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Creating a root folder

Root folders are top-level folders which may contain one or more sub-folders or reports.

To create a root folder:

1. From Reporting tab > Common Tasks, click Create Root Folder.

Create Report Folder dialog

2. From the General tab, specify a name and a description (optional) for the new folder.

3. Click Schedule tab and select Use schedule to configure a schedule for the reports included in this new folder. Configure the options described below:

Option Description
Inherit from Parent

Select when the new folder is part of a root folder that already has scheduling configured.
Use schedule

Select Use Schedule to enable scheduling of the reports contained in the new folder.
Generation time

Specify the time when reports are generated.
Recurrence pattern

Specify the report generation frequency. Select from Daily, Weekly or Monthly pattern and configure the respective parameters.
Send report by email to

Select this option to enable email notifications. Click Configure to select the users from the Select users and groups… dialog.

NOTE

Configure alerting options before using this feature.

4. Click Apply and OK.

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