BEST FILTERING AND REPORTING PRACTICES ENTERPRISE REPORTER USAGE SCENARIOSM86 S ECURITY INSTALLATION G UIDE 101III. Save and schedule a report exerciseIn this exercise you will learn how to save a report view and then create a schedulefor running a report on a regular basis using criteria specified for that report. Whilea Summary Drill Down Report is used in this exercise, these steps also apply to aDetail Drill Down Report.Step A. Save a report1. After generating a Summary Drill Down Report, to save the criteria used in thatreport view, click Save Report at the top of the report view to open the SaveCustom Report pop-up window:Note that this window is populated with specifications used in the current reportview.2. For this exercise, make entries in the following fields: Save Name, Descrip-tion, and For E-Mail output only (To and Subject fields).3. Choose the Save and Schedule option from the “Save” options at the bottom ofthe window. The three “Save” options are as follows:• Save and Schedule - this option lets you save criteria from the current reportview and then set up a schedule to run the report using that criteria.• Save and Run - this option lets you save criteria from the current report viewand then automatically generate a report in the specified output format.• Save Only - this option lets you save criteria from the current report view.
