Profiles Report

Profile reports give you very detailed information about a person.

When to use this report

Steps in this task

  1. Click on Profiles from the Reports panel.

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  2. Set any filters on the people to be included by Groups, People types, Volunteer types, lists and archived/deceased/etc.
  3. Choose the Data to include (see table below).
  4. If custom fields are being included, select which ones to print.
  5. If certifications are being included, select which ones.
  6. Set your sorting options.
  7. Click Print to run your report.

Data

Description

Basics

Names, status, types, groups, DOB, and other basic properties.

Addresses

All addresses other than "Emergency contact".

Job associations

All job associations with dates and statuses.

Activity summary

Lifetime, yearly and most recent hours.

Hours

All detailed hours records.

Traits

Skills, job preferences, special needs, contact flags and languages.

Recurring assignments

Information about recurring assignments - rules, dates, etc.

Alerts/ Emergency contact

Medical and diet alerts along with emergency contact address information.

Interviews

All interviews.

Trainings

All trainings.

Mandates

All mandates.

Comments

Every comment entered along with dates.

Certifications

Certifications and background checks of the types you specify.

Relationships

All relationships with dates and comments.

Memberships

All memberships and details.

Availability

Availability summaries.

Awards

All awards, whether awarded, denied, pending, or other statuses.

Custom fields

Values for the custom fields you select.

Audit trace records

All changes to this person along with when those changes were made and who made them.

Account summaries

Account transactions like gifts and payments.

When you want to run this report for a single person, find that person in the person lookup tools, then right-click on him. Select Print a report for this person, and choose this report.

Sample

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