Add custom folders and reports
Do the following to add custom folders, custom reports, financial statements, and letters in the Reports List frame in Report Designer.
Add folders
- SelectReports,Financial Statements, orLetterson the list frame to open the list you need.
- Right-click in a blank area of the list frame and selectNew Folder.
- In theFolder namefield, enter a folder name (up to 150 alphanumeric characters) then selectOKto save and create the folder in the tree view.
- Use the right-click context dropdown to do the following tasks for a selected custom folder:
- Add a report, financial statement, or letter.
- Delete, rename, and expand or collapse a folder.
- View the properties of a folder and set up client associations with the selected folder and contents.
Add reports, financial statements, and letters
- Right-click a custom folder in the list frame of the Report Designer.
- Select to add a report, financial statement, or letter in the custom folder.
- The following commands are available from the right-click context dropdown in the reports list frame for a selected custom report, financial statement, or letter. (To perform the tasks marked with an asterisk*, the report will need to be closed in the design grid.)
- Open
- Copy
- Paste*
- Delete*
- Rename*
- Restore Default
note
You can't add reports to a custom folder from another section. For example, you can't add a financial statement into a custom folder that was created in the list pane for reports or letters. You'll get a message that “Files can't be copied/pasted across explorer group bars," if you try to add from another section.
