- Reporting: Create and Update Profiles
When working constantly with Reporting, we might find time consuming to configure our reports settings all over again every time we want to generate reports which contain specific information.
In the following manual we will explain how to create profiles for your reports: by doing this, you only need to establish the configuration once, save it and then select your report profile next time you report the same kind of information - creating your own library and personalized reports.
1. Click on Reporting
2. Click on New report
3. Select the report you want to generate
4. Select the settings/information you want your report to include
In this specific example, I have selected a specific product group and some other fields in GTIN and Display
Create Reporting profile
5. Before generating the report, click on New profile
6. Provide a name which will help you to identify the import configuration behind the profile
7. Click on Save
8. After saving, you will get Report profile saved successfully message and you will see the name of profile on the top of the report settings menu
9. After creating this profile, you could also create another one based on this, just extending (or removing the information)
10. Click on New profile again (not Update!)
11. Provide a new name and click on Save
Use existing Reporting Profile
12. Next time you attempt to generate a report of the same type, you will be able to see the just created profile(s)
13. Select the profile
14. And you will see how automatically the settings are populated based on your profile
Update existing Reporting Profile
15. You can also do some changes on the existing profile and Update it
In this case for example, I only kept specific Attributes.
You will not be able to update profiles which have not been created by you.
16. Report profile saved successfully will show once you click on Update Profile
