Save publish and export a report
Keep a useful report available without losing control of versions and audience.
Before you beginUse a representative record and confirm you have the permissions required for this area.
Step by step
- Open the validated report.
- Save the current definition and give it a specific name.
- Star it when the report belongs in your regular review.
- Publish only when the intended audience and data are appropriate.
- Export the current version to PDF when a fixed copy is needed.
Good practice
Publishing and PDF export freeze a view of current data; keep the report date visible.
If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.