### Saving the report set

You can save your report set in a JReport Web window. To do this, click Menu > File > Save (or the Save button on the Standard toolbar). The Save Report Template dialog appears. The Sort and Filter options in this dialog signify whether or not to include the sort and filter criteria when saving. Specify the options as required, then click OK, and the report set will be saved as a report set version.

If the report set is newly created and has not yet been saved, the Save As dialog will be displayed. See the dialog.

1. In the Report Set Name box, enter the name of the report set as required. Select a file format from the format drop-down list.
2. From the Folder drop-down list, specify where the report set will be saved: Public Reports or My Reports.
3. From the Directory drop-down list, further specify the directory in which the report set will be saved.
4. Optionally, input some text in the Description box as a description for the report set.
5. Click the Advanced button to set the advanced settings for the report set if required.
   1. From the Catalog drop-down list, select the catalog for the report set.
   2. Specify the relationship between the saved report set and the catalog used to run it (activated only when Select Catalog Linked Model is checked in the Profile > Configure DHTML Profile > Properties > Advanced tab):
      - Set Original Catalog as Linked Catalog into Saved Report Set
        If checked, the saved report set will be linked with the catalog and the saved report set will run within the catalog no matter whether the two are in the same directory. If later the catalog is updated, the saved report set will run within the latest catalog.
      - Set Catalog Copy to Public Reports/My Reports
        If checked, the catalog will be copied to the directory where the report set is saved and the saved report set will run within the copied catalog.
   3. If you want to save the report set together with the sort and filter criteria, check Save Sort Criteria and Save Filter Criteria correspondingly. With the criteria saved, JReport Web will automatically apply them to the report set the next time it is opened.
6. Click OK to save the report set.

To save a copy of a report set, click Menu > File > Save As (or the Save As button on the Standard toolbar) to show the Save As dialog, and then do as above.

Notes:

- You will not be able to save the report set to some locations if you do not have the required permissions. You need to have Write access to the directory.
- If the report set of the same name already exists in the directory you have specified, a message box will prompt you whether or not to overwrite it.
- To find a newly saved report set version, browse to select the row that the report set is in on the JReport Console or Administration page, click Version on the task bar of the Reports page, and then click the Report Set Versions tab.