The process for saving a file is identical to an on-premise system with the exception that you should ensure you navigate to a location outside of the hosted server. The default folder Save/Save as location for any file is set in your User Options.
From the main toolbar select User>Options> Folder. In our example the Default Folder path is: ‘\\TSClient\C\directory or folder of your choice’ - which is a folder or directory located on the root of the C drive on the local computer (i.e. your computer).
Each organization/user establishes a default Folder of their choosing. The location that a file is saved in can be altered during the Save/Save As process, but will initially display the default value entered here. In our example we created a folder titled FR50 that will be the default location for files. Again, this location can be changed during the actual Save/Save As process.
MAC USERS: Your default directory path will be formatted as below:
Please note that if you change your default value, the path format does not include the standard colon ( : ) after the drive letter.
If the path is altered, either as a new default or during the Save/Save As process, special care should be taken so as not to inadvertently save a file to the hosted server. Whenever the default path is not desired follow the steps outlined below.
Please note the screen shots provided are based on saving a PDF file but would also apply when selecting the Export or Excel options as well as when saving a merged document. The main purpose of this article is to help you ensure you are navigating to a location outside of the hosted server itself.
Click the ‘Folder’ icon to the right of the ‘File Name’ field.
The ‘Select Export File’ window will appear listing the directory structure on the root of the C drive of your computer (based on the Default Folder listed in our User option, your initial Save in: location may vary).
From this point, you can browse through to the ‘My Documents’ folder in your local profile via the Documents/Settings
Double-click your profile name and then select the My Documents directory from within your profile:
Once the desired location has been reached, enter a name and appropriate Save as type and click the ‘Save’ button. In this example, the name ‘Constituent Report’ was used. The File Name will populate with the selected path/file name.
Click the ‘OK’ button to return to the ‘Run Report’ window followed by clicking ‘OK’ to run the report. You will receive a status window displaying the number of pages. This process may take some time depending on the number of records/pages contained in the report.
When the process has completed, the file can be viewed from the location indicated in Step 4.