Report Profiles are custom user profiles created with custom parameters and display options to be utilized to run commonly used reports. The Reports Profile page for each report houses the list of the customer user profiles saved for that report.


  1. From the Main Menu navigate to Reports > Profiles
  2. Navigate to the Profiles Tab

Editing an existing Report Profile

Clicking Edit on the report profile in the Report Profile tab will only allow the Default option to be adjusted or the Name/Description to be edited.

To be able to adjust the Saved Parameters and Display Options, please navigate to Editing an existing Report Profile for more information.

If a new Report Profile needs to be created, please navigate to Creating a new Report Profile for more details.