Version: Yurbi v11
Role: Agent and higher
Permission: Agent with modify permission to the library folder
Hidden Folders and Report Accessibility
Hidden folders are a unique feature designed to regulate visibility and user engagement with the reports they contain.
Overview
- Viewers: Users with viewing permissions won't visually see the hidden folder. However, they can execute any reports housed within it, provided they have the requisite permissions.
- Dashboard Use Case: This is beneficial when users are equipped with a dashboard that provides multiple reports. Hidden folders allow them to interact with the dashboard while preventing direct access to the individual reports.
- Drill-Down Report Use-Case: If a report, likely a drill-down, contains substantial data, you may not want users to run it independently. Instead, they can run a parent report that passes parameters and filters data within the drill-down. This ensures efficient data management.
- Modify Permissions or Higher: Users with modify permissions or more will be able to see and interact with the hidden folders, such as agents with modify permission, builder roles, or higher.
- Double Asterisk: (**) next to a folder signifies that the folder is hidden.
Default Permissions
Without explicit permissions for a folder, users are prevented from running any reports contained within that folder. However, even with view permissions on a hidden folder, users will not visually see it but can still execute the reports - either within dashboards or via drill-downs. This feature ensures that the reports are operational under predefined conditions, offering a balance between accessibility and control.
Check Your Permission Level
First, verify that you have the necessary permissions to create folders. Here's how you can check:
See if the Folder Settings, Add Folder, and Delete buttons are accessible.
If the Folder Settings and Add Folder buttons are active, you have modify permission
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Ensure you have the correct permissions before proceeding. If the Folder Settings and Add Folder buttons are not accessible for you, please contact your administrator.
Creating a Hidden Folder
Once you have confirmed your permissions, follow these steps to create your hidden library folder:
Click on the Library button which is next to the Home button.
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Select the Public subsection.
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Type in the name of your new folder.
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Select the permission for your folder
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Tick the Hidden checkbox under Permissions Options.
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Click Save button to finish your folder creation process.
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And there you have it! You now know how to create hidden folders for your library!