Create Custom Reports > Using Desktop Intelligence
Detailed Instructions for Saving, Retrieving, Sending, or Printing Documents
The instructions on this page assume you are within the Desktop Intelligence editor.
Saving documents to a specific location:
| Location | Method |
| Workstation |
Click File > Save As.
If desired, rename file.
Click the Save button on the document.
|
| Network drive |
Click File > Save As.
If desired, rename file.
Browse to desired location.
Click the Save button on the document.
|
| Personal Documents |
Click File > Export to Repository.
If desired, rename file.
Click the Save button on the document.
|
Saving documents as a specific file type (useful for sharing documents with users without access to Desktop Intelligence)
Retrieving documents
| Location | Method |
| Workstation |
Click File > Open.
Navigate to the saved location.
Click the Open button on the document.
|
| Network drive |
Click File > Open.
Navigate to the saved location.
Click the Open button on the document.
|
| Personal Documents |
Click File > Import From Repository.
Select the report you would like to retrieve.
Click Open to open a copy of the report.
|
Sending documents
| Method | Steps | Recipient requirements |
| Sending .rep file as an email attachment |
Click File > Send To Mail.
Click OK.
Your default email application will launch and open a new email with your report as a .rep attachment.
|
Recipient must have access to Business Objects to view the report. Recipient must also have the same security access as the author in order to see all information within the report.
|
| Send to users |
Note: Desktop Intelligence documents can only be sent to another user's Inbox via InfoView. You can no longer send a document directly to an inbox from within the Desktop Intelligence editor. You must first export your document to your Personal Documents on EDDIE(InfoView).
Click File > Export to Repository.
Select the Favorites folder or a folder within the Favorites folder.
Click OK.
If the export was successful, a message will appear. Click OK again.
(Note: The process described below can be viewed in the "Sending Documents" section of the "InfoView XI Basics" lesson.)
Log into EDDIE(InfoView)
Navigate to the location where you exported the document.
Select the checkbox next to the document you want to send in the Workspace Panel.
Click the Send button in the Header Panel
Select To BusinessObjects Inbox.
Uncheck the checkbox next to Use the Job Server's defaults.
Enter a part of the recipient's netID in the Search input box.
Click Search.
Select the account you want from the list of users.
Click the > button to add the recipient to the right panel.
Select the Copy radio button in the Send As section.
Click the Submit button in the lower right corner of the screen.
| Same as above. |
| Export to Excel |
Follow the detailed instructions in the DS How To Guide "Exporting to Excel".
| Recipient must have access to Excel. |
| Saving document as .pdf file as an email attachment |
Click File > Save As.
Browse to desired location.
Click the down arrow next to File Type and select .pdf.
| Recipient must have Adobe Acrobat Reader installed on the workstation. |
Printing documents
| Location | Method |
| From within Desktop Intelligence editor |
Click File > Print.
In the "Print What" area, indicate whether you want only selected reports or all reports within the document printed.
Click OK to print the document.
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To learn more about how to use Business Objects features & functionality
