Add a Report Profile

Use the Report Profiles submodule to add and configure report profiles.

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

To add 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 for which you want to add a report profile.
3. In the left navigation pane of the Settings screen, 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.