Who is this article for?

Users who want to organise their analysis work.

BI Reporting access is required.

Once an Analysis, Visual Analysis, or Report has been created, it will appear as an item on the Home page. This article will walk you through how to manage the items in an organised folder structure.

1. Creating Folders
2. Moving Items

1. Creating Folders

Items will automatically be filed in a folder called My Items. This folder is individual to the user that has is logged in.

Additional folders can be created under the My Items folder:

1. Hovering over the folder to reveal the Gear icon.
2. Select the Gear icon.
3. Choose Add New Folder.

Hover over any additional sub-folders and select the gear icon to create additional folders, rename the folder, or delete the folder and its contents.

2. Moving Items

Items can be moved between folders by selecting the item and dragging it into the desired folder. Additionally, you can drag an existing folder (and all its contents) into another folder.