though you might be selecting the Add Subfolder button from the "Public Folders" page, you will still be adding a top-level Public Folder.

This page outlines the following:

• How to add a top-level report folder

• How to add a report subfolder

To add a top-level report folder:

1. Navigate to either My Reports or Public Reports under "Reports" on the "Review Menu":

   

2. Select Options.

3. Select Add Subfolder:

   

4. Enter a name for your new folder in the window that appears:

   

5. Select the Add button.

After clicking Add, the folder will be created. You can view it when you select Browse My Folders from the "My Folders" page or Browse Public Folders from the "Public Folders" page:

To add a report subfolder:

1. Navigate to either My Reports or Public Reports under "Reports" on the "Review Menu":

   

2. Select Browse My Folders from the "My Folders" page or Browse Public Folders from the "Public Folders" page:

   

3. Select the folder that you would like to like to add subfolder directly under:

   

   Tip: You can add subfolders to other subfolders. Simply select the next to a folder to view its subfolders, and then select which one you would like to add a new subfolder to.

4. Select Options.

5. Select Add Subfolder:

   

6. Enter a name for your new subfolder in the window that appears:

   

7. Select the Add button.

After clicking Add, the folder will be created. You can view it when you select Browse My Folders from the "My Folders" page or Browse Public Folders from the "Public Folders" page: