Report Profiles in Spex allow you to tailor SpexReports with a custom Logo, Prepared By information, and Summary Statement. This can be used to show a project was prepared for a specific carrier, prepared by a different office location, or to white-label the SpexReport with no logo or identifying information. Finally, you can filter projects by Report Profile to quickly access grouped and see Report Profile usage.
Creating a Report Profile
Begin by logging in to the Web Dashboard here and navigating to the "Settings" tab.
Here under the Report Profiles section, you will see your account's Default Report Profile which automatically appears on your SpexReport and is populated by the account information in Settings at the top of this page. You can edit this information by clicking the pencil in the top-right of the Default Report Profile box.
To add a new Report Profile, click the "+" icon on the right-hand side of the page.
Next, fill out the Report Profile fields: Internal Details, Prepared by, Address, Default Summary Statement. Once you're done, click "Save" at the bottom of the form.
Once you click Save, you will be taken back to the Settings page.
To update the logo on the Report Profile you just added, click on the up-arrow icon next to the Logo section in the Report Profile box.
This will pull up the file system on your device. Find the logo file on your computer and click "Open".
You can create numerous Report Profiles in your account as needed.
Assigning a Report Profile
There are two ways to assign a Report Profile to a project; to a single project in the Project Editor and Bulk Edit from the Projects page.
Adding to a Single Project
To add a Report Profile to a single project, open the project in the Project Editor.
Click the pencil icon next to the Report Profile/Team section.
Next, select your Report Profile from the top drop-down of the pop-up that appears, then click "Save". Note: Choosing a Team is not required.
To add a Report Profile to multiple projects at a time, begin by navigating to the "Projects" tab.
From the Projects page, you can sort your projects using the Projects Directory fields.
Once you have the projects sorted, select the ones you would like to apply a Report Profile to by clicking the box to the left of the projects.
After selecting your projects, click the green Bulk Edit button at the bottom of the page.
This will bring up a menu with multiple edit options. Click the drop-down menu for "Report Profile" and select your Report Profile.
Finally, click "Save" at the bottom of the menu.
That's it! You should now be able to create Report Profiles and assign them to your projects. If you have any questions or need any help, let us know by clicking the chat icon in the bottom corner of this page!