Skip to content

Working with folders

Folders are used to organize your favorite reports into groups that are meaningful to you. For example, you might create one folder for financial reports and another folder for daily stock reports.

  • To create a new folder click the Organize Favorites button Organize Favorites button from the standard toolbar. In the Organize Favorites dialog box, click New Folder, type a name for the folder, and then press OK. Repeat this step until you have created as many folders as you’d like.
Organize Favorites dialog box with New Folder option
  • Move reports from the favorites list into the appropriate new folders. You can create nested folders by dragging one folder into another.
  • You also have the ability to create a mapped folder to a physical file location on your computer or network. This will display all reports contained within this physical folder in the Favorites Center.

When you are finished creating and organizing folders, click Close.