The procedure to save custom reports, report styles, chart
styles, color schemes, and text fields is similar, no matter what
type of item you’re saving.
- After editing the item, select the appropriate save option
on the Home tab:
- To save changes to the item without closing it, select Save.
- To save a new item, or to save a copy of the item you’re editing
with a different name, select Save As.
- To save changes to the item and close it, select Save and Close. This option is faster than saving a change
and then manually closing the window.
Note: Options for saving a custom report are accessed by clicking the arrow on the
Save button on the report designer’s Quick Access toolbar.
When you select Save As, or attempt to save a new item
for the first time, the Save As window opens
to name the item.
- To store the new item in a custom folder, go to the
folder.
You can store custom files only in custom folders.
- Enter a name for the new item in the Name field.
- Click OK.