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Saving a dashboard

You can make changes to a dashboard, then save it for easy access at a later date. Steps to save a dashboard are below.

You can also save your own custom view of a dashboard, using a personal view. A personal view is a lightweight copy of a dashboard, and includes every change that you made to the dashboard since you opened it. Use personal views to save time when choosing data to analyze. After you have filtered and sorted a dashboard to display the data that you want and need, save a personal view. The next time that you need that same data, open your personal view. If you need to see all of the data, or want to choose different filtering and sorting criteria, open the original dashboard.

Steps to save a dashboard

1. Do one of the following:
   • To save the dashboard, from the dashboard toolbar, click the Save icon . The dashboard is saved and a confirmation message is displayed.
   • If you are saving a new dashboard, the Save As dialog box opens. Select the appropriate options to save your dashboard, as described in the steps below.
   • To save a copy of an existing dashboard using a different name, from the File menu, select Save As (or, from the dashboard toolbar, click the Save As icon ). The Save As dialog box opens.
2. To select an existing folder in which to save your dashboard, from the Save In drop-down list, choose Shared Reports or My Reports, then browse to the desired folder.  
   • To create a new folder in which to save the dashboard, click the Create New Folder icon . Type a name and description for the folder, then click Create Folder. The folder name must be unique for the project.
3. Type a Name and Description for the dashboard.
4. If you are saving a prompted dashboard, you can specify whether users are presented with the prompts when the dashboard is run, and whether to save prompt answers. From the Advanced section, select one of the following:
   • To use the prompt answers currently selected in the dashboard as the default prompt answers, select the Display prompt and use the current answers as the default answers option. The next time the dashboard is run, the prompt selection page will be displayed with the default prompt answers automatically selected.
   • To save the dashboard without default prompt answers, select the Display prompt but discard the current answers option. The prompt selection page will be displayed the next time that the dashboard is run, with no default prompt answers automatically selected.
   • To use the prompt answers that you specified as the default prompt answers and automatically skip the prompt selection page, select the Do not display prompt and use the current answers as the default answers option. The next time the dashboard is run, the default prompt answers will automatically be used to answer the prompts and run the dashboard. The prompt selection page will not be displayed to users.
5. Click OK to save the dashboard.

If a dashboard with the same name already exists in the folder, a Confirm Overwrite message appears.

• To overwrite the existing dashboard, click Yes.
• To save it as a different dashboard, click No and provide a name.