Saving Reports

Once you have set up your report you will want to save it for use for a future project.

You can save your report by following the steps below.

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• The Save Options form can be displayed by clicking on the Save icon on the Ribbon.
  
• There are three options available to you when you save a report.
  • Local Workbook - This is the same as a standard save in Excel and will save your workbook to a local XLSM (macro enabled workbook). This option is available to all users.
  • Current Project - This will save your report so it appears on the reports form but will only be accessible for this project. If this option is selected then the report is saved within the OpenGround Cloud database. This option is only available to users with Project Manager status for the selected project.
  • Configuration Pack - This will save your report so it appears on the reports form for all projects that have used the Configuration Pack. If this option is selected then the report is saved within the OpenGround Cloud database. This option is only available to users with System Administrator status. Another point to note is that you cannot save the report to a different Configuration Pack, this is consistent with the other Extensions.
• If you select Current Project or Configuration Pack you will need to give your report a name.
• Click Save to save your project

Once a project has been saved you can then close it using Excel's normal methods. Should you want to make corrections to the report at a later date you can select it from the Reports form and click Edit.