Saving a Design Setting

After clicking the Save Settings button, a Save Design Settings screen will appear. At this screen, you can perform the following:

 

  • Assign a name to the design

  • Provide a description for the design

  • Assign keywords relevant to the design

  • Determine who can access the report

 

To save a design name, perform the following:

  1. Enter a name for the design in the Design Name text box. The name you specify will appear in both the Report Designer and Report Publisher menu screens and is used by the search function. The design name can be no longer than 100 characters.

Note: This is a required field.

  1. In the Description text box, enter a description of the design (the description can be no longer than 2000 characters.). The description you specify will appear in both the Report Designer and Report Publisher menu screens when the View Details button is clicked. The text entered for the description is not used by the search function in either the Report Designer or Report Publisher.

Note: This is a required field.

  1. In the Keywords text box, enter words (separated by spaces) that will be used by the search function in both the Report Designer and Report Publisher menu screens.

Note: This is a required field.

  1. Click the General Report check box to save a design that can be accessed by everyone. If the General Check box is not clicked (default unchecked), then the design is available only to the General Report Admin that created it.

  2. Click the 'Allow other users to make changes to this design' check box to allow other administrators to make changes to the design and save it using the current name. If the check box is not clicked (default unchecked), then other administrators can view the design but must save it under a new name if they make a change.

  3. Click the 'Allow other users to delete this design' check box  to allow other administrators to delete this design. If the check box is not clicked (default unchecked), then other administrators cannot delete the design..

  4. Click the OK button to save the design. When saved, the design will appear in the Report Publisher menu screen.

Note: The OK button is not available until the design name, description, and keywords are specified.

See Also