Overview

After you have run a report using your organization's data, you can save any changes you have made.  For example, you can save the report so that your input control changes are already made (which means next time you run it everything is as you'd like it).  Please note that most reports are made up of more than one tab of information - these tabs are called "report tabs" and are located at the bottom of the report data:


When you save the report, changes to any/all of the report tabs will be saved in their current state (for example, if you have made some input controls changes).


Save changes to the existing report

To save the changes your report:

  1. Click the Save button on the toolbar (or press Ctrl+S):


  2. All of the report tabs that make up the report will be saved in their current state.


Saving changes as a new report

To save your changes as a new report:
  1. Click the down arrow to the right of the "Save" button.
  2. Choose "Save as", the Save As window will appear:


  3. Check the folder location is correct.
  4. Provide a file name for the new report.
  5. Click the "Save" button.