MicroStrategy ONE

Saving reports with prompts

When you save a prompted report after having executed it, you are presented with special save options that give you several ways to save your prompted report.

You can save your answers with the report. When you run the report in the future, you are not prompted again. (This is called saving the prompted report as static.) The prompt answers that you selected when you ran the report are saved to the report definition, and that definition is used every time the report is run in the future.

You can also save the report so that it prompts you or other users again, when the report is re-executed. You continue to be prompted every time you run the report in the future. (This is called saving the prompted report as prompted.) If you want, you can also have your current prompt answers become the new default prompt answers when the report is run again. This can speed up report execution, because you can save your own preferred answers as the defaults, and then each time you re-run the report, when you are prompted you can simply click Finish to accept all the default answers.

To save a prompted report in Developer

  1. Open a prompted report.
  2. Answer the prompts and execute the report. For steps to answer a prompt, see Answering report prompts.
  3. Click Save.

  4. Select whether you want to save the report as static or prompted:

    • Static: The report is saved with the currently displayed report and filter information. When you execute the report in the future, you are not prompted again.
    • Prompted: The report is saved with active prompts. The next time that you run the report, the report prompts you for answers again.

  5. If you select prompted, you can choose whether or not to use the current prompt answers as the default prompt answers when you run the report again, as described below:

    • To save the current prompt answers as the default prompt answers, select the Set the current prompt answers to be the default prompt answers check box. When you run the report again, you will be prompted, and you can choose to use the default answers or change them.
    • To use the default prompt answers defined in the prompt, clear the Set the current prompt answers to be the default prompt answers check box. When you run the report again, you will be prompted, and you can choose to use the displayed default answers or change them. If default prompt answers have not been defined in the prompt, no default answers are displayed.
  6. If you select the Remember options next time check box, your selections above (in this Save Options dialog box) become the default method for saving all prompted reports when you save prompted reports in the future.
  7. Click OK.

To save a prompted report in MicroStrategy Web

  1. Open a prompted report.
  2. Answer the prompts and execute the report.
  3. Click Save.

  4. You can choose to save the report as a prompted or a static report:

    • To save it as a prompted report, select the Keep report prompted check box. The report is saved with active prompts. When you execute the report in the future, you are prompted for answers again.
    • To save it as a static report, clear the Keep report prompted check box. The report is saved with the currently displayed report and filter information. When you execute the report in the future, you are not prompted again.

  5. If you save it as a prompted report, you can choose whether or not to use the current prompt answers as the default prompt answers when you run the report again, as described below:

    • To save the current prompt answers as the default prompt answers, click Advanced Options. Select the Set the current prompt answers to be the default prompt answers check box. When you run the report again, the prompt answers that you selected are displayed as the default prompt answers. You can choose to use the default answers or change them.
    • To use the default prompt answers defined in the prompt, click Advanced Options. Clear the Set the current prompt answers to be the default prompt answers check box. The prompt answers that you selected are not saved with the report. When you run the report again, the default prompt answers defined in the prompt are displayed. You can choose to use the default answers or change them. If default prompt answers have not been defined in the prompt, no default answers are displayed.
  6. Click OK.