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. |