Modify an existing firm-level report profile

You can update a saved report profile to change the reports included in the profile, the options for the individual reports, or the print order of the reports.
  1. In the
    Firm Report Profiles
    screen, select the profile from list pane, then select
    Edit
    .
  2. Select ellipsis next to
    Selections
    .
  3. In the
    Report Selections
    window, add or remove reports from the Selected Reports pane or change the selection order, then select
    OK
    .
  4. In the
    Firm Report Profiles
    screen, update the options for any of the selected reports.
  5. Select
    Enter
    to save the changes.