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Saving reports and documents
Creating a new folder
Saving templates and filters

Saving reports and documents
You can make changes to reports and documents and save them for easy access at a later date.

Note: You may not have the ability to save reports and documents from Web. Contact your administrator for more information.

To save a report or document:
  1. In the current report or document, click the Save icon  on the Standard toolbar. The Save page opens with the original report or document name as the default in the Name field.
  2. Next to Save in , select the location in which to save your report or document. You can choose Shared Reports or My Reports (depending on your user privileges), and browse to any folder under one of those locations. The default location is the folder from which you selected the current report or document. For example, if you are saving a report or document that was located in the Shared Reports folder, the default location is Shared Reports.
    Note: You can either save your report or document in an existing folder or Create a new folder.
  3. In the Name field, enter a name for the report or document. To save the original report or document with any changes you might have made, leave the default name. To save the report or document as a new, distinct report or document, enter a new name in the field .
  4. In the Description box, you can enter a description of your report or document.
  5. If you are saving a prompted report and want the report to remain prompted the next time you run it, select the Keep report prompted check box. To access additional save options, select Advanced Options and choose one of these Save prompt options:
    • Save report as static. If you select this option, the report is saved with the current template and filter information. Upon executing the report, you will not be prompted again.
    • Save report as prompted. If you select this option, the report is saved with active prompts. The next time you run the report, the report prompts you on either the filter, the template, or both, depending on what option buttons you select below.
      • If you select the Only Filter will be prompted option button, the report is saved with the current template intact. Upon executing the report, you are prompted on the filter information only.
      • If you select the Only Template will be prompted option button, the report is saved with the current template intact. Upon executing the report, you are prompted on the template information only.
      • If you select the Filter and Template will be prompted option button, the report is saved with both active template and filter prompts. Upon executing the report, you are prompted on both the template and filter information.

    • Set the current prompt answers to be the default prompt answers. If you select this check box, your most recent prompt answers are saved as the default prompt answers for the next time you execute the report.
    • Keep filter modifications (unanswered filter prompts will be lost). If you select this check box, any changes you make to the report filter are saved in the report definition.

Note: You are only prompted on the template if you have object prompts (prompting on attributes or metrics to be placed on the template of the report) or level prompts (prompting on the level at which a metric is calculated) associated with your report. If there are no object or level prompts, or if the template is static, the behavior appears the same as what occurs when you select Save report as prompted and Only Filter will be prompted, and you are prompted on only the filter information.

  1. Saving a filter: In the Save As dialog box, you can save the filter that is embedded in the report by selecting the Filter tab. Select the Keep filter prompted check box if you want the filter to remain prompted. To access additional save options, select Advanced Options and choose one of these Save prompt options:
    • If you select the Save filter as static option button, the filter is not prompted the next time it is included on a report.
    • If you select the Save filter as prompted option button, the filter is prompted the next time it is included on a report.
  2. Saving a template: In the Save As dialog box, you can save the template of the report by selecting the Template tab. Select the  Keep template prompted check box if you want the template to remain prompted.
  3. To access additional save options, select Advanced Options and choose one of these Save prompt options:
    • If you select the Save template as static  option button, the template is not prompted the next time it is included on a report.
    • If you select the Save template as prompted option button, the template is prompted the next time it is included on a report.
  4. Saving a prompted document: If you are saving a prompted document, you can specify how or if the document is saved with its embedded prompt.
    • If you select the Display prompt and use the current answers as the default answers option button, the document is prompted the next time you run the document and the current prompt answers are used as the default answers.
    • If you select the Display prompt but discard the current answers, the document is prompted the next time you run the document, but the current prompt answers are not used as the default answers.
    • If you select the Do not display and use the current prompt answers as the default answers, the document is not prompted the next time you run it, but displays results according to the current prompt answers.
  5. Click OK to save the report or document.

Note: If you chose the name of a report that already exists in the selected folder, the Confirm Overwrite dialog box is displayed and you are asked if you want to overwrite the original report. To save your changes, click Yes. If you chose a new name for the report, you bypass the Confirm Overwrite dialog box and are directed to the Report Saved dialog box. Click Return to Original Report to simply return to the report as you left it or click Return to newly saved report to reexecute the newly saved report (and any prompts within the report).

Creating a new folder
You can create a new folder in which to store your reports. The new folder is created within the current (displayed) folder. To create a new folder:

  1. Click the Create folder icon  on the right of the Saved in drop-down menu. The Create Folder dialog box opens. (If DHTML is disabled, the Create Folder dialog box is already displayed at the bottom of the page). 
  2. In the Folder field, enter a name for your new folder.
  3. In the Description field, enter a description for your folder. (This step is optional.)
  4. To create the folder, click Create Folder. The new folder appears under Save in.
  5. Note:  You cannot create a new folder with the same name as a pre-existing folder.

Saving templates and filters
If you have the appropriate user privilege, you can save pre-designed reports and filters. The process is similar to saving a report. When you save a filter, only the report filter, not the view filter, is saved. When you save a template, only the items on the grid, not all the report objects, are saved.

After you click the Save icon above the report, the Save page opens. If you have the user privilege to save templates and filters, tabs for these will be displayed next to the Report tab. Click on the appropriate tab and use the page to name and describe the template or filter. Browse to a location and save your template or filter there.

Note: If you overwrite a template or filter, any report that uses that template or filter will be updated with the new template or filter when the report is run.

Save prompt options for saving a filter

When you save a prompted filter, select one of these Save prompt options from the Advanced Options dialog box:

  • Save filter as static. This option saves the filter with the current prompt answers. You will not be prompted when you run a report that uses the saved filter.
  • Save filter as prompted. This option saves the filter along with any prompts that are in it. However, the current prompt answers are not saved. When you run a report that uses the saved filter, you will be prompted again.
  • Keep filter modifications (unanswered filter prompts will be lost). If you select this check box, any changes you make to the report filter are saved in the report definition.

You can also choose to Save modifications to a report filter, regardless of whether you select the Save as static definition or Save prompts option above. If you modify the report filter of a prompted report, this option attempts to save those manipulations in addition to the prompts. Because some manipulations may depend on the answers given to the prompts, some prompt questions may not be saved. This option works the same when saving a filter as when saving a report.

Save prompt options for saving a template

When you save a template that contains a prompted filter, select one of these Save prompt options from the Advanced Options dialog box:

  • Save template as static. This option saves the prompt answers as part of the template. You are not prompted when you run a report that uses the saved template.
  • Save template as prompted. This option saves the template along with any prompts that are in it. However, the current prompt answers are not saved. If there are any prompts in the template, you are prompted again when you run a report that uses the saved template.