How do I save an Adhoc Starter Report to a client custom folder?

Warning: Before you can add datasets to the Adhoc Blank Starter Report, you must save the report to a client custom folder. For more information about adding datasets, see How do I add datasets to an Adhoc Blank Starter Report?

To save a starter report to a client custom folder

  1. On the Adhoc Report Builder menu bar, click File > Save As.
  2. In the Save As report window, click Save As icon..
  3. Double-click the Client Reports folder.

  4. Double-click the folder you want to save the file in.

    Note: You can save the file in any custom folder.

  5. In the Name field, enter the name of the report.
  6. Click Save.

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