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Print a report using the Classic Database in ProFile

by Intuit• Updated 1 month ago
  1. Select Database menu , and then choose Report.
  2. Select a ProFile module (T1, T2, T3, or FX) for the type of client files that will be included in the report.
  3. Apply status filters to the query to narrow the client list. It displays only the files that are to be include in the report.
  4. Select Options.

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Create column headings

The Fields tab allows column headings to be created.

  1. Select a cell in the top row. Next, select the Properties to add, change, or format the column heading:

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  1. To change or enter the column headings, select in the text field located in the bottom-left of the Report Options window:

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Select data

  1. Select an empty cell below the column heading.
  2. Select Pick to choose from a list of key field codes. Like the column headings, the format can be set on the field code cells, which format the data in the printed report.
  3. Select the cell to be formatted, and then select Properties.

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Add a row or a column

Note: When there's no blank cell available, new columns or rows can be entered.

  1. Use the arrow buttons to move the cursor along the rows and columns of the report.
  2. Select Add to create a row or a column after the last one.
  3. Select Insert to place a new row or column according to your cursor position.

Select a printer

  1. Select the Format tab.

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  1. Select the printer.

Note: ProFile PDF Export will not print this function.

Save and print

  1. Select Save to save the options before running the report.
  2. Select OK.
  3. On the main Database dialogue window, select Print Reports.
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