Organizing Reports :: SAS(R) Web Report Studio 4.3: User's Guide

About Folders

You can use folders to organize reports. For example, you could create a folder to contain sales reports for a specific year and then create subfolders to hold reports for specific regions.

There are two types of folders: personal folders and shared folders. Personal folders are in the My Folder area. Your system administrator creates a secure folder structure for SAS Web Report Studio users who create new folders. For more information, see Overview of Shared Locations.

A Folder Structure to Contain Orion Sales Reports by Year

Create a Folder

You can create a new folder when you copy a report, move a report, or save a report. You can also create a new folder by clicking new folder icon

in the Open dialog box or in the File Management window.

Rename a Folder

To rename a folder, complete these steps:

From the Welcome window or Edit or View mode, perform one of these tasks:
- Select FileOpen to open the Open dialog box.
- Select FileManage Files to access the File Management window.
Next to the name of the folder that you want to rename, click in the Actions column, and then select Rename.
In the Rename Folder dialog box, type the new name. For more information about valid names, see Naming Reports, Folders, and Templates.

Rename Folder Dialog Box
Click OK.
If you used the Open dialog box, click Close.

Note: You cannot rename a folder that contains a report that is currently open.

Deleting Folders

Delete Individual Folders

To delete an individual folder, complete these steps:

From the Welcome window or Edit or View mode, perform one of these tasks:
- Select FileOpen to open the Open dialog box.
- Select FileManage Files to access the File Management window.
Next to the name of the folder that you want to delete, click in the Actions column, and then select Delete.
In the confirmation message box that appears, click OK to delete the folder.

Delete Folder Confirmation Message Box
If you used the Open dialog box, click Close.

Note: You cannot delete a folder that contains a report that is currently open.

Delete Multiple Folders

Note: Only advanced users can delete multiple reports. If you have questions about your authorization, contact your system administrator.

To delete multiple folders, complete these steps in the File Management window:

From the Welcome window or Edit or View mode, select FileManage Files to access the File Management window.
Select the check box next to each folder that you want to delete.
At the top of the check box column, click and then select Delete.
In the confirmation message box that appears, click OK to delete the folders.

Note: You cannot delete a folder that contains a report that is currently open.