Saving Grid Objects

When you save a grid object, you can create a link between that grid object and the source object in the repository. When you save the object in the repository, it can be reused by linking to another report.

Note:

You must be assigned a Power User or Planning Service Administrator role to perform this function.

  To save the grid object to the repository:

  1. Click the grid, and do one of the following:

    • Select File, and then Save Object

    • Right-click, and then select Save Object.

  2. Select a folder in which to store the grid, or create a new folder.

  3. In the Name text box, enter the grid name. You can use upper and lowercase letters, spaces and numbers. The program does not accept special characters such as \ / %, ? + < > | ‘ “ *.

  4. In the Description text box, enter the description of the grid.

  5. Perform an action:

    • To create a link from the grid object in the report to the source object in the repository, select Link to Source Object.

    • To save a grid object without creating a link from the grid object in the report to the saved source object in the repository, clear Link to Source Object.

      Note:

      For a description of linked objects, see Using Linked and Local Objects.

  6. Click Save to save the grid object to the repository. When you save a grid object, only the specified object is saved, not the entire report design.