Create/Manage Custom Report Folders

To access custom reports, go to Reports > Custom Reports.

Create a Custom Report Folder

To create a custom report folder, from the New drop-down, select the New Folder option. A new folder is added to the bottom of the Folders panel and you can enter a name for the folder. The character limit for a folder name is 200.

To create a custom report folder within another custom report folder (i.e., a sub-folder), right-click the folder in which the new report folder will be located and select New Folder. A new sub-folder is added within the corresponding report folder and you can enter a name for the folder.

Rename a Custom Report Folder

To rename a custom report folder, right-click the appropriate folder and select Rename. The folder name becomes editable and you can enter a new name for the folder. The character limit for a folder name is 200. Note: The default folder (i.e., the All Folders folder) cannot be renamed.

Delete a Custom Report Folder

To delete a custom report folder, right-click the appropriate folder and select Delete. A confirmation message appears. Click Yes to delete the folder. If there are custom reports within a folder that is deleted, those custom reports are moved to the All Folders folder.

Share a Custom Report Folder

You can share an entire custom report folder so that all the reports in the folder are shared with your selected organizational units (OU), groups, or users. To share a folder, right-click on the folder, and then click Share Reports. This opens the Share Reports pop-up, from which you can select the OUs, groups, or users with whom to share the report.

See the Share Custom Reports Within a Folder topic in Online Help for detailed information about sharing a report folder.