This article highlights how to create folders in the custom report module, as well as how to move existing folders or reports to folders that have been created.
Please note: School Administrators may move shared Custom Reports (that are set to “Myself and all career advisors) into shared Folders (that are set to “Myself and all career advisors).
Sections
- Creating Folders for Custom Reports
- Moving a Folder or Custom Report to an Existing Folder
- Moving Folders or Custom Reports to an Existing Folder
Creating Folders for Custom Reports
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Select Custom Reports from the left navigation panel
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Select the Action button, then select Create a new folder
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Enter the Name and Visibility setting for your folder, then select Submit
- Within a folder, users can select the Create New Report option to create a custom report that will be stored in the selected folder
- Users can also create a subfolder by selecting the Action button and selecting Create a new folder
Moving a Folder or Custom Report to an Existing Folder
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On the Custom Reports page, select the ellipsis icon next to the report you want to move
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Select Move
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On the new window that appears select the dropdown menu, then select the folder you want to move the report into
Note: Root refers to the Custom Reports home page
Moving Folders or Custom Reports to an Existing Folder
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On the Custom Reports page, check the boxes next to the reports you want to move
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Select the Action Button and select Move Selected
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On the new window that appears, select the folder you want to move the reports or folders into