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Using Profiles in Tabular Report
Creating Profile's helps you save settings in Tabular Report.
When you enter a report there may be information that you do not want to view because it is not relevant to what you are doing. To fix this you create a profile, creating and editing profiles are quite easy and it only takes a minute or two to set up.
eBMS Tip: Save time in the future by building profiles for easily selecting pre-saved filter settings whenever possible.
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| Step 1 |
Open the eForm you want to create a new profile for. Refer to View an eForm in related topics.
Open the Profiles Panel if it is not already open.
Click the Add Button and name the profile.
Click Save.
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| Step 2 |
Now to edit your profile ensure your profile is the correct profile selected above the table (in the profiles drop down menu).
Click the drop down menu to select the functions you want and make your changes. Refer to eForm Filter for more information on filtering options in related topics. |
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| Step 3 |
Once changes are made click the Save button under the Profiles Panel.
If you need to delete your profile just select the correct profile in profile drop down menu and then click the Delete button from the Profiles Panel. |
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Related Topics |
Change the Position of Columns
eForm Filter
Resize Columns
Sort the Columns
Using Categories
Using Profiles in Charting Report
View an eForm
View an eForm Record
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