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Organize Saved Reports into Folders

Group your saved Custom Reports into public and private folders so they're easier to find, share, and manage.

Written by Julian Knight

How it works

• Saved Custom Reports can be grouped into folders inside the saved-report dropdown.

• Folders are split into two sections: Public (visible to everyone at your company) and Private (visible only to you).

• Each section has a Default folder. Reports you don't assign to a folder live here.

• Every folder must contain at least one report.

Find your folders

  1. Click the Reports tab in the left sidebar, then open Custom Reports.

  2. Click the Saved Reports dropdown. Your reports are grouped under Public and Private folders.

  3. Click a folder name, or the arrow beside it to expand or collapse it. Banner remembers which folders you leave open.

  4. Start typing in the dropdown to search. Matching reports appear and their folders open automatically.

Create a folder

  1. Open the saved-report dropdown.

  2. Click Create Folder at the bottom of the list.

  3. Type a folder name.

  4. Choose whether the folder is Public (shared with your company) or Private (only you).

  5. Select at least one report to move into the new folder.

  6. Click Create.

Move a report to a different folder

  1. Click the Saved Reports dropdown and click the edit (pencil) icon to edit the report.

  2. Open the Report Folder dropdown and choose the destination folder.

  3. A note shows the move, for example: Moving report from Default (public) folder to Q3 Budgets (public) folder.

  4. Click Update.

    ⚠️ You can't move the last report out of a folder. Each folder must keep at least one report.

Rename a folder

  1. Open the Saved Reports dropdown and find the folder.

  2. Click the pencil icon next to the folder name.

  3. Type the new name and click Save.

    Note: The Default folder can't be renamed or deleted.

Delete a folder

  1. Open the saved-report dropdown and find the folder.

  2. Click the trash icon next to the folder name.

  3. Confirm by clicking Delete. All reports in that folder move to the Default folder, public or private, to match the deleted folder.

Who can manage folders

  • You can create, rename, and delete your own Private folders.

  • Only Admins can create, rename, and delete Public folders.

Tip: If you don't see the pencil or trash icons on a public folder, you don't have admin permissions. Contact your Banner admin.

Troubleshooting

"Each folder must have at least one report" — You're trying to move or delete the only report in a folder. Add another report to the folder first, or move this report without emptying the folder.

I don't see the Create Folder button or any folders — Saved-report folders may not be enabled for your account. Contact your Banner admin or Banner support.

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