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Saving Reports

To save the report displayed, click the Save pushbutton to open the Save dialog.

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Name

The name of the report is saved as.

File Format

The file format to save the report to. This can be either workbook or PDF.

Save To

This defines where the report is saved.

  • Project

    When File Format is set to .xlsx or .xls, the report is saved in the Published folder of the project (in the Reports folder). When File Format is set to PDF, the report is saved directly in the PDF folder.

    If user security is enabled or if this is running from a Team Client, the report is saved in a subfolder of the Published folder named after the user.

  • Specific

    The report is saved to the folder specified. A browse button […] is provided to specify the folder. This option is only available for Excel workbook file formats.

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