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Report Set Folder Trees

Report set definitions are organized using two folder trees in the middle pane, underneath Private and Shared cabinets. Use the following options to manage objects in these folder trees:

Always Available

  • Folder Properties - Display the name, description, and owner of a folder, and your access rights to the a folder.
  • (Apply Filter) - Enter text in the filter edit box, then click the funnel icon to apply filtering to the folder trees. Filtering is case-insensitive. Match occurs if filter text is found anywhere in the folder trees.

When a Folder is Selected

  • Share Folder - Shares a folder with user roles and individual users. Applies to shared cabinet folders only.

    Note: See guidelines for share rights to objects within folder trees in the Folder Rights topic.

  • New Folder - Creates a new folder underneath the selected cabinet or folder.
  • Delete Folder - Deletes a selected folder.
  • Rename Folder - Renames a selected folder.
  • Take Ownership - Takes ownership of a folder you do not own. This option only displays for master role users.
  • New Report Set - Opens the report set editor to create a new report set definition in the selected folder of the folder tree.

When a Report Set Definition is Selected

  • New Report Set - Opens the report set editor to create a new report set definition in the selected folder of the folder tree.
  • Edit Report Set - Edits the selected report set definition.
  • Delete Report Set - Deletes the selected report set definition.
  • Schedule Report Set - Schedules publishing of the selected report set definition.