Data Library Entity Profile Reports

Data Library Profile Reports can be generated for an entity from a search screen (for example, Company, Individual, Other Entities, etc.), or from within the relevant entity record. the search screens.

To generate a Data Library Profile report for an entity from the relevant search screen:

• Navigate to the appropriate search screen: All Searches > Companies/Individuals/Other Entities.
• Conduct a search to ensure that the relevant group of entity records are listed.
• If only some of the records listed are required for the report, select the required records by selecting the checkbox adjacent to each listing (or filter out those to be excluded).
• Select Reports and select the For Word Processor option, then one of the profile options (Multiple Docs or Single Doc).

To generate the same reports from within an entity record:

• For a Company Profile, navigate to: [required entity record] > Wizards > Reports & Registers > For Word Processor > Company Profile.

• For an Individual or Other Entity Profile, navigate to: [required entity record] > Wizards > Reports > Individual/Other Entity Profile.

Alternatively:

• Select the Reports icon in the Banner of the record and select the relevant Profile option from the Reports screen.

When a Profile report option is generated, the related entity Profile Wizard will open.

• Ensure that the Data Library option is selected, then continue through the wizard to generate the report.