Using Reports → Using Custom Reports → Creating and Editing Custom Reports → Saving Reports
By default, the primary table for the application you are using is selected in the Report Item Type drop-down list when you save the report. Projects in that application are listed in the Report Project list. Select a project where the report will be stored.
For reports that can be created against auxiliary tables, those auxiliary tables you have privileges to create reports against are also listed.
|Report Item Type/Saving Report in Table||For reports created against auxiliary
tables, the table selected from the
Report Item Type drop-down list on the
report form is shown. To change the report table, click
Back, and then select a new table from
Report Item Type drop-down list.
For and For Multi-Table, Multi-View, External, and Drill Through reports, specify the Report Item Type, which determines a project or auxiliary table to use for storing the report.
|Report Project/Saving Report in Project||For reports created against primary tables, this shows the
project selected on the report form. To change the report project for most
report types, click
Back, and then select a new project from
Report Project list.
For Multi-Table, Multi-View, External, and Drill Through reports, select the project that determines where the report is stored and which users can access the report. For example, if you select Project A, only users who have privileges to run reports in Project A can run the report.
|Title||Type a name for the report. This field is required to save a report. The report title displays at the top of the Item List pane when you run the report. If you save a Search as a Listing report or a Global Search as a Multi-Table report, the title is prepended with "Search Results." You can keep this wording as part of your title, modify it, or remove it.|
|Privilege Category||Depending on your privileges, up to four categories may be available. Privileges also determine which report levels are available when you create reports and which users can access the different levels of reports. Private and guest are examples of privilege categories. Select a privilege category from the list.|
|Add Link to Folder||This option enables you to add a link to your report in the selected folder. Depending on your privileges, favorite, public, and Knowledge Base folders are available in the drop-down list. If you specify a favorites folder, the folder location is a personal setting and does not apply to all users who run the report. If you specify a public or knowledge base folder, users who have privileges to view items in that folder and appropriate report privileges can view the report link.|
|Comment||Text added here does not display on report results, but is available when you view the Save As page for a report. This enables you to provide details about why the report was created or other information.|
The Reference Name is required when you are planning to refer to this report from another application. After entering a name and completing the form, click Reference Link on the following dialog to access the URL which includes the reference name. You paste this URL into the external application that you are editing in SBM Composer.
For detailed information on referencing a report from another application, see Referencing a Report in the SBM Composer Guide.
This field is disabled for Private reports, since these would not be referred to by external applications. The field is only available to administrators with full access to the system or to managed administrators with privileges to deploy or promote applications to this host or export applications from this host.
|Back||Click this button to return to the report form and modify report options.|
|Finish||Click this button to save your report. After successfully saving your report, you can run or edit your report. .|
The following options are also available on the Save As report form when you edit an existing report:
|Author||Displays name of the user who created the report.|
|Created||Displays the date the report was created.|
Copyright © 2001–2016 Serena Software, Inc. All rights reserved.