27.1. Creating Folders

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Whether you are creating a report from scratch or working from a shared template you must first create at least one folder.

The steps for creating folders are similar for each reporting function. It is easier to create folders for templates, reports, and output all at once at the beginning, though it is possible to do it before each step. This example demonstrates creating a folder for a template.

  1. Click on Templates in the My Folders section.

  2. Name the folder. Select Share or Do not share from the dropdown menu.

  3. If you want to share your folder, select who you want to share this folder with from the dropdown menu.

  4. Click Create Sub Folder, and then OK on the confirmation prompt.

  5. Next, create a folder for the report definition to be saved to. Click on Reports.

  6. Repeat steps 2-5 to create a Reports folder also called Circulation.

  7. Finally, you need to create a folder for the report’s output to be saved in. Click on Output.

  8. Repeat steps 2-5 to create an Output folder named Circulation.


Using a parallel naming scheme for folders in Templates, Reports, and Output helps keep your reports organized and easier to find.

The folders you have just created, will now be visible by clicking the arrows in My Folders. Bracketed after the folder name, is the name of with whom the folder is shared. For example, Circulation (BNCLF) is shared with the North Coast Library Federation. If it is not a shared folder, there will be nothing after the folder name. You may create as many folders and sub-folders as you like.

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