Saving the report filter definition

The Save tab of the page Presentation Reports > Edit Report displays the name and description that will appear in the Report Catalog, and lets you choose how to proceed.

Steps

  1. Review the Name and Description text.
    If any changes are needed, click Back to return to the General tab, where you can make those changes. You cannot edit the name or description text in the Save tab. (See Setting general report options.)
  2. Indicate how you want to proceed:
    • Select Save to save the report filter and return to the Report Catalog.
    • Select Save and run to save the report filter and open the Run Report page. See Running a presentation report.
    • Select Save and schedule to save the report filter and open the Scheduler page. See Scheduling a presentation report.
  3. Click Finish to save the report name and description and implement the selection made in step 2.