Manage Profiles

To create a profile, complete the following steps:

  1. Click the New button to display the details pane.

  2. In the General tab, enter profile properties.

    1. Enter a profile name and description. A description is not required.

    2. The Enabled checkbox is selected by default. To disable the profile, deselect the Enabled checkbox.

      NOTE: Disabled profiles with statuses of Not Started, In Process, and Submitted do not display on the Home page. Disabled profiles with a Completed status will still display on the Home page.

    3. From the Access Group drop-down menu, select an access group for the profile. See Access.

    4. Assign an entity to the profile.

      1. Click the ellipses. In the Select Member window, under the Hierarchy tab, use the tree navigation to select an entity. Alternatively, use the Search tab to search for an entity. Click the OK button.

        NOTE: You cannot select multiple entities. A profile must be made for each entity used.

    5. The Dynamic Cube Reporting Entity field populates automatically. If the entity selected is set to a base level member, then the dynamic cube reporting entity is set to the entity. If the entity selected is set to a parent level member, then the dynamic cube reporting entity is set to the first base level member under the parent. Click the ellipses and use the Select Member window to modify the reporting entity.

    6. Click the Save button.

      The General tab displays properties filled out

  3. In the Definitions tab, assign definitions to the profile.

    NOTE: You cannot add definitions if you have not saved the profile.

    1. Click the Edit button to display the Assign Definitions to Profile slide-out panel.

    2. To filter definitions, from the Categories filter, select a category from the drop-down menu. This filter defaults to (All).

    3. In the Available Definitions grid, use the checkboxes to select definitions to add to the profile.

    4. Click the Add icon. The definitions will display in the Assigned Definitions grid. To remove definitions from the profile, in the Available Definitions grid, use the checkboxes to select definitions and then click the Remove icon.

    5. Click the Save button. The assigned definitions will display in the Definitions tab.

      Assigned definitions display in the Assigned Definitions grid and available definitions display aboce in the Available Definitions grid

      NOTE: Definitions display in profiles based on their assigned frequency. See Definitions.

  4. In the Sites tab, assign sites to the profile.

    1. Click the Edit button to display the Assign Sites to Profile slide-out panel.

    2. In the Available Sites grid, use the checkboxes to select sites to add to the profile. This table only lists sites under the entity selected for the profile.

    3. Click the Add icon. The sites will display in the Assigned Sites grid. To remove sites from the profile, in the Available Sites grid, use the checkboxes to select sites and then click the Remove icon.

      Available sites display in the top grid and assigned sites display in the borrom grid.

    4. Click the Save button. The assigned sites will display in the Sites tab.

  5. Click the Save button. The profile will display in the grid.

Copy Profiles

  1. Select the profile you want to copy from the grid.

  2. Click the Copy button.

  3. Enter a profile name and description. A Description is not required. The Access Group and Entity are copied over from the selected profile.

  4. To edit definition and site assignments, use the Definitions and Sites tabs. The copied profile will have the same definition and site assignments as the selected profile.

  5. Click the Save button.

Import Profiles

The Download icon is a down arrow and the Import icon is a grid with a plus sign

Use the Download and Import buttons to download a profile entry template and bulk import profile data.

To import profile data, complete the following steps:

  1. Click the Download button. Fill in all required template columns.

    Column Description
    Name Enter a name for the profile.
    Description (Optional) Enter a description for the profile.
    Access Group

    This column has a drop-down menu enabling you to select a valid access group. It populates all ESG Reporting and Planning access groups. To review your access groups, see Access.

    Select (Unassigned) if you do not need an access group assigned to the profile.
    Entity This columns has a drop-down menus enabling you to select a valid entity. It populates all members in the cube's Entity dimension. To review your cube selection, see Global Options.

  2. When you complete the template, click the Import button.

  3. In the File Upload window, click the BROWSE button to open File Explorer.

  4. Select the template and click the Open button.

  5. Click the Upload button.

  6. The Spreadsheet Import Report slide-out panel displays showing the number of entries added to the Profiles grid. Review the entries and click the Close button. If there are validation errors, the Spreadsheet Import Report slide-out panel displays a compiled list of errors.

    NOTE: All imported profiles are enabled by default.