File management

Before creating new custom content there are a few items to consider in developing content efficiently. The management of collections and related reports can be time consuming. The number of custom reports can accumulate without an initial file structure plan. File management also includes any security you choose to apply to your report folders.

We recommend that you keep all custom reports in the /Shared/Custom DAR Reports/ directory. Create sub-directories within /Shared/Custom DAR Reports/Reports and name them according to the custom collections that are created. This way reports are found, managed, and secured.

Remember that when designing the structure, security is applied at the collection level and dashboards are not individually secured. Having a coordinating file structure for collections and reports streamlines file management.