Specify Preferences for Opening and Saving Reports

To specify preferences for opening and saving reports, complete these steps:

Click Preferences in the right corner of the user interface to open the Preferences dialog box.
On the General tab, complete these steps:
1. Under Open, specify the folder that is open by default when you access the Open dialog box or the File Management window. The default is Last folder used. If you choose Your Preferred folder, then select the folder.
2. Under Save, specify the folder that you want selected by default in the Save As dialog box when you save a new report. The default is Company preferred folder, if your administrator has set this property for your company. Otherwise, the default is Last folder used. If you choose Your preferred folder, then select the folder.
  
  General Tab with Preferences Specified
3. Select one of the Save reports as options for new reports. By default, new reports are saved as automatically refreshed. You can change your preference for specific reports when you save them.
  
  Note: For more information, see Data Refresh: Manual versus Automatic.
Click OK.

Your preferences are used the next time you open or save a report.

Note: To restore all of the options on the General tab to their default settings, click Reset Defaults.