MicroStrategy ONE

Saving a Report with a Shortcut to a Stand-Alone Filter

When you save a report that contains a stand-alone filter, you can choose to save the filter as either a copy or a shortcut.

  • When you create a shortcut to a stand-alone object, changes that you make to the object are propagated to this report and to all other reports that use the object as a shortcut. Changes that you make to this object within this report are propagated to the object, and to all other reports that use the object as a shortcut. Use this option to share report caches. This is sometimes referred to as a linked template or filter.

    Reports with shortcuts to stand-alone templates and filters allow you to share report caches. If this is your intent, you must select the Retain the shortcuts option in the procedure. For detailed information about report caches, see the Caching chapter in the System Administration Help.

  • When you embed a copy of the object in the report, changes that you make to the stand-alone object are not propagated to this report. Changes that you make to the embedded object within this report are not propagated to the object. This is sometimes referred to as a local or report-specific template or filter.

To Save a Report with a Shortcut to a Stand-Alone Filter

  1. Save the report with a shortcut to a stand-alone filter:
    1. Click Save and Close on the toolbar of the Report Editor or Report Viewer.
    2. Select the folder in which to save the report, then enter the name of the new report.
    3. Click Save.

      If the report contains prompts, the Save Options dialog box opens after you have named the report. To access the Advanced Save Options dialog box, click Advanced on the Save Options dialog box. For steps to save a prompted report, see the MicroStrategy Developer help.

  2. Select one of the following options for saving the report:
    • Create a local copy of the filter. Changes that you make to the filter are not propagated to the original object, and vice versa. This is also called a local or embedded filter.
    • Retain the shortcuts to the filter. Creating shortcuts allows you to use an object on a report, taking advantage of the benefits of object reuse. Changes that you make to the filter are propagated to the original object, and vice versa. Use this option to share report caches.
  3. To use the selections that you made above as the defaults, select the Remember answers the next time I am prompted check box.
  4. Click OK.