Saving Reports
Standard reports in Atamis 3.0 cannot be overridden by users (except by System Administrator users). To create a copy of a modified standard report click on next to Edit button, and from the list select Save As.
| 1 | Enter a Report Name and Description |
| 2 | Select a Report Folder where the report will be saved to, and click Save |
Your User Profile and the Report Folder Sharing settings will determine which Report Folders you and other users can access. Contact support@atamis.co.uk for help with setting up custom folder access requirements.
Reports saved in the folder Private Reports cannot be seen by any other user, including Atamis Support users.
To create or Share Report Folders: users require a licence type of Advance User or above.
To create a new folder, click New Folder, enter the name of the folder and click Save.
| 1 | To control which users can view or modify reports in a folder, click on All Folders. This action will bring up a list of all report folders that you’ve created or are shared with you. |
| 2 | Click on arrow icon on the line of the folder |
| 3 | Select Share from the drop-down |
The following window will allow you to search for users on the system and you can define the level of access to the folder: View, Edit or Manage.
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