Customize a report profile for a client

You can customize a firm report profile for an individual client so you don't need to print the profile separately for each client or make the same option selections every time you run the report profile. Do the following to customize a report profile for a specific client:
  1. Select
    Setup
    then
    Report Profiles
    .
  2. Select the client from the dropdown in the upper-right corner of the
    Report Profiles
    screen.
  3. Select
    Add
    then select an existing client-type report profile from the
    Firm profile
    dropdown.
  4. Select ellipsis next to
    Selections
    .
  5. In the
    Report Selections
    window, select or remove reports for the current profile.
  6. In the
    Report Profiles
    screen, choose the options you want for each report.
  7. Select
    Enter
    to save any changes made to the client-specific profile.