Working with folders

Folders allow you to create a structure for you reports. By setting folder properties, you can also share reports through sharable folders.

Creating report folders

To create a report folder:
  1. Point the mouse to the Reports node, click the dropdown icon, and select New Report Folder. The New Report Folder window is displayed.
  2. Type in the report folder nam and select a parent folder. Leave the value as none to create a root folder.
  3. If you are using the admin account or have Public Folder Administration rights in the Rational ClearQuest user registry, you can select Share to share the folder.
  4. Click Save.

Adding reports to a folder

To add reports to a folder
  1. Point the mouse to the Reports folder node and select Add Reports to Folder.
  2. Select a parent folder to move reports to, select the report, and click the arrow button.
  3. Click Save.

Removing reports from a folder

To remove a report from a folder:

  1. Point the mouse to a Reports folder or Report Design node, and click the dropdown icon.
  2. Select Remove from Tree. The Reports folder or Report Design is removed from the folder. You can reassign a report to a folder even after it has been removed from a folder.

Sharing folders

By sharing a report, you make it visible to everyone who has access to the Report Server for ClearQuest on which the report is stored. You must have the administrator or lead user privilege to be able to share reports. To enable reports for sharing:
  1. Log in to the Report Server for ClearQuest as an administrator or lead.
  2. Create a report folder, selecting the Share check box.
  3. Add uploaded reports to the shared folder, or upload new report designs to the folder. Be sure to select the Shared check box when uploading the report design.

Displaying and editing folder properties

To display properties for a report folder:
  1. Point the mouse to a Reports folder or Report Design node, and click the dropdown icon,.
  2. Click Properties. The following properties are displayed:
    • Report folder name
    • Parent folder
    • The shared property
    • Permissions for users with access to the report folder.
  3. Edit the properties if your account has the user privileges.

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