Saving documents

Documents can be saved to both the Workspace and to the local machine with data and formatted Dashboards, Pivots, Charts, and Reports, allowing for a snapshot of data and section templates to be saved and reused as desired. A variety of save options exist including settings to reduce file size, settings for password protection, and settings to toggle the offline mode of the document.

Saving documents to the Workspace

Documents are easily saved to the Workspace from the Interactive Reporting Web Client. There are two options for saving to the Workspace and both options are located in the File menu. Selecting the first option, Save to Repository, saves the changes in the open document over the document in the Workspace. Selecting ...

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