Profiles

Profiles are used to set up to multiple sort orders for a report, and/or multiple query options. When sort orders and queries are defined for a report, they are defined at a profile level, and will be attached to the profile that is selected as the report is being edited. When you run the report, you can select a profile if more than one is defined. When the report runs, the sorting and query options attached to the selected profile will take effect.

The working profile is visible on the main toolbar of the Greentree Designer. Every report has a Default profile. To create a profile, click the spanner icon beside the profile field. This opens the Profile Maintenance form.

Enter a name and description for the profile, for example, an AR Customer Label report may have a Sort by Customer Code profile and a Sort by Branch profile. The profile name is what the user will see at runtime, so it should be something that adequately differentiates the profile from other profiles.

The This profile contains section displays in read-only format the queries and sorts that have been added to sections within the profile.

Notes:

When you are adding queries and sort orders to report sections, make sure the correct profile is selected in the Greentree Designer toolbar if your report has multiple profiles and the sort/query is for a specific profile.
If a query is designed for all profile, only profile-specific queries displays in the This profile contains section.
The profile that is selected when the report is saved is the one that defaults to the report parameters form at runtime.