Save and publish reports

To store your changes, click Save; to discard them, click Cancel.
To access additional save options, click the down arrow on the Save button:

  • Click Save draft to store your changes without publishing the entity.

  • Click Publish to release the new version of the entity that includes your changes.

  • Click Cancel to discard the changes.

Save a draft

Drafts are available in the entity editor under Draft entities.

Two additional options are available when saving an entity as a draft:

  • Click Save draft and new if you are creating a new entity and have not saved it before. This option saves the current populated form as a draft without publishing it to the Intelligence Center, and creates and opens a new draft form in the editor.

  • Click Save draft and duplicate to the current populated form as a draft without publishing it to the Intelligence Center, and create and opens a prepopulated copy of the draft entity in the editor to speed up the creation of a new entity of the same type.

Publish an entity

Published entities are saved to the Intelligence Center.
When the new entity is indexed, it is available in the Intelligence Center, in the entity editor under Published.
Published entities associated with a workspace or included in a dataset are available also through the corresponding workspace and dataset.

Two additional options are available when publishing an entity:

  • Click Publish and new if you are creating a new entity and you have not published it before. This option saves the current populated form, publishes it to the Intelligence Center, and creates and opens a new form in the editor.

  • Click Publish and duplicate to save the current populated form, publish it to the Intelligence Center, and create and open a prepopulated copy of the newly published entity in the editor to speed up the creation of a new entity of the same type.