Creating a new folder

About this task
Create a new folder for organizing reports from the Web client.
  1. In the Reports navigation bar, hover over My Reports, Shared Reports, or any of the folders under those nodes to enable the context menu.
    Cursor hovering over My Reports heading in the Reports navigation bar. Context menu twistie is now active in the header bar.
  2. Click the menu twistie in the My Reports, Shared Reports or sub-folder menu bar to display context options, and click New Folder. If you select My Reports or any of its folders, the new folder that is created is private by default. If you select Shared Reports or any of its folders, the new folder that is create is shared by default. If you select a folder, the new folder that you create inherits the project or team area association of the folder you selected.
  3. Enter a name for the new folder. If you have created a new folder from theMy Reports or Shared Reports nodes, select a project or team are to associate the folder with. Click OK.
Results
The reports under Shared Reports are visible to all project members, organized by headings that match the folder structure. The reports under My Reports are visible only to you.

Reports hierarchy in the Web client

Shared Reports menu in the Web interface


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