Browse FAQs

How to Save a Report in PME?

Published date: 17 February 2020

Issue
A common report has to be created every time it is needed.

Product Line
PME 8.x
PME 9.0

Environment
Web Applications

Resolution
Notes:
  • A report can be saved before or after it is generated. In both cases, all of the input parameters for the report need to be specified.
  • In order to create a subscription for the report, all of the input parameters must be selected in the Save Report dialog before it is saved.
  • If the report will be generated manually rather than by subscription, select the input parameters in the Save Report dialog that are desired to be saved and specify the remaining parameters before the report is generated.
Steps to save a report:
  1. Click a report definition in the Report Library pane to open it in the display pane.

  1. Specify all of the input parameters required for the report.

  1. Click the Save icon on the Report Library toolbar to open the Save Report dialog, or click Generate Report and after the report has been generated click the Save icon.
  2. Type a name for the report in the Name field.
  3. In the location box below the Name field, select the location for the saved report or click New Folder to create a new folder it.
Note: One folder cannot be nested inside another.
 
  1. In the section at the bottom of the dialog, select Show Previously Saved Inputs and clear the check boxes for the inputs that do not need to be saved with the report. When one of theses reports is generated, enter information for the inputs that were not saved.
  2. Click OK to save the report with the inputs selected.
For steps on how to save reports in PME 2020 see FA402688.

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