Manage Reports

Another way to keep reports organized is to use the Manage function. It allows you to:

• Create Folders
• Rename Folders
• Delete Folders

These functions are optional.

Create

To Create a new Reports Folder, perform the following:

1. Click on the Manage button in the Folder tool bar. Alternatively, you can click the  Show Folders button to reveal the current folder list and click the New Button.

   
   

   

   You can toggle the folder list by using the Show Folders/Hide Folders button.

2. The Report Folders Management window will open displaying the two panes:
   • Folders

   • Reports

     By Default, the display is set to All Reports on the folder side

3. Right click on the All Reports folder and select New Folder from the menu.
   
   
4. Enter a name for the folder and hit the Enter key. The folder will be highlighted with the new name. The reports folder will be empty until reports are added to the folder.
5. Click on the All Reports folder to bring back the list of reports.
6. In the reports pane, highlight the reports you want to relocate to the newly created folder. You can move one at time, use the CTRL method to select individual reports, or the Shift key method to select a range of reports.
7. Drag the selected reports to the new folder with the left mouse button held down.
8. Release the mouse button when the folder his highlighted to move the reports.

9. Click on the new folder to see the moved reports.

   

   

   The reports will still be displayed in the All Reports folder. The All Reports folders will always display reports no matter the folder structure beneath it.