Archiving Reports

About Report Archiving

Authorized users can specify that they want to maintain an archive for a manually refreshed report. The archived copies are saved in PDF format. Files are named by using the date that they were archived; for example, output that was saved on September 19, 2008, would be named 2008_09_19.pdf.
Only one copy of a report can be saved per day. If a report is saved multiple times in one day, then only the next-to-last saved report is used as that day's archived copy. The earliest archived copy is automatically removed when the user-specified number of archived copies has been saved.
Anyone authorized to view reports can view an archived copy of a report.
Note: Your role might enable you to save reports but not to archive reports.

Archive a Report

To maintain an archive of a specific report, complete these steps:
  1. Display the report that you want to archive in either Edit mode or View mode.
  2. Select Filethen selectSave As to open the Save As dialog box.
  3. In the Type drop-down list, select Data can be manually refreshed.
  4. Select Retain previous instances of output not to exceed, and then type the number of archived reports that you want to maintain. Archived reports are saved in PDF format.
  5. Click Save.
    Save As Dialog Box for Archiving a Report
    Save As Dialog Box for Archiving a Report
  6. When you are prompted to replace the existing report, click OK. (The existing report is saved as PDF output.)
Note: Authorized users can also specify to archive scheduled reports.

View an Archived Copy of a Report

To view an archived copy of a report, complete these steps:
  1. From the Welcome window or Edit mode, perform one of these tasks:
    • Select Filethen selectOpen to open the Open dialog box.
    • Select Filethen selectManage Files to open the File Management window.
  2. Next to the name of the report that has the archived copy that you want to view, click actions icon in the Actions column, and then select Archived Output.
    Note: Archived reports are identified by this icon: archived reports icon
    Open Dialog Box with the Archive Output Menu Item Selected
    Open Dialog Box with the Archive Output Menu Item Selected
  3. In the Archived Output dialog box, select the archived copy that you want to view and then click View.
    Archived Output Dialog Box
    Archived Output Dialog Box
    A PDF version of the report opens in a new Web browser window.
  4. To close the Archived Output dialog box, click Close.

Delete an Archived Copy of a Report

To delete an archived copy of a report, complete these steps:
  1. From the Welcome window or Edit mode, perform one of these tasks:
    • Select Filethen selectOpen to open the Open dialog box.
    • Select Filethen selectManage Files to access the File Management window.
  2. Next to the name of the report that has the archived copy that you want to delete, click actions icon in the Actions column, and then select Archived Output.
    Note: Archived reports are identified by this icon: archived reports icon
  3. In the Archived Output dialog box, select the archived copy that you want to delete and then click Remove.
  4. In the confirmation message box that appears, click OK to delete the archived copy.
  5. Click Close.