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 the Reports screen.
- Click on the +Add New button.
- The Report Profile screen will open.
- Select the Debtor option on the Report Category drop-down menu.
- Select the Debtor Drilldown Report on the Report Type drop-down menu.
- The Settings and Parameters of the Debtor Drilldown Report will open.
- Choose the Settings and Parameters of the information that you want to have displayed on the Report.
- For more information on the different Settings and Parameters, please refer to the user manual: Debtor Drilldown Report: Settings and Parameters.
- 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.
- For more information regarding how to navigate to the Settings and Parameters screen, please refer to the user manual: Debtor Drilldown Report: Settings and Parameters.
Last modified: Thursday, 14 March 2024, 8:17 AM