How do I add a new (custom) report folder?

To create a new folder

To edit a custom folder

To delete a custom folder

To set custom folder permissions

To set the owner of a custom folder

To add a report to a custom folder

Entuity reports are divided into different categories (which are summarized in the Introduction to Entuity reports article), and each of these categories has its own report folder. You can also create, edit or delete a new report folder at any level, i.e. at the top level alongside the existing system report folders (as listed in the above article), or as subfolders within those folders or your own custom folder.

To create a new folder:

1. Navigate to the Reports page. This will list the Report Categories, each of which having their own folder. You can also create a new folder when you are saving a custom report, by clicking Browse next to the Report URL field (please see, for example, the Report Options section of this article).
2. Click New Folder. This will open the New Reports Folder window.
   
   
   
   
   
3. Enter a Name and Description for the new folder and click OK to save, otherwise click Cancel. The parent folder is displayed at the top of the window.
4. The new folder will appear in the list of folders, depending on where you have chosen to create the folder.

To edit a custom folder:

You can only edit the details of custom folders.

1. Navigate to the level at which you have created your custom folder. Click the edit symbol next to the custom folder's name, which will open the Edit Report Folder window.
2. In this window, you can edit the owner, name and description of the folder. Click OK to save any changes, otherwise click Cancel.

To delete a custom folder:

You can only delete a custom folder.

1. Navigate to the level at which you have created your custom folder. Tick the box at the right end of the row.
2. Click Delete. A confirmation message will appear - click OK to delete, otherwise click Cancel.

To set custom folder permissions: 

You can set the custom folder permission levels through the Report permissions functionality. Permissions are set on a user group basis.

1. Click Main Menu and then Administration.
2. On the Administration page, click Account Management.
3. Under the Groups section, select the user group for whom you want to set folder permissions, and click Report Permissions to open the Report Permissions for [user group] window.
4. Navigate to the custom folder for which you want to set permissions and then click on the current permission (by default, set to 'Use default' to open the available choices. These choices are as follows:
   • Use default
   • No Access
   • View only
   • View and Run
   • View, Run and Schedule
   • View, Run, Schedule and Edit

The permissions of reports within the custom folder will default to that of the custom folder itself, unless you specifically set permissions for individual reports.

To change the owner of a custom folder:

The user who creates the custom folder will be set as the owner. An owner will always see a report folder (even if it is empty).

To change the owner of a custom folder:

1. Navigate to the level at which you have created your custom folder. Click the edit symbol  next to the custom folder's name, which will open the Edit Report Folder window.
   
   
   
2. In the Owner dropdown field, select from the list of users. Click OK to save your changes, otherwise click Cancel.

To add a report to a custom folder:

You can only add custom reports to a custom folder. You can create custom reports using the Report Builder from any level of the reporting hierarchy (e.g. from the top level on the Reports page, or at the level of the custom folder itself).

When you are building your report, navigate to and expand the Report Options section. In the Report URL field, ensure that you enter/browse to the custom folder directory. This will ensure the report is saved in the custom folder.

Click Browse to find your custom folder.