Saving the Report

Reports can be saved before running (i.e., during edit mode in the Report Editor) or after generating (in the Report tab of Report Center). The Save and Save As buttons appear on the Report Toolbar (Report Toolbar) of the Report tab and at the bottom of the Report Editor when you create a new report or modify the parameters of an existing one. Some users have the ability to save “private” reports; for other users, reports that are saved can be viewed by all users, unless saved in “My Reports,” which is a strictly private category for each user.

Prerequisites: You must have the 'Allow Access to Report Center', 'Save Reports', and 'View / Run Reports', or 'Create Report - Question Wizard' / 'Create Report - Report Designer' functions enabled for your role.

To save a report:

1. Generate a new report, or modify an existing one with the Question Wizard (Accessing the Question Wizard) or Report Editor (Accessing the Report Editor).
2. Click the Save button.
3. Choose one of the following buttons:
   1. Save – to save report as its currently saved name
   2. Save as... – to enter a new name for the report and select the folder in which the report will be stored.