Save a Modified Standard Report as a New Report

See Modify Standard Reports Overview for reasons why you may want to save a customized standard report as a new report.

Rules

To save a modified standard report as a new report:

  1. In the Navigation menu, click Reports » <Report Category>.

  2. On the Reports tab, select the report you want to save as a new report.

  3. In the grid toolbar, click Save As.

  4. In the Save dialog box, enter a name for the new report and click Save.

    The report is saved in the ...reports\custom folder on the application server and added to the reports grid as a personal report. No other user can view this report (even as a report dashpart) unless you use Access Control to grant other users access.

    You can see the location of the reports folder in the Location of Reports on Application Server field on the Load Reports tab in Administration » Report Administration.

What do you want to do?

Modify options for a standard report

Specify report criteria


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