When you save a report that you created using the running filter + template feature, you will see additional save options in the Save As window. For more information on these save options, see “Advanced Save Options” .
Advanced Save Options
Choosing Shortcut or Copy
Using a shortcut to an existing object to create a report means that any changes made to the object going forward are automatically propagated to the report. Similarly, changes made to the object from within the report are reflected in the original object and thus, are also automatically propagated to all other reports in which they are used as shortcuts. When using shortcuts to an existing object to create a report, the existing objects are referred to as linked objects.
Using a copy of an existing object means that changes to the object going forward do not affect the report. Similarly, changes made to the object from within the report do not affect the component objects or any other report in which they are used as shortcuts.
In Analyzer User, you have the ability to modify both templates and report filters in Design
Mode. In the event that you modify a report that was created using shortcuts or you create your own report using the running filter + template feature, when you save the report, you are presented with additional options in the Save As window.
Save As Window
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If you want to keep the shortcuts to both the template and report filter objects, select the
Keep template and filter as linked objects check box. After clicking OK in the Save As window, the following message appears:
Confirm Overwrite Window
If you click Yes, any changes you made to the template and the report filter in Design Mode overwrites the original template and report filter object definitions with your new definitions, which also affect all other reports that were created using shortcuts to these objects.
On the other hand, if you do not want to keep the shortcuts to either the template or the report filter objects, but would rather create copies of both the template and report filter objects, clear the Keep template and filter as linked objects check box and click OK.
If you want to keep the shortcut to one object and make a copy of another object, click the
Advanced Options link and choose from one of the following options:
Keep shortcut to template—Select this check box if you want to keep the shortcut to the template object. All changes you made to the template in Design Mode are propagated to the template object, which also affects all other reports that were created using shortcuts to the template.
Keep shortcut to filter—Select this check box, if you want to keep the shortcut to the report filter object. All changes you made to the report filter in Design Mode are propagated to the report filter object, which also affects all other reports that were created using shortcuts to the report filter.
Save As Window—Advanced Options
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