How to Create a Folder in Custom Reports

To create a folder in Research Tools:

1. Select “Custom Reports” from the left navigation panel.

2. Select the "Action" button, then select “Create a new folder”.

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3. Enter in the “Name” and “Visibility” setting for your folder, then select “Submit”.

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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”.

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How to move a single folder and/or custom report into a folder:

1. On the Custom Reports page, select the ellipsis icon next to the report you want to move.

2. Select “Move” 

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3. 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.

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How to move multiple folders and/or reports to a folder:

1. On the Custom Reports page, check the boxes next to the reports you want to move.

2. Select the "Action" Button and select “Move Selected”.

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3. On the new window that appears, select the folder you want to move the reports into. 

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• 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).