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The Report Save menu has a range of settings that can be applied to the report.

Each of the sections is described below:

Expand
titleReport Settings

Option

Description

Name

Provide a name for your report.

Description

Provide a description for the report to assist users with understanding its purpose and content.

Category

Select a category to save the report into. You will only be able to select categories you have access to.

Sub Category

Select a Sub Category to save the report into. This Sub Category may have security and refresh settings applied to it that will effect the report.

Tags

Apply tags to your report to make searching for it easier.

Report Access

There are two access permission options available at the report level:

  • Public: all users with Category access will be able to view this report.
  • Private the writer may assign users access to the report. See Private Report Security for more information.

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