Saving Reports

You can save a report locally or on the server. When you save a report on the server, you can assign a security class to the report. To save a report on the server, you must be assigned the Save System Report on Server security role.

The report name can contain a maximum of 20 characters. Do not use double quotation marks (““) or an equal sign (=) in the report name.

Web Procedures

  To save reports locally:

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

  2. Click Save Local.

    1. Right-click the link.

    2. Select Save Target As, and select the All Files type.

    3. Specify the report name and location, and click OK.

    4. Click Close.

  To save reports on the server:

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

  2. Click Save Remote.

  3. To save the report on a server, click Save Remote.

    1. Enter a report name.

    2. Save as a Report Definition, XML, or HTML file.

    3. From Security Class, select a security class for the report.

    4. Click OK, and click Close.