A folder is a place where you can store reports, dashboards and documents. You can create folders to organize and manage the items you publish to File Manager. Creating folders can help users find reports of interest to them.
Note: Each user's profile is uniquely configured and permissioned by the Account Administrator. Your view may differ slightly. Contact your Account Administrator for further assistance.
1. Access File Manager
Access the File Manager:
- Click the Analytics Settings button on the Main Menu Bar.
- Then select File Manager from the menu.
2. Navigate to the folder
- Navigate to the folder where you wish to add a new folder by clicking the folder name and navigating to that folder in the Directory Listing section.
Note: Selected folder background changes to orange.
Tip:
If you want to jump to a folder that is buried in several other folders, use the Directory Listing. You can click the black triangle next to any folder name to see any folders within that directory, and navigate to the desired folder. Clicking on a folder will display its contents in the File Listing section.
3. Create a New Folder
- Click the New Folder button located in the Toolbar.
- In the Create New Folder modal window, enter the name of the newly created folder.Note: Note that the breadcrumb shows the folder's location in the folder hierarchy.
- Click Create Folder to save your changes or Cancel to return to the previous page.
Warning: Folders created within the Private folder will only be visible to you whereas folders within the Public folder will be visible to everyone with the access rights to the module.
4. View Newly Created Folder
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