Save As dialog

This dialog appears when you click Menu > File > Save As (or the Save As button on the Standard toolbar) or click Save on the Web Report Wizard. It helps you to save the current web report, or save web report template if you are an administrator with the privilege of publishing resources. Options in the dialog vary according to the file type you select.

File Type

Specifies the type of the file. It can be Web Report or Web Report Template. The option Web Report Template is available to administrators with the privilege of publishing resources.

Save

Saves the new file with the specified settings and closes this dialog.

Cancel

Does not save the file as a new one and closes the dialog.

Help

Displays the help document about this feature.

If you select Web Report from the File Type drop-down list to save the current report, the dialog appears as follows:

Save in

Specifies the directory in the server resource tree where you want to save the report. The folder may be Public Reports or My Reports. 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.

• Name
  Displays the file names.
• Size
  Displays the file size.
• Type
  Displays the file type.
• Last Modified
  Displays the last modified time of the file.

File Name

Specifies the name for the report.

Advanced

Displays the advanced settings.

• Status
  Specifies the status of the report.

  • Active
    The report can be executed. To execute a report means to run, advanced run and schedule to run it.
  • Inactive
    The report cannot be executed. If selected, the corresponding Run, Advanced Run and Schedule commands for the report are not available.
  • Incomplete
    The report is not completely designed and cannot be executed. If selected, the corresponding Run, Advanced Run and Schedule commands for the report are not available.

• Catalog
  Shows the catalog that the report uses.
  • Set Original Catalog as Linked Catalog into Saved 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 Target Folder
    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.

• Description

  Specifies the description for the new file.

If you are an administrator with the privilege of publishing resources, you are able to see the option Web Report Template from the File Type drop-down list. By selecting the option you can save the web report template in the current web report, the dialog appears as follows:

Template box

Lists the existing web report templates.

File Name

Specifies the name of the web report template. You can type the name as required to save it as a new wsld file or select one from the template box above to overwrite an existing wsld file according to Publish privilege, which is the system level authorization.