Creating Folders for Saved Options and Searches (Desktop)

When you save a set of reporting options or save a search, you can simultaneously create a folder in which to store it. To do that, enter the path and folder name in the Folder Name field.

When you specify the path, use the backslash symbol (\) between folder names in the path:

Personal Options\folder 1\folder 2

Example

Suppose you want to save reporting options related to the Fenway Park project in a single folder. Within that folder, you want subfolders for each type of report (project reports, employee reports, and so on).

You have just specified options for a CRM Project Summary report, and now you want to save them as a saved set of options. You do the following:

1. In the Folder Name field on the Organize Options dialog box, enter the following:

   Personal Options\Fenway Park\Project reports

2. In the Save Name field, enter CRM Project Summary.
3. Click Save.

When you display the folder structure to select a saved set of options for a report, it looks similar to the following:

Global Options

Personal Options

Fenway Park

Project reports

CRM Project Summary

Project List

Right-Click Options for Working with Folders, Saved Options, and Saved Searches

When you display a lookup list for saved options or saved searches on the Options dialog box or the Organize dialog box, you can right-click folders, saved options, or saved searches to do the following:

• Create a new subfolder
• Rename the folder, saved options, or saved search
• Delete the folder, saved options, or saved search
• Select the saved options as your default for the report