To create a folder in Research Tools:

  1. Select “Custom Reports” from the left navigation panel.

  2. Select the "Action" button, then select “Create a new folder”.


  1. Enter in the “Name” and “Visibility” setting for your folder, then select “Submit”.


Within a folder, users can select the “Create New Report” option to create a custom report that will be stored in the selected folder. Users can also create a subfolder by selecting the "Action" button and selecting “Create a new folder”.


How to move a single folder and/or custom report into a folder:

  1. On the Custom Reports page, select the ellipsis icon next to the report you want to move.

  2. Select “Move” 


  1. On the new window that appears select the dropdown menu, then select the folder you want to move the report into. 

  • Note: “Root” refers to the Custom Reports home page.




How to move multiple folders and/or reports to a folder:

  1. On the Custom Reports page, check the boxes next to the reports you want to move.

  2. Select the "Action" Button and select “Move Selected”.


  1. On the new window that appears, select the folder you want to move the reports into. 


  • Please note: School Administrators may move shared Custom Reports (that are set to “Myself and all career advisors) into shared Folders (that are set to “Myself and all career advisors).