Save the Report Query and Document
After creating or modifying report queries and documents, you should save your changes.
To save the report query
1. Click OK on the Query Editor toolbar.
If you have not defined all required joins, a confirmation pop-up appears.
Note: If all joins have been defined, skip to Step 5.
2. If you click View Errors, the Reporter Text Editor appears.
3. Click Close.
You are returned to the Query Editor. You can then finish defining joins.
4. Click OK again after you have corrected the problem.
The Reporter Document Properties window appears.
5. Click OK.
The header report page is displayed.
To save the report document
Select one of the following save options:
Save
Click Close in the upper right corner of the window.
A standard confirmation pop-up appears. Click Save Before to save the report document.
Save As
Lets you save a report document under a new name:
1. Click File, Save As in the Reporter.
The standard Save As dialog appears.
2. Enter a new report document name in the File Name field.
3. Click OK.
Revert to Last Saved
Removes changes made to the working copy of the report document since it was last saved or checked in:
1. Click File, Revert to Last Saved with the report document selected.
A confirmation pop-up appears.
2. Click OK to revert to the last-saved report, losing changes made in the current session.
The current version of the report document is deleted and the last saved copy in the database is displayed.
Delete
Deletes a report document:
1. Click File, Delete in the Reporter with the report document you want to delete selected.
A standard confirmation pop-up appears.
2. Click OK to confirm that you want to delete the report.
Last modified date: 12/20/2023