Saving a Table

To save your table, click Save.

The following options are available when saving a table:

Enter a name for your table. Save the table with a new name or with its existing name. If the table should not be used for other companies or structural units with the same chart of accounts and classification, select "Organisation". Select "public" if you wish to make your table available to other users in the share view. Otherwise, the table will be saved as a private table and will only be visible to the current user.

Structure

If you wish to save the column and row settings of your table, select the "Save with structure" option.

Time settings

When a table definition is opened, the table will by default be displayed for the whole of the current year and aggregated by the base time step. Under Time settings you can save the active time span and/or the current time aggregation (months, quarters, etc.) of the table.

More settings

Select "Save current view" to save the current table in the form in which it is currently displayed (table view, hi-chart view or print preview). The next time you open it, it will be shown in this format.

Replicas

A replica is a variant of an existing report or table in which you can save a setting that differs from the original report or table, e.g. with regard to the time span, time aggregation and organisation. A considerable advantage of using replicas is that changes in the row and column structure of the original are passed on to all replicas.

You can save a variant of an existing report or table, with changes to the structure or the time span, as a replica. You can then share your replicas or assign them to folders in the same way as any other reports and tables.

The Save table definition dialogue contains an option for creating replicas. Select the "replica" option, give your replica a new name, and specify the attributes in which the replica differs from the original report or table.

In the Web Client portal, existing replicas of reports and tables are indicated on the tile for the respective report or table.