AX2797

Saving a report

When you save a report, the report file is updated in the Axiom Rolling Forecasting file system. If the report is configured to save data to the database, a save-to-database also occurs.

To save a report:

  • On the Axiom tab, in the File Options group, click Save. (In systems with installed products, this feature may be located on the Main tab.)

Your file permission settings in Security determine whether you can save a particular report. If a report is open with read/write permissions, then you can save it. If the report is open as read-only, then the report file cannot be saved, but you may still be able to save data. You may also be able to save a copy of the report.

NOTE: Some files may use a Control Sheet setting that causes the data in the report to zero when the file is saved. This is a security precaution that is normally enabled in reports only. You can click Refresh to restore the data.

Save-to-database reports

Some reports may be configured to save data to the database. If the report is configured to save to the database, then the file is validated before saving. If errors are found, the file still saves but the data save is stopped and the errors are displayed in the Save Errors pane. These errors must be corrected before data can be saved to the database (for more information, see Troubleshooting data save errors (Save Type 1)). If no errors are found, then a confirmation message displays, with information about the number of records saved.

Your file permission settings in Security determine whether you can perform a save-to-database for a particular report. Note that the permission to save data is managed separately from the file access permission. Therefore, it is possible that you could have read-only permissions for the file, but still have rights to save data (or the opposite—you could have read/write permissions for the file, but not have the rights to save data).

When you click Save, Axiom Rolling Forecasting automatically performs all save actions that your user rights allow and that the file is configured to perform. If desired, you can use the additional save options to only save the file, or to only save data.

To save only the file:

  • In the Axiom tab, in the File Options group, click the down arrow to the right of the Save button, and then click Save File Only.

The plan file is saved. All save-to-database processes are ignored.

To save only the data:

  • In the Axiom tab, in the File Options group, click the down arrow to the right of the Save button, and then click Save Data Only.

Data from the file is saved to the database. The file itself is not saved.

NOTE: In systems with installed products, the additional save options may be located on the Main tab. In all systems, you can also access these options by right-clicking the file tab.

Saving a copy of a report

You can save a copy of a report using Save As features. You might want to save a copy of a report to use as a starting point to create a new report, or to create an archive copy before making changes to the report.

In most cases, you should save the report to the Axiom Rolling Forecasting file system (in the Reports Library). However, it is possible to save report files outside of the Axiom Rolling Forecasting system (as non-managed files Files that are not stored in the Axiom database. Most Axiom files must be managed in order to use the full range of Axiom features.). Non-managed files have limited functionality, and are not covered by Axiom Rolling Forecasting security or included in system processes.

To save a copy of a report to the Reports Library:

  1. On the Axiom tab, in the File Options group, click the down arrow to the right of the Save button, and then click Save As (Repository).

    TIP: The Save As options are also available by right-clicking the file tab.

    The Save As dialog opens, displaying the contents of the Reports Library.

    NOTE: By default this dialog only displays files with the same file extension as the current file. If you want to view all file types when using this dialog, select View > Show All Files. This setting will be remembered.

  2. In the left-hand side of the dialog, navigate to the folder in the Reports Library where you want to save the file.

    You must have read/write permissions to a folder in order to save a copy of the report there. A lock icon displays next to folders where you do not have read/write permissions to any folder in that folder tree.

  3. In the File name box, type a name for the new report.

  4. Optional. In the Description box, type a description for the report.
  5. Click OK.

To save a copy of a report locally (as a non-managed file):

  1. On the Axiom tab, in the File Options group, click the down arrow to the right of the Save button, and then click Save As (Local File).

    TIP: The Save As options are also available by right-clicking the file tab.

    The Save As dialog opens.

  2. Navigate to the desired location on your local computer or on a network file share, and then click Save.

    You can change the name of the file and its file format when saving. In the Excel Client, you can save the file using any file format that your Excel version supports. In the Windows Client, you can save the file as XLSM, XLSX, or XLS.

See also