Creating a Backup Set

  1. In Report Backups (RMB) select the Add Backup Set option from the toolbar. The Create Backup Set form is displayed.
  2. Specify this information:
    Backup Set
    Enter the name of the Backup Set.
    Description
    Enter the Backup Set description.
    Include Reports
    Select to include:
    • Report Definition - the setup configuration of the report.
    • Linked Reports - a report which has its own settings and properties, but links to the definition of another report.
    Include Report Outputs
    Select the report outputs required in the backup set:
    • PDF
    • Excel
    • Word
    • XML
    • CSV
    • MHTML
    • Tiff
    • All other (logs).
    Delete Data after Backup
    Specify whether the backed up reports should be deleted by selecting the Purge option. Enter the number of days the backup is to be kept in the Days Retained field.
  3. Click OK to save the backup set.
Parent topic: Report Backups