Add a report based on an existing report

You create a new report based on an existing report. This can be a report supplied as a default with Profit or another report that you created previously.

Below you will find a description of two methods, both giving the same results. Copying usually is the fastest method.

To copy a report:

1. Go to:
   • General / Output / Management / Report (all reports)
   • CRM / Output / Management / Report
   • Financial / Output / Management / Report
   • Fiscal / Output / Management / Report
   • HR / Output / Management / HRM report
   • HR / Output / Management / Payroll report
   • Order Management / Output / Management / Report
2. Select the report.

   

3. Click on the action: Copy.
4. Enter a name for the report.

   The remaining fields (Definition category to Function group) are relevant for authorisation.

5. Click on: Finish.

   Profit opens the Report generator and you can get straight to work.

6. Press: F7. or go to Document / Print preview.

   Profit shows the report based on the data in the environment.

7. Exit the print preview by pressing Esc or clicking on Close.

   You return to the report layout.

8. Press Esc or go to Document / Exit.
9. Click on: Yes. to save the report.
10. Profit shows the new report in the view.

    

    In the Maintenance column, you see that this report is maintained by the customer.

    In addition, you see that the user who has added the report, is the owner. This entry may be important to SE users for authorisation.

To create a new report based on an existing report:

1. Go to:
   • General / Output / Management / Report (all reports)
   • CRM / Output / Management / Report
   • Financial / Output / Management / Report
   • Fiscal / Output / Management / Report
   • HR / Output / Management / HRM report
   • HR / Output / Management / Payroll report
   • Order Management / Output / Management / Report
2.  Click on: New.
3. Select based on an existing report.
4. If necessary, limit the number of reports shown using one of the following options:
   • Show templates only

     Profit only shows reports that can be used as templates.

   • Show for owner only

     Profit only shows the reports of which you are the owner.

5. Select the report that you want to use as the basis.
6. Click on: Next.
7. Enter a name for the report.
8. Click on: Finish.

Profit opens the Report generator and you can immediately get started.