Folders

The Folder object lets you place a report folder on your dashboard, providing access to all of the reports in that folder from the dashboard. Users do not need to navigate to the Reports tab to access reports. With a Folder object on your dashboard, you can embed some or all of the reports from the CRM On Demand report library into your dashboard as links. The reports are presented in folders that may be opened and closed on the dashboard screen. Add the Folder object to your dashboard by dragging it from the Dashboard Objects list to a section on the Dashboard Editor screen.

Properties

The Folder Properties window (see Figure 5-19) that opens when you click the Properties button on the Folder object is quite simple. To set up a folder ...

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