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CONFIGURE, TEST THE ENTERPRISE REPORTER APPENDIX B: EXPORT AND SAVE SUMMARY REPORTS
8E6 TECHNOLOGIES, ENTERPRISE REPORTER EVALUATION GUIDE 35
How to save a Summary Drill Down Report
1. Click the Save Report button to open the Save Custom Report pop-up box:
Save Custom Report option (Summary report)
2. In the Save Name field, enter a name for the report. This name will display in
the Report Name pull-down menu in the Saved Custom Reports option acces-
sible via the Custom Reports menu.
TIP: The Copy (Ctrl+C) and Paste (Ctrl+V) functions can be used in the fields in the Save
Custom Report pop-up box.
3. In the Description field, enter the report description. This description will
display in the Report Description field in the Saved Custom Reports option
accessible via the Custom Reports menu.
4. The date scope for the current report view displays in the From Date and To
Date fields. If you wish to change the date scope, make a selection from the
following choices in the Date Scope pull-down menu: “Today”, “Month to Date”,
“Monthly", “Year to Date", “Daily", “Yesterday", “Month to Yesterday", “Year to
Yesterday", “Last Week", “Last Weekend", “Current Week", “Last Month”.
• The From Date and To Date fields become unavailable if one of the following
selections is made: “Today”, “Month to Date”, “Year to Date", “Yesterday",
“Month to Yesterday", “Year to Yesterday", “Last Week", “Last Weekend",
“Current Week", “Last Month”.
• If Monthly is selected, in the From Date and To Date fields, make a selection
for the month (1-12), and year (1998-2009).
• If Daily is selected, in the From Date and To Date fields, make a selection for
the month (1-12), day (1-31), and year (1998-2009).