Create a Folder

You can organize entries into folders. Having folders that are logically labeled and organized helps you easily locate reports. For example, you might want to create folders in My Folders or Public Folders to help you organize your entries.

You can create folders in the following locations:

  • Public Folders

    Entries that are placed in Public Folders are of interest to and can be viewed by many users. When the focus is on the Public Folder tab, the content is grouped by packages or folders. Each package contains a single model and all related entries, such as folders, reports, jobs, report views, agents, metrics, URLs, and shortcuts.

  • My Folders

    You create personal folders and use them to organize entries according to your preferences. My Folders are accessible by you only when you are logged on.

You must have write access to a folder to create entries in it.

Tips: Click More to view a full list of actions that can be performed on an entry. Click Set Properties Set properties icon to change the general properties, defaults, permissions, and job properties for an entry. Not all properties are available for each type of entry.

Procedure

  1. In IBM® Cognos® Connection, go to the location for the new folder.
  2. Click the new folder button New folder icon on the portal toolbar.
  3. In the Name box, type the name of the new folder.
  4. If you want, in the Description and in the Screen tip box, you can type a description of the entry.

    The description appears in the portal when you set your preferences to use the details view Personalize the Portal.

  5. If you do not want to use the target folder shown under Location, choose another location:
    • Click Select another folder, select the target folder, and click OK. If the folder box is empty, go back one folder level using the path in the Select a location (Navigate) window.
    • Click Select My Folders as the location.
  6. Click Finish.

Results

The new folder has the same permissions as the parent folder. For information about changing access permissions, see Access Permissions and Credentials.