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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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