Configure report request

Report Data Designer  •  Article  •  2/2/2026  • 

The Report Request page can be configured to dynamically display profile selection fields, enabling real-time profile application at report runtime. To configure report request pages, follow these steps:

  1. Select the Search icon , enter the name of the report you want to configure, and then choose the related link.
  2. On the action bar, select Print or Preview to open the report request page.
  3. In the Profile Selection field, select the report profile you want to apply.
    The profile dropdown displays only profiles compatible with the current report.
    Configure any additional report parameters as needed.
  4. On the action bar, select Print or Preview to generate the report with the selected profile.

You can print reports using selected profiles from the report request pages, enabling different data to be printed based on the chosen profile by applying field-level transformations, omitting fields not included in the profile, and printing default values when no profile is selected. To print a report with a profile, follow these steps:

  1. Open the RDD report you want to print (e.g., Certificate of Analysis).
  2. On the Report Request page, in the Report Profile field, select the profile you want to apply.

The lookup displays only Published profiles that are linked to the current report design. If no profiles exist or none are published, the field is not available.

  1. Configure any additional report parameters (filters, options) as needed.
  2. Select Print or Preview.
    The system loads the selected profile, applies all active field override rules, executes consolidation logic, and applies rounding methods before generating the output.

If you run the report without selecting a profile, the report displays normal field values with no overrides applied.

Profile application process

You can apply a selected report profile during report generation to transform and print report data based on the configured profile rules. When a profile is selected, the system applies the profile rules in a defined sequence during report generation to transform and print the report data.

When printing a report with a selected profile, choose one of the following options to control field value transformation in the printed output:

  • Profile loading: The system loads the selected profile and caches all active rules in memory.
  • Field processing: For each field in the report dataset, the system:
    • Checks for an active profile rule.
    • Applies the configured override mode (Omit, Text, Range, or Threshold).
    • Executes consolidation filters and calculations, if defined.
    • Applies rounding methods based on the profile or setup defaults.
  • Output generation: The report prints transformed values according to the applied profile rules.

Applying a profile typically adds less than 100 ms of processing time for profiles with 20–50 rules.