Sage 300 SEOS (cloud) Intelligence

SOLVED

i am creating report templates in Sage 300 Intelligence and want to do periodic saves so as not to loose my changes.  When I click on "save to Excel template" it automatically closes the template. I then need to re-run the report in order to continue making changes.  Is there an easier way to do this process?  do I need to re-run the report each time to access, or can I just open it some other way?  Can I perform the periodic changes a different way which will not close the template?

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