You can define a hierarchy in which to organize your reports. For example, you can add
and remove folders, create reports in any folder, and move reports and folders to other
folders.
Procedure
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To create a folder and place it in a hierarchy:
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From the Reports menu in the Engineering Workflow Management , Engineering Test Management, or Requirements Management applications, click either Shared
Reports or My Reports.
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Select a location for the folder:
- To create a folder at the top level of the folder hierarchy, at the top of the page, click the
Create Folder icon.
- To create a subfolder, hover over a parent folder row and in the Actions column, click the
Create Folder icon.
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Type a name for the folder and a description of its contents, and then click
Save.
Tip: When you create a folder on the My Reports page, you can share the folder by
selecting the Shared checkbox. When you click Save,
the folder is moved to the Shared Reports page.
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To move one or more reports, folders, or both to another folder:
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Select one or more reports, folders, or both:
- To move one report or folder, hover over the row that contains the report or folder, and in the
Actions column, click the Move/Copy Folder icon.
- To move multiple reports and folders, select the check boxes next to those reports or folders.
At the top of the page, click the Move/Copy Folder icon.
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Expand the folders until you reach the location to move the item or items to.
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Select either Copy or Move, and then click
OK.