PLATFORM - Common Features > Documentation > Generating Documentation > Managing Instant Reports > Saving an Instant Report
Saving an Instant Report
From an instant report, you can:
• save the report
• save the report as a report template
Saving the report
Saving an instant report enables at any time to:
• access the report
• customize the report display (e.g.: display of values, legend format, titles).
When an instant report is generated from a Report DataSet, you can filter and customize the instant report (in the Configuration section) before saving it.
When the instant report is launched from a list:
• an entire list or a set of objects selected unitary in the list: the report keeps the exact list of selected objects.
• a set of object built through a filtering (or query): the report keeps the filtering (or query).
*Note: the filtering on calculated attributes is excluded from this case.
Examples:
Filter the list of technologies whose Company standard is “Prohibited”, the saved report uses the same filtering to retrieve the technologies.
Filter the list of applications whose expenses exceed €40,000, the saved report uses the same filtering to retrieve the applications.
To save an instant report:
1. Launch your instant report.
2. In the report toolbar, click More > Save as Report .
*If the instant report has been launched on a set of objects built through a filtering (or query), a message informs you that the selection criteria are kept for each report generation.
3. Enter the report Name.
4. Click OK.
The report is saved in your reports.
*You can modify the name of the report and open the report to edit and customize it; see Managing Reports.
Saving an instant report as a report template
With a Functional Administrator of a Solution, HOPEX Customizer, or HOPEX Customizer-Publisher profile you can create a report template from an instant report (generated from a Report DataSet).
To save an instant report as a report template:
1. Launch your instant report.
*See .
2. In the report toolbar, click More > Save as Report Template .
3. Enter the report template Name.
4. Click OK.
The report template is added to the list of report templates available to create reports.