<< Click to Display Table of Contents >> Navigation:  Standard Reports > Saving and Recalling

 

Overview

 

Standard Reports, Report Writers, Analyzers, and Dashboards may be saved to be recalled later. The saved object contains the snapshot of information at that point of time and does not change as more Worksheet Data Entry is done. However, you may recall an object, edit its parameters, and refresh the object with new data. This then may be resaved or saved under a different name.

 

Saving

 

Click on the Save/Save As button on the Main Application ribbon.

 

General Tab:

 

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▪Name: Enter the name you want to save the object as.

 

▪Comments: Enter any comments that you want to associate with it e.g. why this report was generated. Comments entered here do not show inside the Standard Reports. To add comments inside the Standard Reports read Adding Report Comments.

 

Properties Tab:

 

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This displays the parameters used to generate the report. You cannot edit this information.

 

 

Rights Tab

 

Here you assign which Roles will have what type of access to the object. To understand what each of these rights mean read 'Saved...' section in Role.

 

Recalling

 

To recall a saved Standard Report, Report Writer, Analyzer or Dashboard, click on the 'Recall' folder, then the object type folder, under the appropriate Review Template or Global in the Folder Items list. Once the list appears:

 

▪Right click on the desired object and choose from the displayed menu entries or select the desired function from the main Application ribbon.