After you create a compelling table, chart, or crosstab, you can save the view in the repository for future use.

To save a Report view:

  1. Hover your mouse over the save icon.
  2. Select Save Ad Hoc View or Save Ad Hoc View As.
  3. Name the view as needed, and click Save. The view is now saved in the repository.

You can also save an Custom Report Builder View as a report. Typically, a report is created when you want to:

  • See data in the interactive report viewer.
  • Perform additional formatting of the table data.
  • Embed the data content into a dashboard.

Create a report from the view by selecting Save Ad Hoc View and Create Report; you can also create and run a report directly from the repository. For more information, see Running or Creating a Simple Report.

A note about dependent reports

When you create a report from a Custom Report view, the report is considered dependent on that view. When you save a Custom Report view its dependent reports are not updated. For example, if you open an Report view in the Editor and add a column to it, that column will not show up in previous reports created from that view. In such a case, you may want to save the updated view with a different filename to avoid confusion.


Did this article help?

Please provide us your feedback below.

* How helpful was this article?

If you have any additional questions and would like to be contacted by a member of our support team, please provide your email.