Creating a shortcut object from the original object

Shortcut objects link to objects such as reports, filters, metrics, and so on. Creating shortcuts to original objects in different locations makes it easy to access these objects without duplicating them.

To create a shortcut object from the original object

1. Right-click the object for which to create a shortcut and select Create Shortcut. The Browse for Folder dialog box opens.

2. Navigate to the folder in which to save the shortcut and click OK. The shortcut object is created in the destination folder.

For example, you want to create a shortcut to the Units Sold metric and save it in the Templates folder. Navigate to the Public Objects/Metrics/Sales Metrics folder. Right-click the Units Sold metric and choose Create Shortcut. In the Browse to Folder dialog box, navigate to the Templates folder and then click OK. The Units Sold shortcut object is created in the Templates folder.

These shortcut objects link to objects and are saved in folders. In contrast, the shortcuts in the Shortcut Bar represent folders only. While shortcut objects can link to folders, they can also link to reports, filters, metrics, and so on. For a description of the Shortcut Bar, and how to work with it, see Shortcut Bar.