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 User Access Rights 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.