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Save reports

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Learn how to save standard and custom reports.

You can save standard and custom reports to the BusinessObjects repository to view or re-run at a later date.

Report save locations

  1. From the open report, click the Save As button (Screenshot of WorldShare Reports Save As button) > Save As to open the Save Document dialog.
  2. From the Save Document dialog, select where you want to save the report.
     Note: You cannot save reports to the Public Folders > 1.0 Standard Templates folder.
    • Personal Folders - Users can only view the reports they saved to this folder.
    • Public Folders > 2.0 [OCLC institution symbol] - Users with reports authoring permissions can view reports saved to this folder.
    • Public Folders > 2.1 [OCLC Group institution symbol] - Users who are part of a WMS group and set up for group reporting can view reports saved to this folder.
    • Public Folders > 3.0 Community Templates - Users in your data center region can view reports saved to this folder.
    • Public Folders > 3.1 Global Templates - Users in any data center region can view reports saved to this folder.
  3. In the File Name field, enter a name for the report.
  4. (Optional) Click the Options tab to enter or update a description for the report or to add keywords.
  5. Click Save.