Profile Export Report
- Go to: Reports >> Exports / Excel Reports >> Personal Profile Export
- Search for the desired profiles to include in your report
- In the “Basic Export Columns”, the following information may be relevant to your clients:
- Name Fields
- Status Fields: profile status, date of last status change
- Address and Phone Fields: street address, telephone numbers, whether or not the person has enabled text messaging
- Email and Social Fields: email addresses, Twitter/LinkedIn information
- Misc Fields: unique ID, username, birthday, age, date profile created/updated, client date joined, years since client date joined, Region, role, group information (if applicable), notes, client notes for volunteers
- Custom Fields: Select the Custom Field values to be included in the export
- Other Settings:
- File format (XLSX, XLS, CSV, TXT)
- Click the [Export Profiles] button
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