Copy a Report Profile

Use Report Profiles in the Folders, Reports, & Documents submodule in the Settings module to copy a report profile.

To use Report Profiles, you must have access to Settings as defined in User Access Rights under Settings.

To copy a report profile:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the report profile that you want to copy.
3. In the left pane of the Settings page, click Folders, Reports, & Documents > Report Profiles.
4. Click the Report Profiles tab.
5. In the Profile menu of the grid toolbar, select the profile that you want to copy, and click Copy Current Report Profile .
   WorkBook adds the duplicate profile to the Profile drop-down menu.
6. To rename the profile, click Edit Profile Title on the grid toolbar, specify a title, and click OK.
7. To add new reports to the profile when WorkBook is updated, select the Automatically Add New Reports to the Profile when WorkBook is Updated check box on the grid toolbar.