Figure File menu on the Report page, showing the Save, Save As, and Save Report commands
File menu on the Report page, showing the Save, Save As, and Save Report commands

NOTE

You must save an unsaved report template first before you can save a report.

TIP

When you save changes to a report template, the templates are automatically versioned in the Ardia data repository. You can revert to a prior version of a report template as needed using the Revert feature in the Ardia Platform Data Explorer.

Save a report

Prerequisites

  1. You have finished building a report.
  2. You are viewing the Design or Preview subpage of the Report page.

Procedure

  1. On the navigation bar of the Design or Preview subpage of the Report page, select the File tab.
  2. On the File menu, select Save Report.
  3. The Choose Ardia Repository Folder dialog box opens.
  4. In the left pane of the Choose Ardia Repository Folder dialog box, navigate to the folder location in the Ardia Platform data repository where you want to save the report and then select the folder.
  5. Enter a name for the report in the Name box.
  6. (Optional) Enter a description for the report in the Description box.
  7. Select Save to save your report in the Ardia Platform data repository.
  8. The report is saved in your Reports folder in the Ardia Platform data repository.

Save a report as a report template

Prerequisites

  1. You have finished building a report.
  2. You are viewing the Design or Preview subpage of the Report page.

Procedure

  1. On the navigation bar of the Design or Preview subpage of the Report page, select the File tab.
  2. On the File menu, select one of the following options:
  3. Select Save to save changes to the report template under the current file name.
  4. Select Save As to save changes to the report template under a new file name.
  5. The Choose Ardia Repository Folder dialog box opens.
  6. In the left pane of the Choose Ardia Repository Folder dialog box, navigate to your "Report Templates" folder in the Ardia Platform data repository folder tree and then select the folder.
  7. Enter a name for the report template in the Name box.
  8. (Optional) Enter a description for the report template in the Description box.
  9. Select Save to save your report template in the Ardia Platform data repository.
  10. The application displays a confirmation message.
  11. The report template is saved under the specified name in your "ReportTemplates" folder in the Ardia Platform data repository.

Save a report as a default report template

Prerequisites

  1. You have finished building a report.
  2. You are viewing the Design subpage of the Report page.

Procedure

  1. On the Design subpage of the Report page, select the Utilities tab.
  2. On the Utilities menu, select Download.
  3. The Select File Type for Download dialog box opens
  4. In the Select File Type for Download dialog box, select Report Template and then select OK.
  5. The Choose Ardia Repository Folder dialog box opens.
  6. In the left pane of the Choose Ardia Repository Folder dialog box, navigate to your "ReportTemplates" folder in the Ardia Platform data repository folder tree and then select the folder.
  7. In the right pane of the Choose Ardia Repository Folder dialog box, select the checkbox for the report you want to download as a default template and select Open.
  8. The Save File dialog box opens.
  9. In the Save File dialog box, navigate to the location on your local computer where you want to save the report template and then select Save.
  10. The report is saved as a report template in the selected location on your computer.
  11. Finally, follow the instructions in Upload default report templates to the Ardia Platform data repository to upload the report template to the "ReportTemplates" folder containing the default report templates in the Ardia Platform data repository.