BI Tool Rearrange a Folder

 

These are the instructions on how to rearrange the reports in a folder: 

 

1.    From the header, click on the Settings icon.

 

 

2.    Click the appropriate option, either Public Reports or My Reports. NOTE: The ability to edit a folder listed under Public Reports is based on permissions granted by Admin.

 

Graphical user interface, text, application, chat or text message

Description automatically generated

 

3.    From the Menu Editor, Click the folder to be moved. In the image below, the “Personnel” is the folder chosen.  (The Menu Editor will be either the Public Reports Menu Editor or My Reports Menu Editor depending on the option chosen.)

 

Graphical user interface, text, application, chat or text message

Description automatically generated

 

4.    Click the Up or Down buttons to move that folder up or down in the Reports Listing (under either Public Reports or My Reports depending on the option chosen.

5.    Click the checkmark to save the change. Click the X to back out of the screen and not make the changes.