Add a Report Profile

Use Report Profiles in the Folders, Reports, & Documents submodule in the Settings module to add and configure report profiles.

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

To add 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 for which you want to add a report profile.
3. In the left pane of the Settings page, click Folders, Reports, & Documents > Report Profiles.
4. Click the Report Profiles tab.
5. On the grid toolbar, click Add New Report Profile .
6. In the Add New Report Profile dialog box, specify a report profile name and click OK.
   WorkBook adds the new profile to the Profile drop-down menu.
7. To make a report available for the newly created profile, select the Enable check box for the specific report.
8. To rename the profile, click Edit Profile Title on the grid toolbar, specify a title, and click OK.
9. 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.