Open a report that you want to save,
and then click the Save As icon
. The Save As dialog
box opens with the original report name as the default in the Name
field.
Note: If you click OK
and choose to save the report with the same name as the original report
name, the Confirm Overwrite dialog box opens. Click Yes
to replace the existing report.
From the Save in drop-down list, choose Shared Reports or My Reports, and browse to the folder in which you want to save the report.
To create a new folder in which to save the report, click the Create New Folder icon
.
The Create Folder dialog box is displayed. (If DHTML is disabled, the
Create New Folder dialog box is already displayed at the bottom.) To create
a new folder:In the Folder field, enter a name for the folder. You cannot create a folder with the same name as an existing folder.
In the Description field, enter a description for your folder.
Click Create Folder.
To save a prompted report: If you are saving a prompted report, you can choose whether or not to keep the report prompted when the report is executed again.
Choose to save the report as a prompted or a static report by selecting one of the following.
To save it as a prompted report, select the Keep report prompted check box. The report is saved with active prompts. When you execute the report in the future, you are prompted for answers again.
To save it as a static report, clear the Keep report prompted check box. The report is saved with the currently displayed report and filter information. When you execute the report in the future, you are not prompted again.
If you save it as a prompted report, you can choose whether or not to use the current prompt answers as the default prompt answers when you run the report again, as described below:
To save the current prompt answers as the default prompt answers, click Advanced Options. Select the Set the current prompt answers to be the default prompt answers check box. When you run the report again, the prompt answers that you selected are displayed as the default prompt answers. You can choose to use the default answers or change them.
To use the default prompt answers defined in the prompt, click Advanced Options. Clear the Set the current prompt answers to be the default prompt answers check box. The prompt answers that you selected are not saved with the report. When you run the report again, the default prompt answers defined in the prompt are displayed. You can choose to use the default answers or change them. If default prompt answers have not been defined in the prompt, no default answers are displayed.
Note: If DHTML is disabled, the Advanced Options dialog box is already displayed.
To save the report as a filter or template: You can save a report as a filter or template.
Saving a report as a filter allows you to use the saved report to filter a different report. For example, if you have a report that returns basic data such as revenue for the year 2008, you can save the report as a filter and then use the new filter on other reports; in this example, the filter would restrict data on other reports to revenue in the year 2008.
To save the report as a filter:Click the Filter tab.
Select the Keep filter prompted check box if you want the report-as-filter to remain prompted when a report it is added to is run. To access additional prompt options, select Advanced Options and choose one of the following:
Save filter as static: The report-as-filter is not prompted when a report it is added to is run.
Save filter as prompted: The report-as-filter is prompted when a report it is added to is run.
Saving the report as a template allows you to use the saved report as a base on which to build other reports. For example, if you have a report that returns basic data such as countries and revenue, you can save the report as a template on which you build several other reports, all of which contain country and revenue data but also contain additional data as appropriate for each report.
To save the report as a template:Click the Template tab.
Select the Keep template prompted check box if you want the report-as-template to remain prompted when a report that is based on it is run. To access additional prompt options, select Advanced Options and choose one of the following:
Save template as static: The report-as-template is not prompted when a report that is based on it is run.
Save template as prompted: The report-as-template is prompted when a report that is based on it is run.
Click OK to save the report. If a report with the same name already exists in the folder, the Confirm Overwrite dialog box appears. Click Yes if you want to replace the existing report.