Saving the report

You can save your report in a Page Report Studio window. To do this, click Menu > File > Save (or the Save button on the Standard toolbar). The Save Report Template dialog appears. The Sort and Filter options in this dialog signify whether or not to include the sort and filter criteria when saving. Specify the options as required, then click OK, and the report will be saved as a report version.

If the report is newly created and has not yet been saved, the Save As dialog appears. See the dialog.

  1. In the Save in section, browse to the folder where you want to save the report in the server resource tree. The folder may be Public Reports or My Reports. You can use the button to go to the parent folder.

    The resource table shows the resources in the current directory. Click the column names to change the order of the report in the table list if required.

  2. In the File Name box, enter the name of the report or use the default name.
  3. From the File Type drop-down list, specify the type of the saved report.
  4. Click the Advanced button to set the advanced settings for the report if required.
    1. The catalog that the report uses is shown.

      Specify the relationship between the saved report and the catalog used to run it (activated only when Select Catalog Linked Model is checked in the Profile > Customize Profile > Page Report Studio > Properties > Advanced tab):

      • Set Original Catalog as Linked Catalog into Saved Page Report
        If checked, the saved report will be linked with the catalog and the saved report will run with the catalog no matter whether the two are in the same directory. If later the catalog is updated, the saved report will run with the latest version of the catalog.
      • Set Catalog Copy to Public Reports/My Reports
        If checked, the catalog will be copied to the directory where the report is saved and the saved report will run with the copied catalog.
    2. If you want to save the report together with the sort and filter criteria, check Save Sort Criteria and Save Filter Criteria correspondingly. With the criteria saved, Page Report Studio will automatically apply them to the report the next time it is opened.
    3. Optionally, input comments in the Description box as a description for the report.
  5. Click OK to save the report.

To save a copy of a report, click Menu > File > Save As (or the Save As button on the Standard toolbar) to show the Save As dialog, and then do as above.

Notes: