Managing Your Profile
Your profile contains your personal, business, address, professional, and social media information. This information is automatically used to populate the cover page of reports you generate, so keeping it current ensures professional-looking reports.
Accessing Your Profile
- Open Navigation: Tap the Custom Header button (located at the top right of most screens)
- Select Profile: From the navigation options, select "Profile" or "Edit Profile"
- Profile Screen: You'll be taken to the comprehensive profile editing interface