Folders & Report Library Management

This guide explains how to manage the reporting library at scale using folders and catalog controls.

Library scopes

• My Folders : content you own/manage (root: My Custom Reports).
• Shared With Me : content shared by other owners.

Catalog features

• Breadcrumb navigation through nested folders.
• Search by name and description across folders, reports, and dashboards.
• Row-level actions based on your permissions.
• Permission badges to show effective access on each item.
• Private indicator on eligible report rows.

Create assets in the current location

• Add Folder : create a new subfolder.
• Add Report : create a new report in the current folder.
• Add Dashboard : create a new dashboard in the current folder.

Creation in a folder requires create rights plus folder-level allowance.

Folder operations

• Share Folder : assign users/groups with View or Edit.
• Rename Folder : update display name.
• Clone Folder : duplicate folder structure/content as permitted.
• Move Folder : relocate under a different parent.
• Delete Folder : removes folder and contained reports/dashboards (with confirmation).

Report and dashboard operations from catalog

• Open item.
• Share (where allowed).
• Rename report.
• Clone report/dashboard.
• Move report/dashboard to another folder.
• Delete report/dashboard.
• Favorite report/dashboard.

Move workflow details

• Move dialog supports root and nested folder targets.
• Use breadcrumbs in the dialog to navigate target location.
• Confirm with Move Here .

Recommended folder strategy

• Organize by business function (Sales, CS, Leadership, Operations).
• Use subfolders for region/team/use-case segmentation.
• Prefer folder-level sharing for team libraries.
• Reserve item-level sharing for exceptions.