Constituent Profile Report

In a constituent profile report, you can select to include an assortment of detailed constituent information. A constituent profile can be helpful, such as to present a constituent summary to your board members or solicitors. To access the report from a constituent's record, select Constituent profile under Reports.

Note: To access the report from Constituents, select Constituent profile report under Reports. To access a constituent profile report from Analysis, select Constituent reports and then Constituent profile. The Constituent Search screen appears so you can search for the constituent to profile.

On the Constituent Profile page, You can select the information about the constituent to include in the report. The information available depends on the type of constituent selected, such as individual or household. You can also select which categories of information about the constituent to include in the profile. To update the report with the selected information, select View report.

Note: You cannot select a checkbox if its information category does not appear on the constituent record.