Profiles and favourites

Profiles and favourites

Once all your report parameters have been set you can save them in a report profile. All reports offer ‘profiling’ capability. This enables you to save a specified set of parameter selections for future use. You can create a new profile by clicking on the ‘Save profile as’ button. To open a profile, navigate to the relevant report and click on the magnifying glass icon at the top of filter options.

Specify the following attributes for a profile.

Field	Description
Name	Profile name
Level	This may be any of the following: 1. Global The profile will be accessible to all authorised users on the system. 2. Environment The profile will only be accessible to users on the environment / server on which the profile was created. 3. User The profile will be accessible only to the user who created it.
Default	If this is checked, then this profile will be automatically loaded when you initiate the report.

Favourite Profiles

If the following optional fields are completed, the report profile will appear in the list under ‘My favourites’, shown under the ‘reports’ main menu option.

Field	Description
Title	This is the title that will show in the ‘My favourites’ list.
Favourite	You need to check this box for the report to be included in your favourites.
Note	Here you can enter a description of the report profile.

Note that the usage of profiles is governed by User access control settings. An access group with ‘Read’ access on a report cannot manage profiles or see un-required parameter settings. A group with ‘Update’ access is authorised to manage ‘User’ level profiles only. A group with ‘management’ access is able to manage profiles at any level.

Profiles and favourites

Favourite Profiles

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