Save App Reports

About this task

To save a new app report:

Procedure

  1. Open the Apps view and beside the published app whose records you want to see, select More > Report.
  2. Select options from the Environment, Form, and Version dropdown to filter information in the report to those specific parameters.
  3. Configure the display of the report.
  4. Filter the displayed information with the Search Report field.
  5. In the Reports Viewer tab, click Save Report > Save As.
  6. Provide a name for the report.
  7. Select whether the report will apply to the latest published version.
    With this option enabled, the saved report will be applicable in newer versions of the same environment. Errors may occur if fields used in the filter no longer exist in the newer version of the environment.
  8. Select whether the report will apply across all applicable environments.
    With this option enabled, the saved report will be applicable in newer versions of other environments. Errors may occur if fields used in the filter no longer exist in the newer version of the environment.
  9. Click Save.