Print a report using the Client Explorer database in ProFile.

Tip: If you need a list of last year's clients or a list of clients with certain commonalities, you can use the Report feature to print data from ProFile.

Below is information on how print a report using the Client Explorer database in ProFile:

Table of contents:

Getting started

1. Select Client Explorer from the Goto dropdown menu.
2. Select Filter. The filter pane will display in the Client Explorer.

3. Select the module tab (for example, T1)  and filter the specific year for the query you would like to run.
4. Select Apply Filters.

5. Select which files to include in the report.
6. Select the Print Report option under the Database dropdown.

7. Select Options. The Report Options menu will display.
8. Proceed to the next section to format the report.

Back to Table of Contents

Managing fields

Important: The Fields tab lets column headings to be created.

1. Select the Fields tab.
2. Select the top cell in the top row.

3. Select in the text field to change or enter the heading of a column.

4. Select in the bottom text field.
5. Select Pick to choose the field to be displayed.

6. Select the field.

7. Proceed to the next section to select report data to be displayed.

Back to Table of Contents

Selecting data

1. Select in an empty cell below the column heading.
2. Select Pick.
3. Choose key field codes from the provided list. Like the column headings, the format can be set on the field code cells which formats the data in the printed report.
4. Select inside the cell to be formatted.
5. Select Properties.

6. Proceed to the next section to add additional rows or columns to the report.

Back to Table of Contents

Adding a row or a column

When there is no blank cell available, new columns or rows can be entered.

1. Select Insert to place a new row or column according to your cursor's position.
2. Proceed to the next section to save and print the report.

Back to Table of Contents

Assigning a printer

1. Select the Format tab.

2. Under the Printer field, assign a printer for the report to be printed on.

3. Select OK.
4. Proceed to the next section to save and print the report.

Back to Table of Contents

Saving and printing the report

1. Select Save to save the options before running the report.
2. Select OK.
3. Navigate to the main database dialogue window.
4. Select Print Reports. The report will print.

Back to Table of Contents