Saving a Grid

When you save a grid, you can create a link between the grid and the source object in the repository.

When you save the grid in the repository, you can reuse it by linking it to another report.

Note:

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

To save a grid in the repository:

1. Do one of the following:
   • Right-click the grid, and then select Save.
   • Select the grid, and then click .
2. In the Save Report Object dialog box, select a folder in which to store the grid, or create a new folder.
3. Enter a Name and a Description.
   For the name, you can use upper and lowercase letters, spaces and numbers. You cannot enter special characters such as %,?,+,<,>,|,@,#,$,^,&,*.
4. Do one of the following:

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

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

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

5. Click Save
   When you save a grid, only the grid is saved, not the entire report design.