Saving Books

You can save books to the repository as a compilation of reports, Microsoft Word documents, snapshot reports, or reports and snapshot reports. An existing book can be replicated by saving it with the Save As command.

  To save a book:

  1. From EPM Workspace repository, right-click a book and select Open In, then Editor to open it in Book Editor.

  2. Select File, then Save or Save As.

  3. Enter a name and description, select a folder, then click Save. The report's data will be dynamic when the book is run

    Note:

    You cannot save a book as a snapshot book from within the Book Editor'. Instead, to save a snapshot book, run the book and while in the Book Table of Contents page you select Files, then Save As to save the book you are currently viewing as a snapshot book.

  4. Navigate to the repository to establish file permissions for the book or snapshot book.