Save a Report

After creating a new, custom report or modifying an existing favorite report, use the Save option on the Actions bar to save your changes. This saves the search criteria, filters, column selections, column order, row grouping, and sort settings for the report. When you have a report format that you like and that you want to use again, save the format as a favorite. You can make a saved report available to you yourself or other users and roles.

Pre-requisite: Create a report.

To save a report:

1. After creating a new report or modifying an existing favorite report, select Save.
   The Save Report dialog box displays.
2. Enter a unique name for the report.

   Vantagepoint prohibits the following characters in report names: \ / : * ? \ " < > | #

3. In the Save For field, click and select the roles that will have access to the report.

   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.

   The ability to create and save favorites depends on the setting for your security role on the Roles form (Settings > Security > Roles).
4. Enter a Description for the report.
5. Click Save on the Save Report dialog box. The dialog box closes and you are returned to the most recent tab you were using.
   The report displays on the Favorites tab in My Stuff > Reporting.