WorkBook

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Copy a Report Profile

Use the Report Profiles submodule to copy an existing report profile.

To use the Report Profiles submodule, you must have access to Settings as defined in the Employee cross-company access submodule under Settings.

To copy a report profile:

  1. On the main toolbar, click Settings .
  2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company containing the report profile that you want to copy.
  3. In the left navigation pane of the Settings screen, 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.