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Create, delete, or modify a folder - Reporting Services

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 shouldn't be widely distributed.

Create a folder

  1. Start Report Manager (SSRS native mode).

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

    The New Folder page opens.

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

  4. Optionally, enter a description.

  5. Select Hide in list view if you don't want to display the folder in the default view of the Contents page. The folder is visible to users only when they select Show Details on the Contents page.

  6. Select OK.

Delete a folder

  1. In Report Manager, navigate to the Contents page, and locate the item that you want to modify.

  2. Hover over the item, and select the dropdown arrow.

  3. In the menu, choose Delete.

  4. Select OK.

Modify or delete a folder

  1. In Report Manager, navigate to the Contents page, and locate the item that you want to modify.

  2. Hover over the item, and select the dropdown arrow.

  3. In the menu, choose Manage. The General Properties page opens.

  4. To change the folder location, select Move. Enter the location of the destination folder, or choose the destination folder from the tree, and then select OK.

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

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

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

  6. Or, to remove the folder and its contents, select Delete.

  7. Select Apply to save changes.

Create a folder

  1. Open the web portal of a report server (SSRS Native Mode).

  2. Navigate to folder or subfolder where you want to locate the new folder. Select the Home folder by selecting the Browse button on the toolbar at the top left of the page to create it at the top of the folder hierarchy.

  3. Select the New button on the top right of the report server toolbar, and then select Folder from the drop-down menu.

  4. In the Create a new folder in (current folder name) dialog box, enter the name of the new folder to be created. A folder name can include spaces, but can't include reserved characters that are used for URL encoding: ; ? : @ & = + , $ / * < > |. You also can't type a series of folder names to create several folders at once.

  5. Select Create to complete the action.

Delete a folder

  1. In the web portal, navigate the folder hierarchy and locate the folder that you want to delete.

  2. Right-click the folder, and select Delete from the menu.

  3. Select the Delete button in the Delete <foldername> box to confirm the deletion.

Modify a folder's properties

  1. In the web portal, navigate the folder hierarchy and locate the folder that you want to delete.

  2. Right-click the folder, and select Delete from the menu.

  3. Select the Properties tab. The Properties page displays by default.

  4. You can change the name of the folder in the Name text box.

  5. You can add or change the description of the folder in the Description text box.

  6. You can hide the folder by selecting the Hide this item checkbox.

  7. Select Apply to save the properties changes.

  8. Optionally, you can move or delete the folder by selecting Move or Delete at the top of the Properties page. For more information, see the Move or delete an item (web portal).