Creating folders for Business Intelligence reports is a good way to organize your general and custom reports.

Creating a folder is a simple process.  The following steps will help you create a folder:

1.  After logging into ManagerPlus account, click the Business Intelligence icon in the ribbon on the main page.

2.  Click the green Permissions button at the bottom of the page.

3.  To create a main folder, click the plus icon on the top of the screen.

 If you want to add a sub-folder, go to Step 5.

4.  Type in the name of the folder you want to create, then click the New icon.

5.  To add a sub-folder, click the New icon on the appropriate folder.

To update a folder, go to Step 6.

To delete a folder, go to Step 7.

6.  To update a folder, click the Update icon on the appropriate folder.

7.  To delete a folder, click the Delete icon on the appropriate folder.  A pop-up message will appear asking for confirmation on the deletion.