---
title: "Functional Overview"
slug: "functional-overview-5"
updated: 2022-11-02T16:09:09Z
published: 2022-11-02T16:09:09Z
canonical: "docs.datajet.app/functional-overview-5"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.datajet.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Profile - Right-Click Menu

![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/ProfileRightClick.PNG)

## Undo

Undoes the last action on the filter/dataset. For example, if a Dataset was just ANDed or ORed to a previously applied Dataset, choosing Undo will remove that last action:

![Undo1](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/Undo1.PNG)

Profile Datasets

- To see details of any dataset that has been applied to the Profile, open the **Info Panel**.   The Dataset button can be used to open a Dataset Scratch window showing the query details.
- Alternatively, use **Open Copy | Dataset** to directly open a Dataset Scratch window for the applied dataset.
- The **Recs**: count in the micro-toolbar shows how many records are in the applied Dataset.   If no Dataset has been applied then Recs: will show the number of records in the table

![Undo](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/Undo.PNG)

## Clear Dataset

Removes applied dataset from the profile calculation

## Select All

Selects all the data in the grid. Use CTRL A as a keyboard shortcut.

## Copy To Clipboard

Copies selected data to the clipboard. Use CTRL C as a keyboard shortcut.

## Open Copy

#### **Report**

Opens another Profile Report Tab as a copy of the existing report

#### **Dataset**

Opens a Dataset View Tab and displays the Query Tree for the applied filter.

Note: If no filter is applied, an empty query tree will be displayed.

## Options

Displays the Options Dialog. For more details, see [Profile - Options Dialog](/v1/docs/profile-options-dialog)

![OptionsDialog](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/OptionsDialog.PNG)

## Template

Profile reports can have an excel template attached to them, which will be automatically applied when exporting the profile to excel. This allows excel visualisations to be configured for profile data and pre-designed excel workbooks to be created for distribution. If a template has been configured, it will be used when selecting **Export To Excel**.

#### **Set**

Sets the excel template to use. The template must be stored on the DataJet server.

Templates can be uploaded to the Datajet Server using the **Admin | Remote Files** option, and adding workbooks into the Templates directory.

#### Clear

Removes a previously configured template from the profile report. Once the template has been cleared, Export To Excel will export data to a blank workbook.

#### **Set Row Offset**

Determines the row where data output starts in the Excel Workbook. By default this is 1.

TemplatesFor more details on working with templates see [Dashboard - Interacting with Dashboards](/v1/docs/dashboard-overview-interacting-with-dashboards)

## Named Datasets

Allows a set of filters to be added to the report providing consumers of the profile with a controlled ability to refine results.

Note: Datasets are created using **Engineering | Dataset Collection Builder** and are accessed from the Dataset Explorer. Named Datasets are included with the profile when it is added to a dashboard.

#### **Add**

Adds the contents of the Named Dataset clipboard to the current report.

Note: Add will be greyed out unless a Named Dataset has been copied within another profile.

To add a Named Dataset from the **Dataset Explorer**, select the Dataset collection in the Dataset Explorer and drop it onto the profile report.

#### **Copy All**

Copies all Named Datasets in the report to the clipboard.

#### **Replace All**

Replaces the existing Named Dataset Collection with the content of the Dataset Collection clipboard.

#### **Remove All**

Removes all Named Datasets from the report.

## Save Image

Saves a screen capture of the profile report as a JPEG image.

## Copy Image

Copies a screen capture of the profile report to the clipboard

## Post Image

Posts a screen capture of the profile report to a pre-configured slack/google meet/microsoft teams channel.

![PostImage](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/PostImage.PNG)

Configuring ChannelsA system administrator needs to configure the system using a web hook before images can be sent to a channel

See [Channel Management](/v1/docs/channel-management) for more information on how to configure channels.