Saving Journal Reports

You can save the report locally or remotely on a server.

  To save reports locally:

  1. From the Reports page, open the report to save.

  2. Click Save Local.

  3. Click OK to download the report.

  4. Click Save or select Save this file to disk and click OK.

  5. Select a report location.

  6. Enter a report file name and select Save As Type to All Files.

  7. Click Save.

  8. Click Close.

  To save reports on the server:

  1. From the Reports page, open the report to save.

  2. Click Save Remote.

  3. Enter a report file name.

    Note:

    The report name can contain a maximum of 20 characters. Do not use double quotes or an equal sign in the report name.

  4. Save as a report definition, XML, or HTML file.

  5. From Security Class, select a report security class.

  6. To overwrite a file, select Overwrite an existing file.

  7. Click OK, and click Close.