How to Work with Folders in SpotlightXL

The folder structure functionality in SpotlightXL allows you to organize views and reports and is available from multiple locations. To organize or run views and reports, click the list box as shown below.

Adding a Folder

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

Accessing Folders

Folders are not based on role (Power, Contributor, and Reviewer), as any user can add, edit, rename a folder. Additionally, any user can move reports and views they have access to from folder to folder. 

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 Models, Folders, Views, and Reports

Within Models, Views, and Reports, use the Search functionality at the top of the screen. 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 SpotlightXL.

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, to scroll to the Favorites and Recent folders.

The Recent folder is automatically updated based on the most recently accessed Views or Reports.

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.