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Manage Report Profiles

Run 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 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.
View Report Profile
STEP ACTION
1 Go to the Report Centre > Report Profiles screen
2 Select the Report Profile to view the profile created

Details of the Report Profile created will display the Report Information, Report Filters, and the list of scheduled reports associated to the Report Profile.
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.