Creating folders to organize queries, views, and reports

Set up a folder to organize a group of queries, views, or reports. You can add your own top-level folders or subfolders in My Views, My Queries, or My Reports. You can add top-level folders or subfolders for your team in Shared Views, Shared Queries, or Shared Reports.

Procedure

  1. Open the Queries, Views, or Reports page. Click the tab where you want to create the folder, either private or shared, for example, My Queries or Shared Queries.
  2. Create a folder.
  3. In the Folder dialog box, give the folder a name and a description, and then click Create.

Example

A team working on the HeartValve product is ready to develop their next product, HeartValve-2. Several queries, views, and reports are created to support the new product. The product manager creates top-level folders called HeartValve release 2.0 in Shared Views, Shared Queries, and Shared Reports so the team knows exactly which views, queries, and reports to focus on.

What to do next


Feedback