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How To – Saving Reports

Here we will talk about how to save reports created in the Reporting module, Analytics, or by exporting from one of the consoles.

Once data has been exported to Excel, it needs to be saved on the Directline server before it is copied to the user’s workstation. Follow the steps below to save your spreadsheet on the server.

  1. Click File
  2. Save As

The Current folder option should show a folder path that starts with N: and contains your username. Click on that folder.

The Save As window will open.

Make sure to change the file name so as not to overwrite the report template. Something simple like adding the date to the end of the file name is enough.

Hit Save.

The report is now saved on the Directline Server and ready to copy. Close Excel when you are done.

Copying to Local

Once the spreadsheet has been saved to the Directline server, use the Copy to Local Workstation option to either email the file, or download it with Dropbox.


Got to:

  1. Utilities
  2. Copy or Move Files
  3. Copy to Local Workstation

On this window there are a number of options. In the top right, choose the source environment.

Analysis Report Directory – This is where canned reports are saved as well as exports from analytics and from Console screens.

Export Report Directory – This is where custom reports are saved. any export of a report created in the Report Definition Wizard will be saved here.

Select one or more files by clicking on each one, then choose to Download or Email the report.

  • Download Files
  • E-Mail Files

If you select Download Files a message will pop up explaining that your browser will be opened and you will have the option to download from Dropbox. You do not need a Dropbox account to do this.

If you click this option an email window will come up. add an address in the To field and hit send. the email will be sent with the excel spreadsheet attached.

Training Video

Updated on April 25, 2024
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