Understanding Report Folders

The My Reports folder is a personal workspace where individual MicroStrategy users can create, save, and manage their own reports. Reports stored here are only accessible by the account owner and are not visible to other users.

The Department Reports folder is a shared space designed for collaboration. Designated users – such as department consumers and librarians in Patriot Reporting – can access, share, and co-develop reports within this folder.

Sharing Reports from the “My Reports” Folder

If a user has created reports in their My Reports folder and wishes to share them with others, the recommended approach is to become a department librarian.  Only department librarians have the necessary permissions to move reports from My Reports into Department Reports folders and subfolders.

How to Share

Step 1

Submit a service ticket requesting to be added to your department’s Librarian group.

Step 2

Once added, navigate to your My Reports folder. Right-click the report you wish to share.

Step 3

Select “Move…” from the context menu. In the pop-up window, use the “To the folder” drop-down menu to select:

• Shared Reports
• Then Department Reports
• Then, the appropriate subfolder for your department

Step 4

Edit the name and description for the new report. Click OK.

Step 5

Once the report has been relocated, department consumers and librarians will be able to access it and begin collaboration within the shared folder.