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A profile can be generated from a report or another profile. By selecting the Save button in the Report dialog, the report type, criteria selections, formulas, and descriptions can be created as a profile, or the existing profile updated.

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Panel
borderColororange
borderWidth2
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titleIn Framework ECM 2020


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titleExpand for further information

In Framework ECM v7.1, the Profiles tab has column to list the Report the Profile was created from.

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Reports Tab

The Reports tab is used to select the required report. Specific criteria may be entered for a selected report.

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Some changes and criteria selected for a report are held for the session, but they are not saved.

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Procedures

Previewing A Report

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  1. On the specific screen, click the  toolbar icon. The Reports dialog will be displayed.

    Tip

    From the File menu, select Print Preview or Press Ctrl + P.


  2. Select the required report.
  3. Click Preview.
    OR
    Click Print.


Info
In In some instances, a second dialog may be displayed requiring the user to enter or confirm a job number.

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