Organize Your Reports

Just as in WinTOTAL, you should create additional folders to store reports and templates. To create new folders, do the following:

1. Bring up the Report Manager window by starting Pocket TOTAL. It can also be accessed while in a report by tapping the File menu and choosing Open.
   
   
   
2. Tap the Folders menu and choose New.
3. Type the name of the new folder, and tap OK.

There are several other items you can use in the Folders menu to manage your folders. These operations work on the currently selected folder.

• Use the Rename option to give a folder a new name.
• The Delete function will remove a folder and all of its contents.
• The Refresh item is supplied for rare situations when a report may be copied into a folder in a background operation like EDI.

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