Saving the Report Criteria as a Different Report

You may want to use the Save As option instead of the Save option if you want to:

  • Save a copy of a report created by someone else with you as the owner
  • Change one or more criteria of an existing report without overwriting the existing report
  • Overwrite a different saved report with a new definition

Before you begin: Use the report dialog page to open an existing report or enter criteria. See Open Reports Page.

  1. From the page Actions menu or page toolbar, click Save As. The Save As dialog box opens. This box lists all your existing reports of the selected report type.



  2. Enter a Name and Title.

    Or

    Select the option button for a saved report (you can edit the Title, but not the Name).

  3. Click Done.

    If you chose an existing report, ENOVIA Business Metrics Module displays this message: 

    Changing the report definition will discard the existing report data; 
if you continue, you will need to execute the report to populate the 
data?

    Click OK to discard the previous parameters and save the new parameters and the title.