Save and Share Reports

Reports options set through the report options dialog are only remembered for the current session. If the options need to be saved across sessions, shared with others, or added to a dashpart, you need to save the report with the selected options.

Saved reports default to being personal reports seen only by the current user (owner). Use Access Control to share the report with others. Shared reports display as Global reports in the Type column of the report grid.

If you intend to create a Report or Report Link dashpart, you need to save the report with the options selected and provide access control to the saved report. Users who do not have access to the saved report will not be able to see the report or report link in this dashboard.

Save and Share Reports

You can only save duplicate personal report names in the same report category (Cost Analysis/Workflow/Progress/Schedule) if you are using different user names.
All users saving global reports must use a unique report name if saving a report in the same report category.

To save a report:

On the Navigation menu, click Reports.
Select a report category (Cost Analysis/ Workflow/Progress/Schedule).
Click in the Options column to display the Report Options dialog box.
Specify your report options.
In the Selection column define selection criteria, if needed.
Click Save As.
On the Save As dialog box, enter the Report Name.
Click Save. The personal report is saved in the ...reports\custom folder on the application server.

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.

You have created a personal report. The Type column for the report you saved displays Personal. No other user can view this report unless you use Access Control to grant other users access.

To share a report with other users:

Select the report you saved then click the Access Control button.
On the Access Control dialog box, define the users/groups that you want to give access to this report. You can further define if the user/group will have read only or full access.

If you have read only rights, you can access the report but you cannot change the report options.
Click Save.

Save and Share Reports

Save and Share Reports

You have created a personal report. The Type column for the report you saved displays Personal. No other user can view this report unless you use Access Control to grant other users access.

If you have read only rights, you can access the report but you cannot change the report options.

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