Folder and report types

Reference for how folders and report kinds behave. For the procedures, see Organize reports with folders.

Folder types

Drafts holds reports saved with Save as draft, work not yet finished.

RTA Reports holds RTA's standard reports. It is read-only on the server and pinned above your own folders. Your folders sort alphabetically beneath it.

Neither managed folder can be selected when saving, moving, or copying a report.

No folder

A report does not have to live in a folder. No folder is a valid destination when saving, moving, or copying, and unfiled reports remain fully usable. Deleting a folder does not delete its reports, they become unfiled.

Report types

Copy is available on every report you can read. It creates a new report that you own and never modifies the source.

Shared vs. RTA standard

Both appear as reports you do not own, but they are distinct kinds:

• A shared report shows "Shared by name" and runs under your access.

• An RTA standard report shows the tooltip "RTA standard report, run, export, or copy it" and is not shared.

Sorting

The folder list is ordered on every change:

1. RTA Reports, pinned to the top

2. All other folders, alphabetically

Related articles

• Organize reports with folders

• Use an RTA standard report

• Permissions and configuration