Saving Reports

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Saving a report

Reports can be saved by following these steps:

  1. In the current report, click the Save icon. If the report hasn’t already been saved the Save As page opens with the original report name as the default in the Name field.
  2. Next to Save in, select the location in which you want to save your report. You can save your report in My Reports, browse to any folder under My Reports, or Create a new folder. The default location is My Reports.
  3. In the Name field, enter a report name. The report name cannot contain the reserved characters [, ], and \. To save the original report with any changes you might have made, leave the default name. To save the report as a new, distinct report, enter a new name in this box.
  4. In the Description box, you can enter a description of your report.
  5. If you are saving a prompted report and want the report to remain prompted the next time you run it, select the Keep report prompted check box, then select Advanced Options... and choose one of these Save prompt:

  • Save report as static. If you select this option, the report is saved with the current template and filter information. Upon executing the report, you will not be prompted again (this option is the same as unchecking the Keep report prompted check box in the previous panel).
  • Save report as prompted. If you select this option, the report is saved with active prompts. The next time you run the report, the report prompts you on either the filter, the template, or both, depending on what option buttons you select below.
  • If you select the Only Filter will be prompted option, the report is saved with the current template intact. Upon executing the report, you are prompted on the filter information only.
  • If you select the Only Template will be prompted option, the report is saved with the current template intact. Upon executing the report, you are prompted on the template information only.
  • If you select the Filter and Template will be prompted option, the report is saved with both active template and filter prompts. Upon executing the report, you are prompted on both the template and filter information.
  • If you select the Set the current prompt answers to be the default prompt answers checkbox, your most recent prompt answers are saved as the default prompt answers for the next time you execute the report.

Note: You are only prompted on the template if you have object prompts (prompting on attributes or metrics to be placed on the template of the report) associated with your report. If there are no object prompts, or if the template is static, the behavior appears the same as what occurs when you select Save report as prompted and Only Filter will be prompted, and you are prompted on only the filter information.

  1. Click OK to save the report.

Note: If you chose the name of a report that already exists in the selected folder, you are asked if you want to overwrite the original report. To save your changes, click Yes. Click Return to original report to simply return to the report as you left it or click Run newly saved report to re-execute the newly saved report (and any prompts within the report).

Creating a new folder

You can create a new folder in which to store your reports. The new folder is created within the current (displayed) folder. To create a new folder:

  1. Click the Create New Folder icon on the right of the Saved in drop-down menu. The Create Folder dialog box opens.
  2. In the Folder field, enter a name for your new folder.
  3. In the Description field, enter a description for your folder. (This step is optional.)
  4. To create the folder, click Create Folder. The new folder appears under Save in.

Note: You cannot create a new folder with the same name as a pre-existing folder.