1. One View Reporting User Guide
  2. Using the Save As Feature

Using the Save As Feature

When you select Save As, the system saves the report definition and report layouts of the existing report to a new personal report with the name that you specify, but it replaces the data model and sample data with the data shown on the Find/Browse form.

If you do not want to replace the data model and sample data, you should use the Copy option instead of the Save As option.

To use the Save As feature:

  1. Access a One View Reporting-enabled form.

  2. On the Find/Browse form, locate the data for the new report.

  3. From the One View menu, select Manage Reports.

  4. Select a personal or reserved report.

  5. On the Report Definition tab, click the Save As icon.

  6. In the Enter Name for Save As field, enter a name for the new report and then click OK.

    The new report appears under Personal in the One View menu.