How to Work with Model, View, and Report Folder and Organization Functionality in SpotlightXL

The folder structure functionality is available in SpotlightXL. It allows you to organize views and reports and is available from many application pages. To organize views and reports as well as run a report or display a view, click the list box as shown below.

Adding a Folder

1. Select a model and click the Add Folder button to add a new folder.
2. Enter a folder Name and click OK.
   

Accessing Folders

Folders are not based on security role (Power, Contributor, and Reviewer). Any type of user can add a folder, edit, rename, or delete a folder. And, any type of user can and move reports and views they have access to from folder to folder. Access to models, views, and reports remains the same. A user must have access to open a report or view.

Deleting Folders

To delete a folder:

1. Select the folder.
2. Make sure there are no views or reports in the folder as you cannot delete a folder that contains views and reports.
3. Right-click and select Delete as shown below.

Renaming Folders, Views, and Reports

To rename a folder:

1. Select the folder.
2. Right-click and select Rename.
3. Enter the new name of the folder.
4. Click OK.

Moving Views and Reports

Views and reports can be moved from folder to folder by dragging and dropping.

Searching for and Displaying Models, Folders, Views, and Reports

Use the Search functionality at the top of the screen to search for Models, Views and Reports. Use the up and down arrows to scroll through the results.

Click the Model, View or Report and click the Select button to display it in the SpotlightXL spreadsheet.

Favorites and Recent Folders

Use the Favorites and Recent folders to quickly access your favorite or recently viewed Reports and Views. Each folder displays up to 10 items, with the most recent ones shown if more than 10 are added. Open the folder structure (as shown below) and scroll to the Favorites and Recent folders.

Recent is automatically updated based on the most recent Views or Reports accessed.

To add a View or Report to the Favorites folder, select the View or Report in the folder structure and drag and drop it into the Favorites folder. Or right-click on the View or Report and select Add to Favorites.

To remove a View or Report from Favorites, right-click on the View or Report and select Remove from Favorites.