You can control the content and appearance of a profile header or body using the Profile Editor.
In the Profile Editor, you can:
- Add, delete and reposition fields
- Format field labels and cells
- Add conditions to profile fields
- Add symbols and text boxes
- Preview changes
To open a profile header or body for editing:
• In the Profiles tab, click the Edit button for the profile header or body you want to edit.
To close the Profile Editor:
• Click the Back button.
Adding, Deleting, and Repositioning Fields
To add a field to a profile header or body:
1. Click the Add button and choose the correct field from the menu. Fields are added to the bottom of the list but can be repositioned.
2. Repeat until all needed fields are added to the profile header or body.
To remove a field from a profile header or body:
1. Click the delete button on the field you want to remove. The field is removed from the profile.
To position a field in a profile header or body:
1. Click and hold the field.
2. Drag it into the new position. The position for the field is indicated by a background change.
3. Release the field.
Formatting Field Labels and Cells
You can change the format in field cells for the following properties:
- Field Label
- Field Style
- Text alignment and word wrapping
- Number formatting
Field Labels
You can choose whether you want to hide or show field labels in the profile, and edit the field label text.
To show or hide a field label:
• Check the Show Label checkbox to toggle the label on and off.
To edit field label text:
• In the Field Label text box, enter the new label text for the field.
Styles
Selecting a field style allows you to highlight or emphasize a field in a profile. You can set a default style and change the style based on one or more conditions. See Conditional Field Styles for more information.
To set a default style for a cell:
1. Click the Field you want to set a style for.
2. Use the Default Style drop-down menu to select a style.
Text Formatting
To set the text formatting for a cell:
1. Click the field for which you want to set the text format.
2. In the Formatting section, click the Bold, Italicized, or Underlined buttons as needed.
3. In the Formatting section of the Field Properties panel, click the Left, Center, or Right alignment button as needed. 
3. To enable word wrapping for the cell, click the Word Wrap button.
4. Repeat these steps if necessary in the Label Formatting section.
Number Formatting
If a cell contains a number-type field, you can set the number formatting for that cell.
To set the number formatting for a cell:
1. Click the cell you want to set the number formatting for.
2. In the Format section of the Profile Item Properties panel, use the available buttons set the following formatting options:
• Show Separator 
: Toggle on/off the thousand separators (decimals or commas) as needed.
• Increase Decimal 
: Increase the decimal places displayed in the field.
• Decrease Decimal 
: Decrease the decimal places displayed in the field.
3. If the field is a currency field, you can show / hide the currency symbol.
5. If the field is a percent field, you can show /hide the percent symbol.
Adding Conditions to Fields
You can add conditions to specific fields in a profile header or body, where a format is applied to fields that meet those conditions.
To add conditions to a field:
1. Click the field you want to add conditions to.
2. In the Conditions section of the Profile Item Properties panel, click the Add Condition button to open the Profile Item- Conditional Editor.
3. Use the field style drop-down menu to select the style applied to the field when the defined conditions are true.
4. Define the criteria for the condition as follows:
• Define the first rule by selecting from the Field Name and Comparison drop-down lists. Then enter the comparison string in the Contents field.
• Define any additional rules in the second and subsequent lines by clicking +. If a filter includes more than one rule, choose any to apply the filter if one or more of the rules are true, and all to apply the filter only if all the rules are true.
• To add a rule with multiple conditions, click … .
5. When you have added all the rules needed for the condition, click Save.
Adding Symbols to Profiles
Symbols allow you to present a field value (or complex condition) using a graphic instead of text. For instance, in a header that displays an employee’s performance rating, you can display Red, Yellow or Green circles in place of the actual field value: “Below Expectations,” “Meets Expectations,” and “Exceeds Expectations.”
To add a symbol to the profile:
1. Click the Symbol button. A Symbol is added at the bottom of the box.
2. In the Symbol Properties panel, set the following properties:
• If needed, type the Symbol Label in the text box.
• Check or uncheck Show Label checkbox to toggle the field’s label on or off.
• Use the drop-down menu to select the default symbol. If you choose No Symbol, then no symbol is displayed by default and the field value will appear empty.
• Click the Add Condition button to set the conditions under which different symbols should be displayed. For more information, on conditions, see Conditional Field Styles.
• Use the Alignment buttons to choose how you want the symbol aligned (Left, Middle, Right).
• Use the Size buttons to select the size of the symbol (Small, Medium, Large).