Report Profiles screen

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Report profiles enable you to create and customize an unlimited number of report clusters for any of your clients. Report profiles save time when you need to repeatedly print a set of reports with a specific set of report options. They work much like templates by enabling you to pre-define and save the particular set of reports, in the exact collation sequence, and with the print options that you choose. Then, whenever you select reports for printing or other output, you can select an existing profile as if it were a single report.

Choose Setup > Report Profiles.

Fields & buttons

To add a new report profile, leave the default selection of <None> in the Firm profile field, or select an existing firm-level client profile to add to the selected client.

To add a new report profile, select an existing firm-level client profile in the Firm profile field.

Note: Only client profiles that were created in the Setup > Firm Information > Firm Report Profiles screen are available from the Firm profile drop-down list.

When <None> is selected in the Firm profile field, enter the name of the report profile in the Description field.

Click the Ellipsis Ellipsis button button next to the Selections field to add or remove reports for the report profile.

For each report in the Report drop-down list, choose various options for the report. The options are report-specific and vary depending on the report that is selected.

Click the Preview button at the bottom of the Report Profiles screen to view all the reports in the profile.

Related topics

Working with report profiles

Firm Report Profiles

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