Save and Publish the Report

You can use the Details tab to format, preview, and export the report.

To finish the the report:

1. On the Details Tab, enter a Name for the report and a Description.
2. From the Module drop-down list, select the module to which the report belongs. A module is selected by default based on the data objects contained in the report.
3. Select the Public check box if you want the report to be visible to other users.
   Note: Beneath the Public check box, a Save as New check box may also display if you started by modifying an existing report instead of creating a new one. Select Save as New to save it as a new report instead of overwriting the existing one.
4. From the Style drop-down list, select a design format for the report. A preview of the selected style displays below the Style drop-down list.
5. Note: The Export button is enabled only for reports containing visible columns and for reports populated with sufficient data. Columns marked as hidden will not be exported.

   If you started by editing an existing report, modifications are immediately reflected in the report designated for export.

   Click Export to select the export format.
6. Click Finish.
   You can schedule distribution of your report by selecting Schedule from the Actions drop-down menu on the Reports Management screen.