Archiving Reports

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Question:
I would like to archive my reports in CertiflexDimension so that I can refer to them at a later time.  What is the easiest way to do this?

Answer:
Certiflex Dimension will allow you to save reports for future reference, which will not only allow your data to be accessible at your convenience but also reduce the clutter that printed reports can cause.

To save a report in CertiflexDimension 8.0, you may print the report using the ‘Preview/Digital File’ option.Once the report is displayed, select the ‘File’ menu at the top and choose ‘Save As’. Select the location you wish to save the report to, and specify a file name for the report. This will save the file in a ‘Dimension Report Format (.drp)’ which can be opened later in CertiflexDimension by selecting ‘Open Saved Report’ in the ‘Print Reports and Graphs’ program.

If you are using CertiflexDimension 9.0, you also have some other options. The first is to utilize the ‘Report Catalog‘. This will save the report to a compressed file, and the report may be password-protected, or given a security level so only those with access can view the report.  To save to the Report Catalog, print the report to the screen.  Then, either press the ‘F2′ key on your keyboard, or select File, choose Save As, and save to ‘Digital Report Catalog’.  You may retrieve the file later by clicking >Open Saved Report in the Print Reports and Graphs program.

Your other option in CertiflexDimension 9.0 is to save the report in a PDF format which will allow you to retrieve them later via My Computer. To do this, either press the F5 key and then save the report from your PDF viewer, or select File, choose Save As, and save to External PDF File.

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