Save Reports

You can save reports that you create with the Report Wizard.

The types of reports are:

  • Personal reports: Reports that are saved for use at the individual level.
  • Account-level reports: Reports that are saved for use at an account-level.

    Only Trimble Unity Construct Administrators (or those users the administrators grant the permission) are able to save reports for other users. All other users will only be able to save reports in their personal reports folder. Administrators can refer to Manage Permissions to learn how to give non-administrator users the permission to save reports to others.

  1. In the Report Wizard, click Save As. The Save Report (As) page displays.
  2. Complete the required fields (marked with an *):
    • Report Name*: Enter a name for the report.
    • Report Description: Enter a description of the report.
    • Report Permissions: Specify the report access permissions in this field. The following options are available:
      • This report is available only to me: Select this option to save the report as a personal report which is not available to other users.
      • This report is available to all users: Select this option to make the report available to all users. This option is available only for Administrators.
      • This report is available to the following roles: Select this option to make the report available to users with specific user roles. Select the user roles from the All Roles section and click the Add button to add them to the Roles With Access section. This option is available only for Administrators.
    • Report Folder*: Select a folder for the report. The Report Folder drop down list will become active if you make the report available to all users or to specified roles. If you chose to make the report a personal one, the Report Folder field is inactive and the report will be saved in your Personal Reports folder.
  3. Click Save to simply save the report without executing.
    —Or—
    Click Save and Run Report to execute the report while saving it.
  1. Open Reports.
  2. On the Reports page, click the Edit link next to the name of the report you want to edit. The Report Wizard displays.
  3. Make modifications to the report as needed.
  4. Click Save As. The Save Report (As) page displays.
  5. Click Save to confirm the changes to the report.
    —Or—
    Click Save and Run Report to retain the changes and run the report immediately.