Within File Manager, you can change the name of a report or folder. This topic details how to rename a file; however the process is similar when renaming a folder (the only difference being you select the folder rather than file in step 3.)
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 from the Main Menu Bar.
- Then select File Manager from the menu.
2. Navigate to the folder
- Navigate to the folder where you wish to Rename a File or Folder by clicking the folder name 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. Select File
- Select the file you wish to Rename.
- Click the Rename button.
4. Rename File
- Select the folder where you want to move or copy your folder or file. Note that the selected folder will be displayed against Destination in bold.
- Click Rename.
Note: Clicking the Move button allows you to move your folder or file to the selected new location. Clicking the Copy button allows you to copy the folder or file to the selected new location.
5. View your Changes
- Navigate to the folder where the file or folder was renamed and view your changes.
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