Save Options Back to Previous

The save options within TrueStandings Servicing allow you to save a report. When saving an object, you may have options for prompts used to specify parameters for the overall report, filter or template. Prompts are used to customize a report or provide default selections for a filter or define the attributes and metrics defined for the template that produces the output dataset.

· Saving a Report

· Saving a Filter

· Saving a Template

Saving a Report Back to Previous

When you save a report, you are saving the report definition that is comprised of the report filter and report template. The filter setup associated with the report may include prompts that allow you to specify parameters for the filter when the report is executed. If these type of prompts exist, the Save Report dialog will include parameters to save the report as "prompted" and provide additional options for how to save the details of the prompts.

Select the location to save the report. When you select a location, the reports in that folder are displayed in the list.

You may save reports in My Reports folder for your own use or in the company shared folder within Shared Reports if you wish to make the custom report available to all users within your workgroup.

Enter a Name and Description.

The name should reflect the report and the description should be used to provide additional summary details on the report.

If shown, Keep Report Prompted checkbox.

This checkbox and the associated Advanced Options are only presented if the report being saved includes any prompts.

This option allows you to retain the prompts and use the Advanced Options to specify how the prompts are saved.

If shown, Advanced Options for Prompts.

The advanced options allow you to specify how the prompts are saved within the report definition. The prompts may be part of the filter or template and you may specify the options for each separately.

Saving a Filter Back to Previous

When you save a filter, you are only saving the filter condition setup referred to as a standalone filter. A standalone filter will only contain filter conditions. There is no limit to the number of conditions you define within a filter and should represent a standardized filter setup you wish to reuse on various reports. You can save a standalone filter from the Create Filter option, Create Report option, view of an existing report in design mode or from the Report Output page when you are viewing the results of a report request. Although less commonly used, to save a standalone filter from the Create Report option, Report Output page or viewing an existing report in design mode, you must select the Filter tab from the Save As window to indicate you only wish to save the filter setup of the report.

Standalone filters serve two functions:

· Allows you to standardize conditions used in reporting and increase the ease of use by allowing you to add a reusable filter object for the most common filter conditions

· If enabled, allows you to manually link a standalone filter and standalone template for ad hoc reporting from the Shared Reports or My Reports options (the option to enable this processing is found in Preferences options for Folder Browsing)

Select the location to save the filter. When you select a location, the filters in that folder are displayed in the list.

You may save standalone filter objects in My Reports folder for your own use or in the company shared folder within Shared Reports if you wish to make the custom filter object available to all users within your workgroup.

Enter a Name and Description.

The name should reflect the filter and the description should be used to provide additional summary details on the filter and what it filters for when used.

Saving a Template Back to Previous

When you save a template, you are only saving the definition for the output layout and data elements. You can save a standalone template from the Create Report option, view of an existing report in design mode or from the Report Output page when you are viewing the results of a report request. To save only the template, you must select the Template tab of the Save As window. Standalone templates can be manually linked to a standalone filter for ad hoc reporting from the Shared or My Reports options (the option to enable this processing is found in Preferences options for Folder Browsing).

	Select the location to save the template. When you select a location, the templates in that folder are displayed in the list. You may save standalone template objects in My Reports folder for your own use or in the company shared folder within Shared Reports if you wish to make the custom template available to all users within your workgroup.
	Enter a Name and Description. The name should reflect the template and the description should be used to provide additional summary details on the template and what data elements are included.
	If shown, Keep Template Prompted This option is only presented if the report that contains the template you have selected to save has any kind of prompts. TrueStandings Servicing does not currently support prompts for template elements, but this option appears if any part of the report includes prompts (in this example, the filter includes prompts). It is recommended you leave this option checked.
	If shown, Advanced Options. The advanced options allow you to specify how the prompts within the selected report are saved. Since the prompts for template elements is not current supported, it is recommended you leave the options as the default.