When you have finished working with a report, you may want to save it for future reference or printing. If you are saving a newly created report, click the icon or choose Save from the File menu. 4. Saving A Report
When you have finished working with a report, you may want to save it for future reference or printing. If you are saving a newly created report, click the icon or choose Save from the File menu.
Type the name of the report in the box and, if you want a location other than the one defaulted, click Browse and navigate to a folder. Click OK to save the report. If you are saving an existing report in which you have made changes, click the save icon or choose Save from the File menu. Your report will automatically save, overwriting the existing report file.
If you want to save the report under a new name, choose Save As from the File menu. The Save File As window (see previous page illustration) will appear. Type a name for the report and choose OK to save the report.
New to Report Builder is the ability to email PDF files to students, parents and/or guardians. To accomplish this, there are two main steps: The email template (message), and compiling the Student Information to email. The email addresses are derived from the new field within the student record on the Family tab.
See more on sending email to a PDF file in Report Builder.