Saving and providing access to reports
When you save a report, you can apply a range of settings to the report.
To save a report
- When working on a draft report, click Report, and select Save or Save As to create a copy of the report.
- Complete the fields on each tab of the Save Report dialog box.
The fields in each tab are described in the following sections:
|Name||The name of the report.|
|Description||A description of the report.|
|Category||The category (folder) to save the report into. You can select only the categories to which you have access to.|
|Sub Category||The Sub Category (subfolder) to save the report into. The Sub Category might have security and refresh settings applied to it that will affect the report.|
|Tags||Tags to make searching easier.|
|Report Access||Access permission at the report level. The options are:|
Allows or prevents users from broadcasting this report to themselves. See Broadcasting reports to Remedy Smart Reporting users via email.
Allows or prevents users from setting up broadcast schedules for this report. See Broadcasting reports to Smart Reporting users.
Allows or prevents users from calling the report via web services.
Allows or prevents users from distributing this report via email. See.
Email & Broadcast Security
Determines whether a report can be emailed from the system to unauthorized users. The options include:
Report Settings tab
Includes or hides a report from display on the browse page. Reports are sometimes hidden from the browse page if the writer intends users to access them via Drill Through, Dashboard, or Storyboard.
Includes or hides the report from the Remedy Smart Reporting Dashboard. Some reports may be hidden from the dashboard if they are too detailed.
|Use as View||Allows a report to be used as a view for other reports to be built on.|
|Access Filters||Allows the results of a report to be used as a source for access filter records.|
|Refresh Settings||Some reports do not run automatically and require you to refresh the data. If a report is not refreshed automatically, the data you see when you open the report might be relatively old. The age of the data is displayed under the menu bar. You can set one of the following refresh options:|
For more information, see Refreshing report data and viewing archived reports.