Add a report profile
You can use report profiles to make your routine report printing quick and efficient. A report profile is a group of specific reports for which you define print options and a collation sequence. You can create an unlimited number of report profiles for your firm and for individual clients.
When you print a report profile, the application prints all of the reports in the profile — using the report options you selected for each one — in the order specified in the profile. When you use report profiles, you don't have to remember which reports to print or which options to use for each report because it's all pre-defined for you.
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If you make changes to a report that's included in a report profile, the application doesn't update the report in the profile. To include the changes in the report profile, remove the affected report from the report profile in this screen or the
Firm Report Profiles
screen, and then add it back to the profile.Do the following to add a report profile:
- ChooseSetupthenReport Profiles.
- Select the client from the dropdown in the upper-right corner of theReport Profilesscreen.
- Go toFirm Profile. This displays the name of the global (firm-level) report profile that this client profile is based on (or it displays<None>, if it's not based on a global profile). After you save a client report profile in this screen, you can't change the selection in this field. To make this field available, selectAdd.
- To create a new report profile from scratch, leave<None>selected in this field.
- To create a new report profile based on a global profile for the selected client, select the global profile here. The dropdown includes all report profiles for which theClient reportsoption was selected in theFirm Report Profilesscreen.
- To customize a global profile for this client (keeping the same name but selecting different reports/options), select an existing firm-level client profile in theFirm profilefield.
noteIf you make any changes to a global report profile in this screen, those changes affect only the profile for this client. The changes don't affect the global profile for the firm or other clients that use that global profile. - Go toDescriptionand enter a name for the profile.
- Select the ellipsis
next to Selectionsto open theReport Selectionswindow, where you can select the reports to include in the report profile.note- You can select the same report multiple times within a single report profile and choose different option settings for each instance.
- The application prints the reports in a profile in the order you choose here. To change the order, select and drag individual reports where you want them in the Selected Reports list.
- In the Report Options section, go toReportand select a report, then choose the options for that report. Repeat this for each report in the profile.
- SelectEnterto save the new profile.note
- You can selectPreviewto view all the reports in the profile. In thePrint Previewscreen, select the reports one at a time from the dropdown in the upper-right corner of the screen.
