Creating a shortcut object using the shortcut editor

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 using the shortcut editor

1. Open the folder in which to create the new shortcut object.

2. On the File menu, point to New, then choose Shortcut. The Open dialog box opens.

3. Navigate to the object for which to create a shortcut.

4. Select the object, ensuring that the object name is displayed in the Object name field, and click Open. The shortcut object is created in the folder that you opened in step 1.

For example, you want to create a new shortcut object to the filter Year 2023 in the Templates folder. Open the Templates folder. On the File menu, point to New, and then choose Shortcut. In the Open dialog box, navigate to the Year 2023 filter, select it, and then click Open. The shortcut to Year 2023 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.