How to save a report [v11]

Version: Yurbi v11
Role: Builder or higher
Permission: Builder access to the application

Saving a New Report

When saving a new report, the Save Report will only be the accessible option for you.

After creating your report, click on the Save Report button to save it.

Saving Changes to an Existing Report

For existing reports, you have two options:

Overwrite Existing Report

Use this option if you want to save the current changes to the report but keep the same name, description, permissions, and folder location.

To do this, simply click on the Save Report button.

Select Overwrite Existing Report button.    

Save As

Choose this option if you want to save the current changes and rename the report, change its description, permissions, or move it to a new folder.

To use this, simply click on the Save Report button

Click on the Save As button

Type in a new Report Name and Description.

Set the Permissions and Options as desired.

Click Next.

Choose where to save the report either the Public Library or Private Library as your save location.

Click Finish