Creating a Folder in SpagoBI Server

Creating a folder under Functionalities Tree in SpagoBI Server

In general Spago BI uses its own functionalities tree which allows to better organize documents / reports by grouping them in folders. Although in built Folders are provided to organize (Analytical documents, Custom Documents and Audit & monitoring under Functional Tree) but most of the cases we like to maintain our reports to be placed under different folder.

Based on Role-Based permissions these folders are visible to user. This structure can be created or modified only by the administrator.

Let’s start creating a folder under Functionalities Tree:

1. Login as biadmin.
2. From left menu, Select Functionalities Management under Profile tab.
3. By clicking on a node of the functionalities Tree a set of possible actions is shown:
4. While clicking on Functionalities insert option fill in Label, Name & Description (option) on Functionalities Detail page.
   • Insert
   • Detail
   • Erase
   • Move up/down
5. Assign roles as preferred and Save the page

Thanks & Regards
Venkatanaveen Dasari™

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