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Saving Reports

Clicking Save Report will open a pop-up with multiple saving options. These options will vary depending on the state of the report:
In order to save a report in
Report Builder
, a Report Name must be provided.
Save options
Description
Save Report for Editing
This option appears if the report is brand new and has never been saved.
Save Report to Lookup
This option appears if the report has not previously been added to a Lookup. Once clicked, a new pop-up will open, requiring the selection of a target Lookup Category and Security Group access.
Update Report
This option appears if the report has been saved previously.
Copy to New Report
This option appears if the report has been saved previously. Once clicked, a new report constructor will load with the previous existing report values. A message at the top of the screen will indicate that this copy has not yet been saved and must be saved.

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