User Guide › Reports › Saved Reports › Reports Folder Overview

Reports Folder Overview

There are two default folders in CA Business Service Insight. The Root Folder, which contains all folders that are not saved in a specified folder, and My Reports, the default location for folders to be saved in. Additional folders can be added.

Additional folders can be used to manage reports by type, version, area, subject and so on. Read-write permissions for folders can be defined in the Report Properties page.

The Report Properties page displays the folder's properties information. This information can be edited.

When a report is created, it inherits all the security settings from its parent folder.

You can navigate to any folder using (the folder Hierarchy tree) or by searching in a specific folder only.

You can save a prepared report to My Reports, the Root Folder or any other report folder you create. When defining saved reports, you can select the owner and permitted users who have access to these reports and schedule them to run at specified times. An owner of a saved report can modify the report. For permitted users, saved reports are read-only.

The My Reports folder makes it easier for users to manage reports by collecting many or all of a user's reports in one location.

The My Reports folder is a personal reports folder. It contains the reports and shortcuts that you save in the folder. You can make your folders available to other users, or you can make them private so that only you can access the files within them. Folder permissions are defined in the Report Properties page.

The My Reports folder is a default folder and cannot be deleted.

Note: Folders cannot contain subfolders.