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Save reports

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 Menu button (Save menu button).
  2. Select a location to save the report.
     Note: You cannot save reports to the Public Folders > 1.0 Standard Templates folder.
    • Favorites Folder - Users can only view the reports they saved to this folder.
    • Public Folders > 2.0 [OCLC institution symbol] - Users with reports authoring permissions are able to 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 are able to view reports saved to this folder.
    • Public Folders > 3.0 Community Template - Users in your data center region are able to view reports saved to this folder.
  3. In the File Name field, enter a name for the report.
  4. Click Save.

Watch a video

Saving and retrieving reports (6:26)

Learn about saving and retrieving reports in WorldShare Report Designer.

 

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