How to create a hidden library sub-folder

Version: Yurbi v12

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.

Red Slashed Eye Icon: Within a folder icon 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.

Section 1: Check Your Permission Level

First, verify that you have the necessary permissions to create folders. Here's how you can check:

1. Locate Folder Menu

See if the Folder Settings, Add Folder, and Delete buttons are accessible.

2. If the Edit Folder and Add Folder buttons are active, you have modify permission

Ensure you have the correct permissions before proceeding. If the Edit Folder and Add Folder buttons are not accessible for you, please contact your administrator.