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How to: Create, Delete, or Modify a Folder (Report Manager)

You can create folders to organize and manage the items you publish to a report server. Creating folders can help users find reports of interest to them. For content managers, folders provide a framework for applying permissions. You can create role assignments on specific folders to restrict access to reports that are in development or that should not be widely distributed.

To create a folder

  1. Start Report Manager.

  2. In Report Manager, select the Home folder and click New Folder. Or, to create a folder under an existing folder, navigate to that folder in the Contents page and click the folder to open it. Then click New Folder.

    The New Folder page opens.

  3. Type a folder name. A folder name can include spaces, but cannot include reserved characters that are used for URL encoding: ; ? : @ & = + , $ / * < > |. You cannot type a series of folder names to create several folders at once.

  4. Optionally type a description.

  5. Select Hide in list view if you do not want to display the folder in the default view of the Contents page. The folder will be visible to users only when they click Show Details on the Contents page.

  6. Click OK.

To delete a folder

  1. In Report Manager, navigate to the Contents page. Navigate to the folder that contains the folder you want to delete.

  2. Click Show Details on the Contents page.

  3. Scroll to the folder that you want to delete, select the check box next to the folder name, and then click Delete.

To modify or delete a folder

  1. In Report Manager, navigate to the Contents page. Navigate to the folder you want and click it to open it.

  2. Click the Properties tab. The General Properties page for the folder opens.

  3. To change the folder location, click Move. Type the location of the destination folder, or choose the destination folder from the tree, and then click OK.

  4. Or, modify folder properties in the following ways:

    • To modify display text about the folder, type a name or description.

    • To display the folder in the default view on the Contents page, clear Hide in list view.

  5. Or, to remove the folder and its contents, click Delete.

  6. Click Apply to save changes.