Contents of the Save Report Dialog Box

Define the report's name, description, and user access on the Save Report dialog box.

Field Description
Name Assign a new name to the report.
Save For Use the Save For field to define who will have access to the report. In this field, Myself displays as the default role assigned to the report. This is the role that gives you access to the report.

If this is the only role selected, it also defaults the report to a Private status on the Favorites tab.

If needed, select additional roles that will have access to the report. When you select additional roles, the report defaults to a Shared status on the Favorites tab. The Status column also displays a to indicate that the report is shared with other users.

Report Description Enter a Description for the report.
Save Click Save to save the report and return to the most recent tab you were using. The report is saved to your Favorites tab.