Reporting Module Profiles

Reporting Module profiles allow you to specify which objects to use for Excel reports, based on a defined set of filters. Profiles allow you to reuse the same filters across multiple report jobs.

You must have at least one profile defined to generate Excel reports.

Note that you can only create profiles or use profiles created by others for objects that you have access to, based on user profiles configured in Financial Organization Structure. Only one profile can exist for the same set of criteria.

Reporting Module profiles are managed in the Nakisa User Auxiliary. The Report Profiles page lists all of the profiles that you have access to.

Note: You cannot modify or delete an existing profile that is used in a scheduled job.

To create a report profile:

Click Main Menu > Reporting Module > Profiles. The User Auxiliary opens.
Click to open the Add Profile window.
Enter a Profile Name.
In Principal Position Type, select if the profile is for "Lessee" or "Lessor" leases.
In ERP System Filter, select "All" or "List". If "All" is selected, all objects within that filter will be selected for the profile. If "List" is selected, select one or more ERP Systems.
Select a Calendar Type.
If the selected Calendar Type is "Fiscal Variant", select an FY Variant.
In the Hierarchy section, apply the required filters. For each filter, you can select either "All" or "List". If "All" is selected, all objects within that filter will be selected for the profile. If "List" is selected, you must select objects from the associated list. "All" is selected by default.
Click Submit.

To manage report profiles:

Click to filter the profiles.
Click to refresh the profiles.
Click to edit a profile. Note that if the profile is used in a scheduled job, it cannot be edited.
Click to delete a profile. Note that if the profile is used in a scheduled job, it cannot be deleted.