Folders in Issue Manager’s Reports Unit assist you in managing your reports intuitively. Folders can easily be created, edited, and deleted. Actions performed on folders are transferred to the reports within those folders.
Adding new folders
Procedure To add a new folder:
1 Select an existing node (report or other folder) in the Reports tree where you want the new folder to appear. The folder will appear as a sub-node of the selected folder level.
2 Click the Add Folder button on the toolbar.
3 On the New Folder dialog, specify a meaningful Name and Description for the folder.
4 Check the Share this folder with other users if you wish to make this folder available to other users.
5 Click OK to create the folder.
Editing folders
Procedure To edit an existing folder:
1 Select a folder in the Reports tree.
2 Click the Edit Folder button on the toolbar.
3 On the Edit Folder dialog, edit the Name and Description of the folder.
4 Check the Share this folder with other users if you wish to make this folder available to other users.
5 Click OK to accept your changes.
Deleting folders
Procedure To delete a folder:
1 Select a folder in the Reports tree.
2 Click the Delete button on the toolbar.
3 On the confirmation dialog, click Yes to permanently delete the folder.
Cutting folders
Cutting a folder differs from deleting a folder in that the folder and its contents are saved to the clipboard for subsequent pasting.
Procedure To cut a folder:
1 Select a folder in the Reports tree.
2 Click the Cut button on the toolbar to move the folder and its contents to the clipboard.
Note When you copy a folder, all sub-folders and reports contained within the folder are displayed in blue italics. Elements remain in this state until you select a new location and click the Paste button on the toolbar (or until you right-click an element within the cut group and select Undo Cut from the context menu).
Copying folders
Procedure To copy a folder:
1 Select a folder in the Reports tree.
2 Click the Copy button on the toolbar to add a copy of the folder and its contents to the clipboard.
Pasting folders
Procedure To paste a folder:
1 Select an existing node (report or other folder) in the Reports tree where you want the copied folder to appear.
2 Click the Paste button on the toolbar.
3 The folder will appear on the same node level as the destination node you select.
Pasting folders as child folders
Procedure To paste a folder as a child folder:
1 Select an existing node (report or other folder) in the Reports tree where you want the copied folder to appear.
2 Click the Paste as child button on the toolbar.
3 The folder will appear as a sub-node of the selected node.
Sorting folders
To move a folder up or down within the Reports tree, select the folder you wish to move. Then click either the Move Up or Move Down button on the toolbar.