When using filter criteria to make changes in report results, you can save those filtering specifications to the current user-defined report or save them to a new user-defined report using Save My Report.
Before you begin
This procedure assumes that filtering criteria has been applied to one or more reports in the content pane on the right.
Tip: As you hover over an icon its label appears.
Procedure
- In the content pane on the right, select the report (or reports) you want to save.
To select multiple reports, press
Ctrl and click the header bar of each report.
Note: You cannot replace a default report provided in the Content Delivery installation; however, you can customize filter criteria and then save it as a user-defined report.
- In the ribbon, clickSave My Report.
- Specify a name for the new report.
If you specify a name that already exists, you are asked if you want to replace that report with this new criteria.
Tip: To save the report with updated filter customizations as a new report, enter a new name for the report.
- If you want to save both the report criteria and the current report results, select the Save as Snapshot (data is not live) check box.
- Click Save.