Saving Reports

When a new report is created or an existing report has been loaded, it must be saved to the database.

Saving an Existing Report

Follow the steps below to save an existing report to the database.

  1. Access the SmartInsight Designer.
  2. Open an existing report or create a new report.
  3. Make any necessary changes to the report.
  4. From the SmartInsight Designer menu, select Report > Save.
    Result: A dialog box appears indicating that the report was successfully saved.
  5. Click the OK button.
Saving a New Report

Follow the steps below to save a newly created report to the database.

  1. Access the SmartInsight Designer.
  2. Create a new report.
  3. From the SmartInsight Designer menu, select Report > Save As.
    Result: The Save Report dialog window appears prompting you to enter a name for the report.
  4. Enter a name for the report in the Report Name field.
  5. Click the Save button.
    Result: A dialog box appears indicating that the report was successfully saved.
  6. Click the OK button.

See Also

Basic Report Designer Functions

     

 

 
Thursday, January 25, 2018
10:51 AM