PLATFORM - Common Features > Documentation > Generating Documentation > Managing Instant Reports > Saving an Instant Report as a Report
Saving an Instant Report as a Report
You can save an instant report, so that at any time you can:
• 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 as a report.
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 page, 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.