1. From the Main Menu navigate to Reports
  2. Click on the report you wish to create a profile for
  3. This will take you to the Run Report page
  4. Select the report parameters and display options you want to use
  5. Click the New Profile button
    • Enter the report profile name and description
    • If you want these settings to apply to the report automatically (making them the default settings), you may flag a default report profile
    • This will take whatever settings you have currently selected on this page and turn them into a profile
  6. Click Save and Close

Now when you go to Run Profiles, you can select any profile you have created from the drop-down list which will then auto-populate the report with all the parameters and display options you have saved.

You can edit these profiles at any time by navigating to the Profiles sub-tab of whichever report you are in.