Saving Documents

Users with appropriate privileges can make changes to reports and save them for easy access at a later date.

To save a document:

Note: If you are saving a document that has already been saved, a confirmation is displayed asking if you want to overwrite the saved document.

In the current document, from the Home menu, click Save As. The Save As dialog opens with the original document name as the default in the Name field.

If you click OK and choose to save the document with the same name and in the same location as the original document name and location, the Confirm Overwrite dialog box opens. Click Yes to replace the existing document.
Do one of the following, depending on whether or not you want to create a new folder for the document:
- To select an existing folder in which to save your document, from the Save in drop-down list, choose Shared Reports or My Reports, and browse to the desired folder.
- To create a new folder in which to save the document, click the Create New Folder icon . The Create Folder dialog box opens. Do the following to create a new folder:
- 1. In the Folder field, type a name for the folder. You cannot create a folder in the same project that has the same name as an existing folder.
  2. In the Description field, enter a description of your document.
  3. Click Create Folder.
To save a prompted document: If you are saving a prompted document, you can specify whether the document is saved with its embedded prompts, and how they are saved::
- Display prompt and use the current answers as the default answers: The document is prompted the next time you run the document and the current prompt answers are used as the default answers.
- Display prompt but discard the current answers: The document is prompted the next time you run the document, but the current prompt answers are not used as the default answers.
- Do not display prompt and use the current answers as the default answers: The document is not prompted the next time you run it, but displays results according to the current prompt answers.
In the Name field, type a name for the document.
In the Description field, type a description for the document.
Click OK to save the document. If a document with the same name already exists in the folder, a Confirm Overwrite message appears. Click Yes to overwrite the existing document.