Reports that are used often can be saved. This lets you quickly make a new report at any time using the same criteria and format. After you save a report, it's displayed in the Saved Reports node in the Searches and Reports pane. You must refresh the report to receive current information.

There are two ways to save a report:

  • Before you run the report, in the New Report dialog, select the Save this Report as check box, and enter a name for the report. Select OK to generate the report, and simultaneously save it.

  • After generating a report, with the report displayed in the Report View, from the File menu, select Save As. The New Report dialog opens. Enter a name for the report and select OK.

Working with Saved Reports

  • To regenerate a saved report, right-click the report, and select Refresh Report. You can also generate the report by selecting it and pressing F5.

  • To modify a saved report, right-click the report, and select Edit Report Criteria. The New Report dialog opens. Select Set Report Criteria. The relevant search dialog opens to enter additional criteria.

  • To rename a saved report, right-click the report, and select Rename Report.

  • To delete a saved report, right-click the report, and select Delete Item. In the confirmation message, select Yes.