After creating reports with embedded requests, you can save them by clicking File > Save or File > Save As in Excel. Report builder detects whether the report contains requests. When you click on either of these save options, the Save Workbook As form is displayed.
The Save Template form has some of the same functions as the standard Excel File > Save As dialog box, such as a text box for entering the file name of the spreadsheet report using the conventional .xls file extension.
Any file name you use must contain 255 characters or less. In addition, the file name may not contain the following characters:
\ ? | > < : / * ’ "
Finally, you cannot use Unicode characters beyond the set of extended ASCII characters.
When saving the file to a location on your local or network drives, you may enter the full path in the text box, or click on the browse button adjacent to the Save As text box.