How to Save Report Profiles


Saving Report Profiles enables you to store the Settings and Parameters of Reports, allowing you to access them for future use. This eliminates the need to reselect all the settings each time you Generate a Report.

Please Note: For the purpose of this user manual the Debtor Drilldown Report will be used. Report Profiles can be saved on any Report type.

  • This user manual will start on an already completed Report Profile.
  • Click on the Generate Report drop-up menu.


  • Click on the Save and Generate button.


  • The Save New Profile screen will open.


    • Click on the New Profile Name field to enter the Name that you want to allocate to the Report Profile.


    • Click on the Ok button to save.


  • Your Report Profile will now be available on the Settings and Parameters screen drop-down menu of the Report Type it was created on.

Last modified: Wednesday, 8 October 2025, 12:34 PM