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Report Center > Using the Report Catalog > Managing folders
Managing folders
The Report Catalog offers the options to create, copy, share, delete, and move items between folders. The actions available to you depend on the permissions configured. For example, you can only move and share your own folders.
Select a link below for further instructions.
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Create a new folder
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Copy a folder
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Move items between folders
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Share a folder
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Delete a folder
Create a new folder
You can create new folders only within the My Reports folder, up to a maximum of 4 levels of subfolders. Folder names can have a maximum of 200 characters.
To create a new folder:
1.
Navigate to the location in My Reports where you want to place the new folder.
2.
Click the Add Folder button in the toolbar.
3.
Enter the new folder name, then click Add.
You can rename the folder later, if required, by clicking its down arrow and selecting Rename from the menu.
Copy a folder
When you copy a folder, you also copy all of the contents in that folder, including subfolders and their contents.
To copy a folder:
1.
Navigate through the Report Catalog to find the folder you want to copy. This can be a folder containing standard reports, one created by you, or a folder shared by someone else.
2.
Click the down arrow next to the folder you want, and select Copy from the menu.
 
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Note 
To copy multiple folders, mark the check box to the left of each folder, then click the Copy button in the toolbar.
3.
If you are copying a standard or shared folder, select the location where you want to store the copied folder. By default this is the My Reports folder; if you have created further subfolders, you can use the Folder drop-down to choose one of those.
If you are copying one of your own folders, it is automatically saved to the same location as the original.
4.
Click Copy.
The folder is saved to the selected location. If you are copying a folder that you own, "Copy" is appended to the folder name. You can now rename the folder by clicking its down arrow and selecting Rename from the menu. You can also edit the reports in the folder as required.
Move items between folders
If you have several folders under My Reports, you can easily move reports and folders around using drag-and-drop:
1.
Select the items that you want to move.
2.
Drag the items to the destination folder, in either the left-hand or right-hand pane. Note that a "Move items" popup appears as you start the drag: this turns green when hovering over a valid location, or red when over a folder where you cannot drop the report – for example, in Standard Reports.
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A success message appears once you have moved the items to a valid location.
 
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Note 
If a report is shared, moving it to a folder that is not shared does not change the sharing permission assigned to the report. If you move a report to a shared folder, the report inherits the folder's sharing permissions.
Share a folder
When you share a folder, you also share the reports in that folder with the same permissions. You can then edit the sharing permissions for individual reports within the folder, although note that changes will remove the sharing permission from the folder. See Share a report for more information.
To share a folder:
1.
Navigate through My Reports until the folder you want to share is shown in the right-hand pane.
2.
Click the down arrow next to the folder, and select Sharing from the menu. Alternatively, mark the check box next to one or more folders, and click the Share button in the toolbar.
3.
In the popup window, select one of these options:
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Not shared means you are the only person who can access the folder. Select it if you want to remove sharing from a folder.
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View only allows others to run the reports in this folder, but not save any changes to them.
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Allow editing enables others to both run and save changes to the reports in this folder.
4.
Click OK.
The folder now has the sharing icon next to it in the list. Hover the mouse over the icon to see the sharing permissions allocated to the folder.
Delete a folder
Deleting a folder also deletes all reports and subfolders contained within it.
To delete a folder:
1.
Navigate through My Reports until the folder you want to delete is shown in the right-hand pane.
2.
Click the down arrow next to the folder you want to delete, and select Delete from the menu. Alternatively, mark the check box next to one or more folders, and click the Delete button in the toolbar.
3.
In the popup window, click Delete to confirm.

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Report Center > Using the Report Catalog > Managing folders
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