Manage Report Profiles – ANZ

Run Report Profile

STEP

ACTION

Go to the Report Centre > Report Profiles screen

Select the Report Profile and use one of the following methods to run the report:

Method 1: Right-click on the Report Profile and click Run on the Context Menu
Method 2: Select the Report Profile and click Actions > Run on the Control Bar
Method 3: Click on the Report Profile in the list to display the Report Profile Details screen and then click Run on the Control Bar

RESULT: The report will be created and available to download in Notifications or in Report Centre > Download Reports.

Edit Report Profile

STEP	ACTION
1	Go to the Report Centre > Report Profiles screen
2	Select the Report Profile and use one of the following methods to edit the report: Method 1: Right-click on the Report Profile and click Edit on the Context Menu Method 2: Select the Report Profile and click Actions > Edit on the Control Bar Method 3: Click on the Report Profile in the list to display the Report Profile Details screen and then click Edit on the Control Bar
3	Edit the Report Profile details as required
4	Click Save on the Control Bar RESULT: A message is displayed advising that the Report Profile has been saved.

Delete Report Profile

STEP	ACTION
1	Go to the Report Centre > Report Profiles screen
2	Select the Report Profile and use one of the following methods to delete the report: Method 1: Right-click on the Report Profile and click Delete on the Context Menu Method 2: Select the Report Profile and click Actions > Delete on the Control Bar Method 3: Click on the Report Profile in the list to display the Report Profile Details screen and then click Delete on the Control Bar
3	Click Yes in the confirmation pop-up window RESULT: A message is displayed advising that the Report Profile has been deleted.