Open the Report

• Start by opening the report in your preferred environment.

Edit in Desktop

• Click on the Editing drop-down menu.
• Select Open in Desktop to switch to the desktop version of the report.

Enable Content

• Once the report opens in the desktop app, click Enable Content to ensure that all features and data connections are active.

Save a Copy

• Go to File in the top-left corner of the window.
• Select Save a Copy.
• Click on Browse and choose a convenient location to save the file.
• You can rename the file or keep the same name, then click Save.

Refresh Data

• In the top ribbon, go to the Data tab.
• Select Refresh and then click on Refresh All to update the report with the latest data.

Note: If you don’t want to save the report, you can ignore the steps after "Save a Copy" and jump directly to "Refresh Data".