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Setting Up Report Folders

You can set up report folders and limit user visibility to those folders. After that, only users granted visibility to certain folders will see them on their Reports Homepage.

Setting up report folders consists of these general steps:

  1. Create folders and subfolders (in Siebel CRM On Demand Answers).
  2. Assign visibility to folders (from the Administrator pages of Siebel CRM On Demand). See Setting Up User Visibility to Shared Report Folders.
  3. Populate folders with reports (in Siebel CRM On Demand Answers).

Note: To perform this procedure, your user role must include the Manage Custom Reports privilege.

To create report folders

  1. Click the Reports tab.
  2. In the Custom Reports and Analyses section of the Reports Homepage, click the Design Analyses link.

    This opens Siebel CRM On Demand Answers.

  3. In the top right corner, click the Manage Analyses link.
  4. In the Manage Analyses window, select one of these options:
    • My Folders. This stores the new folder in your private folder directory.
    • Shared Folders. This stores the new folder in the company-wide shared folder.
  5. Open the parent folder, if necessary.

    This creates the new folder as a subfolder of the parent folder.

  6. Click the Create New Folder link.
  7. Enter the folder name and description.

    NOTE: Restrict report folders names to 255 characters or less. Visibility cannot be configured for shared report folders with names greater than 255 characters.

  8. Click Create Folder.

    When a folder is created, it becomes visible on the Reports Homepage. All users with access to the Shared Custom Analyses folder will see newly created Company Wide Shared folders. If needed, visibility to the shared folder may be restricted by linking user roles to it. If no user roles are linked to the folder, visibility remains public.

    If a new folder is created in My Folders, it becomes visible in the My Analyses folder available from the Reports tab of Siebel CRM On Demand Answers. This folder contains private reports only. Other users will not see them.

    For more information, see Setting Up User Visibility to Shared Report Folders.

To rename a folder

  1. In the Manage Analyses window, select the folder.
  2. Click the Rename link.
  3. Enter the new name.
  4. (Recommended) Select Preserve references to old name of this item.
  5. Click the Update button.

To delete a folder

  1. In the Manage Analyses window, select the folder.
  2. Click the Delete link.

To populate a report folder with reports

  • Do one of the following:
    • Create the report, and then Save it in the folder.
    • Copy or move an existing saved report from one folder to another:
    1. In the Manage Analyses window, select the folder.
    2. Click the Copy/Move link.

      The saved report directory for that report opens.

    3. Select the folder.
    4. Click the Copy or Move button.

NOTE: Do not copy or move a report from the My Folder to a Shared Folder. Instead, use the Open Analysis button to locate and open the report. Then, save it to a Company Wide Shared Folder.


Published May 2008