4.2. Creating Folders

Last Updated 11/09/2023

How to Create a Folder

Whether you are creating a report from scratch or working from a shared template you must first create at least one folder in each of the three functional components in My Folders.

The steps for creating folders are the same within each component. It is easier to create folders with the same name for Templates, Reports, and Output at one time, though it is possible to do so at any time. This example demonstrates creating a template folder.

Click on the word Templates in the My Folders section. A box will pop up to the side allowing you to create a new sub-folder.
Name the folder — for example Circulation.* Select Share or Do not share from the Share this folder dropdown menu.

Create a new sub-folder box

Note: If you wish to share a subfolder, the parent folder must be shared at the same level or higher. Based on examples in images, if you share the 'monthly circ count' folder at the system level, the 'Circulation' folder must be shared at the system or consortium level, as well.

3. If you want to share your folder, select who you want to share this folder with from the dropdown menu.

4. Click Create Sub Folder.

5. Click OK.

6. Next, click on the word Reports to create a folder for the report instance to be saved in.

7. Repeat steps 2-5 to create a Reports folder also named Circulation.*

8. Finally, click on the word Output to create a folder for the report data output to be saved in.

9. Repeat steps 2-5 to create an Output folder named Circulation.*

The folders you just created will now be visible by clicking the arrows in My Folders. Bracketed after the folder name is the org unit the folder is shared with. For example, if you share with your library branch or system, the short code name for the branch or system will appear in parentheses after the folder name. If you share with the consortium, (CARDINAL) will appear after the folder name. If it is not a shared folder, there will be nothing after the folder name. You may create as many folders and sub-folders as you like.

The library with which a folder is shared appears in parentheses to the right of the folder name.

Note: Using a parallel naming scheme for folders in Templates, Reports, and Output helps keep your reports organized and easier to find. We recommend naming folders based on function, not date.

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