Phased rollout


This version of the software is currently available only to early adopter SaaS customers as the first step in our phased rollout. Click here to view an earlier version.

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

  1. When working on a draft report, click Report, and select Save or Save As to create a copy of the report.
  2. Complete the fields on each tab of the Save Report dialog box.

    The fields in each tab are described in the following sections:

Details tab

NameThe name of the report.
DescriptionA description of the report.
CategoryThe category (folder) to save the report into. You can select only the categories to which you have access to.
SubcategoryThe subcategory (subfolder) to save the report into. The subcategory might have security and refresh settings applied to it that will affect the report.
Note: If you select the subcategory as Draft Contents, the report gets saved as a Draft.
TagsTags to make searching easier.
Report AccessAccess permission at the report level. The options are:
  • Public—All users with Category access can view the report.
  • Private—Assigned users can access the report. If you select this option, click the User Access tab that appears in the dialog box, and add users.

Important: A user with super access to the content can view and manage the private reports created by other users. For more information, see Granting Content Super User permission to access and manage all content.

Distribution tab



Personal Broadcast

Allows or prevents users from broadcasting this report to themselves. See Broadcasting reports to Smart Reporting users via email.


Allows or prevents users from setting up broadcast schedules for this report. See Broadcasting reports to Smart Reporting users.

Web Services

Allows or prevents users from calling the report via web services.


Allows or prevents users from distributing this report via email. See Sharing reports with external users via email.

Email & Broadcast Security

Determines whether a report can be emailed from the system to unauthorized users. The options include:

  • All Users—The report can be sent only to people who are registered users of the system.

  • Unsecure—The report can be sent to unregistered users.

  • Validated Users—The report can be sent only to users who have security access to the category and the report. Prior to sending, the report is validated against user permissions.

Report Settings tab



Browse Page

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 Smart Reporting Dashboard. Some reports may be hidden from the dashboard if they are too detailed.

Use as ViewAllows a report to be used as a view for other reports to be built on.
Access FiltersAllows the results of a report to be used as a source for access filter records.

Refresh tab 

Refresh SettingsSome 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:
  • None—There is no refresh schedule for the report, and the data is loaded when the report is run.
  • Manually—The user must manually refresh the report when needed.
  • PeriodicallyThe report is refreshed on a scheduled basis. When you select this option, the schedule options are displayed, which you can set as required.

For more information, see Refreshing report data and viewing archived reports.

Where to go from here

Editing a report

Was this page helpful? Yes No Submitting... Thank you