Report Roundup: Constituent Profile Report

A criminal profiler is a criminologist who studies a criminal's behavior for clues to psychology to aid in capturing him. Hopefully, your constituents aren't criminals in need of capture, but it is important to get a sense of who they are. One way you can do this is by running a Profile Report.

The profile reports summarize information in constituent records. You can choose between the Constituent Profile, the Individual Profile, and the Organization Profile reports in Profiles, Lists, and Directories. Individual profiles are available only for individual records, Organization profiles are available only for organization records, and Constituent profiles are available for both individual and organization records. While the Constituent profile includes all of the content available on both types of constituent records, the other profile reports exclude record-specific content such as Spouse information for organizations or Contacts for individuals.

You can run Profiles from the Reports module and from records. In the Reports module, the Profiles are located in Profile, Lists, and Directories. To run the report, highlight the appropriate report and click New. On the General tab, select which constituents to include. You can choose to include a single constituent, a query of records, or to print a profile for all records.

The Profile Contents tab is where you select the information to include in the profile. The available fields are extensive, and include everything from Biographical/Organizational information to giving history, relationship information, and constituent notepads. Once you have selected the content that you need, click Print or Preview to run the report.

You can also run profiles directly from constituent records. To do so, select File, Print, Profile from the menu bar and a list of existing profile parameters will appear. From there, you can select an existing profile parameter or create a new one and then run the report just as you would from the Reports module.

This information can also be found in Knowledgebase solution BB81531. If you would like me to discuss any of the profile contents at length, leave a comment below and I'll blog about it!