Print a report using the Classic Database

1. Click the Database menu and choose Report.
2. Select a ProFile module (T1, T2, T3, or FX) for the type of client files that will be included in the report.
3. Apply status filters to the query to narrow the client list. It displays only the files that are to be include in the report.
4. Click the Options button.

Create column headings

The Fields tab allows column headings to be created.

1. Click in a cell in the top row. Click the Properties button to add, change, or format the column heading:

2. To change or enter the column headings, click in the text field located in the bottom-left of the Report Options window:

Select data

1. Click in an empty cell below the column heading.
2. Click the Pick button to choose from a list of key field codes. Like the column headings, the format can be set on the field code cells, which formats the data in the printed report.
3. Click in the cell to be formatted and click Properties.

Add a row or a column

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

1. Use the arrow buttons to move the cursor along the rows and columns of the report.
2. Click the Add button to create a row or a column after the last one.
3. Click the Insert button to place a new row or column according to your cursor position.

Select a printer

1. Select the Format tab.

2. Select the printer.

Note: ProFile PDF Export will not print this function.

Save and print

1. Click Save to save the options before running the report.
2. Click OK.
3. On the main Database dialogue window, click Print Reports.