Save Process for Ad Hoc Reports

Click the  (Save) button (top left) to Save a Workbook configuration and changes.  

Optionally, click on File > Save (or Save as) option.

Upon initial Save, a dialog box allows you to enter a name for the Workbook, select the folder location and other options. 

Figure 99: Save Workbook

 

SAVE your configurations and settings OFTEN. 

To protect data integrity, this system will TIME OUT after a period of inactivity.  When a system timeout occurs, unsaved settings and changes are NOT retained. 


 

Related Topics

Self-Service Reports (Ad Hoc Report Functionality)


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