Save the Report

Save the Report

To guarantee that you will be able to revert your DataSight report to its original state, you should create a copy of the report for editing. Then, you may restore this saved copy at any point.

 

Save a new Report Layout to Saved Views

  1. Click Save in the Report Designer Ribbon and the Save As dialogue window appears.
  2. Click on your desired folder in the Saved Views folders list. This may be the master Saved Views folder, or an existing folder. The selection will be highlighted.
  3. Alternatively add a new folder. Highlight the folder under which the new folder will be created, and select New Folder.
  4. Name the new folder.
  5. If you wish to overwrite an existing report click on the report name. Otherwise, Name the report.
  6. Click Save.

Note

It is recommended to save your progress often to prevent losing unsaved changes.

 

Edit a Saved Report

  1. Right-click on the saved report in the Saved View Panel, and select Design.
  2. Select the applicable filter. The Report Designer will open showing the report template for editing.

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