You can save your research work to update later or to use as a template for a set of reports in a different market. Report groups contain all parameter settings saved with the group, including estimates. Tapscan stores your report groups safely, securely and confidentially on the Tapscan server for each person's unique ID and password.
It is not possible for others using Tapscan to view your information for estimates and reports that are stored on the Tapscan servers.
Saved report groups are available as long as you subscribe to the market's data. Note that when a market switches to PPM data as currency, reports created with Diary data will not be available because the data will no longer be available.
To save a new report group:
1 From the Research tab, select a market and reports. Then click the Generate Report button to create a report group.
2 Click the link immediately below the toolbar at the top of the page to open the Report Group Name box with the text highlighted.
3 Type a name for your report group up to 40 keyboard characters in the box.
4 Click the Save button in the toolbar to save the report group.
Click the
Refresh button under Saved Reports on the Research tab to update the list of saved report groups.
To rename an existing report group:
1 If necessary, open the existing report group.
2 Click the link immediately below the toolbar at the top of the page to open the Report Group Name box with the text highlighted.
This box will display the existing name that you want to change.
3 Type a name for your report group up to 40 keyboard characters in the box.
4 Click the Save button in the toolbar to save the report group.
5 Click OK when prompted about changing the file name.
The original report group is replaced by the renamed report group. Click the
Refresh button under Saved Reports on the Research tab to update the list of saved report groups.
To save another report group with a new name:
1 If necessary, open the existing report group.
2 Confirm that the selected market and reports are correct.
3 Click the Save As button in the toolbar:
• Type a new name in the Report Group Name box.
• Click Save.
Click the
Refresh button under Saved Reports on the Research tab to update the list of saved report groups.
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