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AudienceView Documentation

Saving a Report

You can save a report and control who has access to the report. Once you save a report, it is accessible from the Saved Reports tab. Saved reports are grouped by the report’s category (such as Accounting Reports or Sales Reports). Within each category, the saved report displays the original report’s name, the name under which it was saved, and the folder to which it was saved, if any. Once you save a report, it can also be scheduled to run in a batch. For more information, refer to Scheduling a Report to Run at Regular Intervals.

To save a report, complete the following:

  1. Open the Business Intelligence and Reports application from the AudienceView Desktop.
    The Generated Reports|Reports page appears.
  2. Select the report that you want to run.
    The Generated Reports|Parameters page appears.
  3. Enter the criteria with which you want to run the report.
  4. Complete the following fields in the Saved Report Configuration section:
    Field Description
    Save Report As Enter the name that you would like to give the saved report.
    Description Enter a brief description for the saved report.
    Access Mode Select an access mode from the dropdown:
    • Private: The saved report will only be available to you.
    • Public: All users with the appropriate permissions will be able to use and modify the saved report.
    • Readable: All users with the appropriate permissions will be able to run the saved report, but will not be able to modify it.
    Folder Select a folder from the dropdown list. The folder that you select will determine where the saved report appears on the Saved Reports|Reports page.
    If there are not any folders listed, refer to Configuring Saved Report Folders.
    Locked Fields Select the fields that you would like to be locked down/make read-only. The options available will vary depending on generated report that is being used.
    To select more than one field, hold CTRL or SHIFT while making your selections.
    Database Select the database where you would like to save the report from the dropdown.
    The database options are predefined by your system administrator.
  5. Click 'Save'.
    A window confirms the application saved the report.
  6. Click 'OK'.

This report is now accessible from the Saved Reports|Reports page. To run the report, refer to Running Saved Reports.