Financial Obligation Report Profiles

Financial Obligation Report profiles allow you to specify which contracts to use for the report based on a defined set of filters. You can only associate active contracts to a report profile.

You must have at least one profile defined to generate a report.

The Financial Obligation Profiles page displays all of the profiles that you have created.

To create a profile:

Click Main Menu > Mass Operations > Financial Obligation Management > Profiles.
Click .
Enter a Name for the profile.
Click Filter by Contract to select one or more contracts for the profile instead of using filters. This option can be changed later in the profile, if needed.
Optionally enter a Description, and add any additional notes.
Click Save.
The Profile page loads with General Information, Filters, and Active Contracts Preview sections. The Active Contracts table lists all the contracts that will be included in the profile. You can now filter your contracts, or if Filter by Contract is enabled, select specific contracts.
To refresh the list of active contracts to match the newly selected filters, click Preview.
Click Save.