Profiles

Use profiles to set up to multiple sort orders for a report and/or multiple query options. When you define sort orders and queries for a report at a profile level. They're attached to the selected profile 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 take effect.

The working profile is visible on the main toolbar of the 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 can have a Sort by Customer Code profile and a Sort by Branch profile. The profile name is what the user sees when they run the report, so it should be unique.

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

Note: When you are adding queries and sort orders to report sections, make sure the correct profile is selected in the Designer toolbar if your report has multiple profiles and the sort or 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.