B
EST
F
ILTERING
AND
R
EPORTING
P
RACTICES
E
NTERPRISE
R
EPORTER
U
SAGE
S
CENARIOS
M86 S
ECURITY
I
NSTALLATION
G
UIDE
101
III. Save and schedule a report exercise
In this exercise you will learn how to save a report view and then create a schedule
for running a report on a regular basis using criteria specified for that report. While
a Summary Drill Down Report is used in this exercise, these steps also apply to a
Detail Drill Down Report.
Step A. Save a report
1. After generating a Summary Drill Down Report, to save the criteria used in that
report view, click
Save Report
at the top of the report view to open the Save
Custom Report pop-up window:
Note that this window is populated with specifications used in the current report
view.
2. For this exercise, make entries in the following fields:
Save Name
,
Descrip-
tion
, and
For E-Mail output only
(
To
and
Subject
fields).
3. Choose the
Save and Schedule
option from the “Save” options at the bottom of
the window. The three “Save” options are as follows:
•
Save and Schedule
- this option lets you save criteria from the current report
view and then set up a schedule to run the report using that criteria.
•
Save and Run
- this option lets you save criteria from the current report view
and then automatically generate a report in the specified output format.
•
Save Only
- this option lets you save criteria from the current report view.
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