Saving Reports

About saving reports

After you create a report, you can save it for use in future work sessions.

When you save a report, only its shell, or form, is saved to disk. The next time you open the report, current data is incorporated into the report's data cells.

Saving a new report

When you save a new report, you assign it a unique name and, optionally, one or more keywords that can be used to access the document at a later time.

When you save a report under a new name, the system gives you the option of saving it as your default report. This enables you to use the saved report as a starting point the next time you create a new report.

Saving changes to an existing report

When you save changes to an existing report, you can overwrite the original report (if it belongs to your personal library), or you can save the modified report under a new name and preserve the original.

You choose Save to overwrite the original report and Save As to save your changes as a new report with a unique name.

Related information

For more information about saving reports, search for the following topics in the Financial Analyzer Help system:

"Saving New Reports"

"Saving Changes to Reports"