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Basic Folder Actions
| 1. | To create a folder, just click the add folder button (the folder icon with a green plus). NOTE: If you are having trouble trying to create a folder, try first selecting the main “Reports” folder at the top of the folder tree, then clicking the add folder button again. |
| 2. | To create a subfolder, select the folder in which you’d like to add the subfolder, and click the Add Folder button |
| 3. | To delete a folder or subfolder, click the delete folder button (the folder icon with a red “X”). NOTE: Any reports that were in the folder you’re deleting will be moved to the “Unassigned” folder. |
| 4. | To rename a folder, click the rename folder button (the folder icon with a white box). |
| 5. | To expand a folder to view its subfolders, click the “+” icon to the left of it |
Moving Reports Around in the Folders
| 1. | When you first start, all of the reports you have created will be in the “Unassigned” folder at the bottom of the tree. Also, the Reports pre-created by Thriva will be in the “Pre-Created” folder. |
| 2. | To move a folder just select the report and drag it to the desired folder |
| 3. | NOTE: If you move a folder to your “My Favorites” folder, the report itself will remain in the same place, but you will have a shortcut to that report in your personal folder. |
| 4. | NOTE: The original copy of every “Pre-Created” report must always stay in its default folder (you can tell by the lock icon). However, you CAN create shortcuts to these reports in your “My Favorites” folder and also create a copy of a pre-created report in another folder by clicking and dragging. |
My Favorites Folder
| 1. | The “My Favorites” folder only contains shortcuts to reports. It does not contain actual reports themselves. This means, when you delete an report from “My Favorites,” the original report still exists in its actual folder location. |
| 2. | In best practice, it is good to put your most commonly used reports in your “My Favorites” folder. |
| 3. | Every unique user has their own “My Favorites” folder when they log in. This means that when User A logs in and clicks “My Favorites” he will see a different set of report shortcuts than User B. |
| 4. | NOTE: If your User Role has the privilege “Report Center: Admin User” set to “Yes,” then you will be able to see all other users “My Favorites” folders listed under the folder “User Favorites.” This allows you to click and drag reports into different users’ “My Favorites” – assigning shortcuts to their most commonly used reports for them. Click here to learn about Users and Roles. |
| 5. | NOTE: You can also limit users only to their own “My Favorites” folder. This means they won’t even see or have access to the other reports outside of their own folder. This is controlled as a privilege in the Roles area called “Report Center: Show All Folders.” If this is set to “No” for a particular role, then anyone with that role will only be able to see the reports in their own “My Favorites” folder. Click here to learn about Users and Roles. |
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Relevant Links
How to create a role
How to create a user
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