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Excerpt
hiddentrue

save report definitions for yourself, for everyone, or for specific people

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Info

Projector allows you to save a report to be run again later. This is useful for building a stable of customized reports built for your organization. These reports can be saved just for yourself, for everyone who can run reports, or shared with another Projector user. When you share a report with another user, you retain control of the definition. So any updates you make, they will also see.

Please note that Sharing and Distribution are different. Sharing a report puts the report's definition into a public area. Other users with appropriate permissions can then run the report. Distribution involves sending a report you actually ran to another user. A distributed report does not require any permissions by the recipient to view. See Report Wizard Distribution Tab for more information.


Tip

You can learn more about Saving and Sharing Reports in Projector Web by watching this webinar August 2020 Release Overview. [Go to 33:20]

Permissions and Settings

Reports are saved to either a My Reports area or a Public Reports area. My Reports are just for an individual and Public Reports are for everyone. The location column of the reports tab shows you where a report is saved.

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