Saving templates and reports

In Flexible Reporting you can save

Templates
The report templates you create in Flexible Reporting are saved on the Enterprise Server so you can run them from Flexible Reporting and CCMWeb.

Note:
Report templates are not saved automatically. You must save your report template before you exit Flexible Reporting if you want to use it to run reports or modify the template later.
Reports
After you run a report in Flexible Reporting, you can save the output (report) on your computer or elsewhere on your network. Reports can be saved or, optionally, exported in Excel (.xsl and .xslx), Word (.doc), or .pdf formats.

To save a report template as a new document

Click the File > Save As.
After File name, type the name of the new template.
Note:
Only you can run and view reports you have created and designated as not shared. Shared reports can be run and viewed by others.
If you want to allow others to run the report, select the Shared check box.
Click Save.

To save modifications to a report template

To export a report in Excel (.xsl or .xslx) format

In the Preview window, above the generated report, click the Save button, select Excel, and specify the location to save the report in Excel (.xsl) format.
Optionally, in the View tab of the ribbon, click the Export report button, select Excel (.xsl) or Excel 2007 (.xslx) and specify the location to save the report in an Excel format.

To export a report in Word (.doc) format

In the Preview window, above the generated report, click the Save button, select Word, and specify the location to save the report in Word (.doc) format.

To export a report in .pdf format

In the Preview window, above the generated report, click the Save button, select PDF, and specify the location to save the report in .pdf format.
Optionally, click the Export report button on the View tab of the ribbon, and select PDF, and specify the location to save the report in .pdf format.