Save an Item in an Explorer

When you create or edit an item in an explorer, you have more than one option for saving the item. No matter which explorer you are working with, the steps are essentially the same.

  1. Click Home.
    Note: When saving a custom report, click the arrow on Save on the Quick Access toolbar and select a save option.
  2. To save changes to the item without closing it, click Save.
  3. To save changes to the item and close it, click Save and Close.
    This option is faster than saving a change and then manually closing the window.
  4. To save a new item or save a copy of the item you are editing with a different name, click Save As. The Save As window opens.
    Note: Not all explorers contain a Save As button.
    1. To save the item in a custom folder, go to the folder. You cannot save custom items in the standard folders in either the Reports or Images explorers.
    2. Enter a name for the item in the Name field.
    3. Click OK.