Save and Upload Views to WebReports – BridgeWorks Help Center

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Article Goal

Learn how to use the Save and Upload feature in VDM to quickly push updated reports to WebReports in a single action.

Why Use Save and Upload?

The Save and Upload button is a fast, one-click method to save your local View and immediately upload it to WebReports. This ensures your report is available for execution, sharing, and assignment without navigating through a separate upload workflow.

Tip: Use Save and Upload when making changes to a single View that’s already assigned in WebReports. It keeps the existing assignments intact and updates the logic or formatting in one quick step.

Where Is Save and Upload Located?

You’ll find the Save and Upload button on the WebReports tab of VDM’s ribbon.

Note: The WebReports tab is only visible when connected to a valid WebReports connection profile.

Video Tutorial:

Steps to Save and Upload a View

Step 1: Connect to WebReports

Select your WebReports connection profile in VDM.

Step 2: Open the WebReports Tab

Click on the WebReports tab in VDM’s main ribbon bar.

Tip: If you don’t see the WebReports tab, double-check that your connection profile is set to a WebReports-enabled environment.

Step 3: Click Save and Upload

Click Save and Upload to begin the process.

Step 4: Save the View

If prompted, confirm or choose the save location for your View. This ensures your changes are saved locally before uploading to WebReports.

Tip: The upload process will overwrite the existing version of the View on WebReports but will retain all current assignments.

Article Summary

The Save and Upload feature in VDM is ideal for users making iterative updates to a View that’s already part of their WebReports environment. It streamlines the process by combining saving and uploading into a single action. This helps reduce errors, saves time, and keeps your reports in sync between VDM and WebReports.

Use Case: You’ve made changes to a report’s logic or filters and want to immediately update it on WebReports without disrupting its current assignments—use Save and Upload to push it live in seconds.