Create a folder on the Home page to group like queries, reports, and mailing parameters:

  1. Select Home from the navigation bar.
  2. Select Favorites, Organize Favorites from the menu bar.
  3. Select the appropriate Home Page for the new folder.
  4. Click New Folder.
  5. Enter a name and description for the folder and click OK.
  6. From the Reports, Query, Export, or Mail page, highlight the saved parameters to place in the new folder.
  7. Select Favorites, Add to Favorites.
  8. In the Move to drop-down menu, select the folder created in step 5.
  9. To delete all user defined folders and favorites, click Reset.

To sort the favorites:

  1. Select Home from the navigation bar.
  2. Select Favorites, Organize Favorites from the menu bar.
  3. Highlight the item you wish to move up (or down) and click the Up/Down arrows as appropriate. 
     




Notes: