Saving Web Reports and Graphs
Analyst users can save personal reports and graphs
If you are an analyst user, you can save a report or graph that you have created. You can also save a report or graph that has been distributed to you by your administrator under a new name.
Saving a document retains the current selections for financial data items and dimension values, formatting, and layout.
You have the following options when you save a report or graph:
- You can save the document. The saved report or graph will appear within the main Documents folder in the navigation list.
- You can save the document in a folder that you have previously created. The saved report or graph will appear within the specified folder in the navigation list. For information about folders, see "Using Folders to Manage Web Reports and Graphs".
- You can save the document as the default for that document type. When you create a new document that is based on the default, the report or graph will have the dimension values, layout, and other characteristics of the default.
Procedure: Saving a report or graph
To save a report or graph, follow these steps:
- With the document open in the workspace, click the Save As button.
Result: The Save As dialog box appears. If you are saving a new document, the default name of the document, such as "Untitled Report" or "Untitled Graph," appears in the Save Document As box. If you are saving modifications to an existing document, its current name appears in the Save Document As box.
- Specify the name for the document that you are saving, as follows:
- If you are saving a new document, type a name for it in the Save Document As box.
- If you are saving an existing document under a new name, type that name in the Save Document As box.
- If you are saving an existing document under its existing name, do nothing with the information in the Save Document As box.
- In the Into Folder box, select the folder into which you want to save the document.
Note: If you want to save the report in the main Documents folder, select None in the Into Folder box.
- If you want to save the current document as your default document, so that its structure will appear whenever you create a new document of that type, select the Save As Default option.
- Choose OK.
