Managing folders

Administrator Help | Forcepoint Web Security and Forcepoint URL Filtering | v8.5.x

Use the Report Catalog options to:

Create a new folder

Copy a folder

Rename a folder

Move reports and folders

Share a folder

Delete a folder


	Note Reports and folders can be added to the Favorites folder only by marking the report or folder as a favorite.

Create a new folder

A maximum of 4 levels of folders can be created within the My Reports folder.

To create a new folder:

Navigate to the location in My Reports where you want the new folder.

Click the Add Folder button in the toolbar.

In the Add Folder popup, add a Folder name.

A maximum of 200 characters can be used for the folder name.

Click Add to add the folder or Cancel to return to the Report Catalog without adding it.

Rename a folder by clicking the down arrow next to the folder name and selecting Rename from the menu provided. Enter the new Folder name in the Rename Folder popup.

Copy a folder

When a folder is copied, all of the folder contents, including subfolders and reports, are also copied to the new folder.

To copy a folder:

Navigate to the folder you want to copy.

My Reports or Standard Reports folders can be selected to copy.

Click the down arrow next to the folder name and select Copy from the menu provided.

Check the box to the left of one or more the folder names and click the Copy button in the toolbar.

If you are copying a Standard Reports folder, the Copy To pane opens. Select the Folder where you want the copied folder to be stored. My Reports is selected by default. Use the drop-down to select a different location.

Folders copied from My Reports folders are automatically copied to the same location as the original. See Move reports and folders to move it to a different preferred location.

When a folder you own is copied, "Copy" is appended to the folder name. Rename the folder by clicking the down arrow next to the folder name and selecting Rename. Enter a new Folder Name for the copy.

Rename a folder

To rename a folder in the Report Catalog:

In the folders list, select the My Reports folder or subfolder that you want to rename.

Standard Reports folders cannot be renamed.

Click the down arrow next to the folder name and select Rename from the menu provided.

Enter a new Folder name and click Save.

Move reports and folders

If you have multiple folders under My Reports, reports and folders can easily be moved.

Select the items that you want to move.

Drag them to the destination folder, in either the folder list or the reports list.

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 items. For example, you cannot drop reports in a Standard Reports folder.

A success message appears once you have moved the items to a valid location.

Share a folder

Folders can be shared with other administrators. 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, but changes to report sharing permissions remove the sharing permission from the folder. See Share a report for more information.

From the My Reports folder:

Click the down arrow next to a folder name and select Sharing from the menu.

Check the box next to one or more folders and click Share.

From the Sharing pane, select:

Not shared to remove sharing from the selection.

View only to allows others to run but not make changes to the report.

Allow editing to allow others to both run and makes changes to the report.

Shared folders are added to a Shared by Others folder. Each folder is marked with a sharing icon and renamed using the name of the user who shared the folder. Hover over the icon to view the assigned sharing permissions.

Delete a folder

When a folder is deleted, all of the folder contents, including sub-folders and reports, are also deleted.

To delete a folder:

In the folders list, select the My Reports folder or subfolder that you want to delete.

Click the down arrow next to the folder name and select Delete from the menu provided.

Check the box to the left of one or more folder names and click the Delete button in the toolbar.

Click Delete in the popup window to confirm and delete the selected folders.


	Note Standard Reports folders cannot be deleted.

Note that deleting a report will not update any scheduled job that may include the report. Edit scheduled jobs as needed to remove reports that have been deleted when a folder is deleted from the catalog.