Reports: Configure How a Report is Saved
Templates in ShipWorks can be configured to specify how they are saved. This can be useful when you need to specify where to save a report, what to name the report when saved, and even to not prompt you when a report is run and saved automatically.
This article will guide you through the process of configuring how a report template is saved.
The below steps will guide you through modifying the Saving settings for the 'Shipper Productivity' report including what to name the file when saved, where to save the report, and to not prompt with the Save As dialog when saving. However, the steps are the same for all ShipWorks Templates. Once you learn the process you can modify templates to save according to your needs.
Ensure that a report is configured to be automatically saved to the location on your computer that you specify, with the name you specify, and whether or not to prompt you with the Save As dialog. Here's how:
Expand the Reports folder and select the Shipper Productivity report. (or any template for which you wish to modify these settings)
Click the Edit button.
Select the Settings tab. Then, click on Saving.
Update the following information:
Name: Name the report. This is the name given to the report when it is generated and saved to your computer.
Folder: Click the Browse... button and select the location on your computer in which the report should be saved.
Prompt me for the name or folder: Ensure that Never is selected. (You may also select:)
Once: You will be prompted only once when multiple files are being saved.
Always: You will be prompted for evey file being saved.
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