Report Folders

FoldersClosedElectronic bins used to store files with similar attributes. Folders are created and populated from the management form. provide a way to organize the many reports that will be created by end users. There are two places where the end user interacts with folders: upon Save and in the Report Management panel.

See Creating a Report Folder for more details.

  1. Save – when users save a report, they must choose the folder to which it belongs.
  2. Report Management panel – this allow users to browse through the folders for all reports. Folders are sorted in ascending order.
  3. Tip: If there is a folder that should appear first, prepend a special character so it displays first. For example DepartmentClosedThe department or section within the laboratory that performs the tests. Reports would come after Daily Reports; use an underscore and rename it _Department Reports to display this folder first.

Report Folders