Modify an existing firm-level report profile
You can update a saved report profile to change the reports included in the profile, the options for the individual reports, or the print order of the reports.
- In theFirm Report Profilesscreen, select the profile from list pane, then selectEdit.
- Select
next to Selections. - In theReport Selectionswindow, add or remove reports from the Selected Reports pane or change the selection order, then selectOK.
- In theFirm Report Profilesscreen, update the options for any of the selected reports.
- SelectEnterto save the changes.noteIf you made any changes to a client report profile that was based on this firm report profile, the application opens theUpdate Client Report Profileswindow when you try to save this firm report profile. In this window, you can select the clients whose profiles you want to apply these changes to. The application will replace any changes made at the client level with the changes you made in this firm report profile.
