Saving Reports
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Editor_SaveAS

Saving Reports: In the EDITOR you have the option to save this report under a different file name. In this way you can save different versions of this report. Click the 'Save As' button. The following dialog box will appear:

SaveAs

Note that you can save this report for 'All Clients' or 'This Client Only'. Click to select the appropriate Tab, enter the File Name and click 'Save File'. Next time you are in the EDITOR and click 'Open' you have the option of recalling files saved for either ALL CLIENTS or THIS CLIENT ONLY.