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Saving Reports

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Users have the ability to save reports and can designate whether a saved report is public or private (only for the author of the saved report). When a report is saved, it is saved in the following two places:

• If it is a private report, it will be saved in the Favorites link.
• It will be saved as a subgroup of the current report template link.

  Note: If a report is saved with a common date range, such as Last Week, the saved report will always go to the preceding week at the time of viewing. If you save a custom period, the saved report will show the data for that specified date range.

Saving a report

1. On the workbench toolbar, click the Save icon.

   The Report Name dialog box appears.

2. In the Report Name dialog box, type the desired name of the report and choose one, both or none of the following:
   • Public - for saving the report as a “Public” report type.
   • Auto Run - for saving the report so that it will automatically run when opened.

No choices result in creating a “Private” report that will not Auto Run.