1. Home
  2. Reporting on Donor
  3. Reporting
  4. Personal Profile
  5. Running Customizable Raw Data Personal Profile Reports

Running Customizable Raw Data Personal Profile Reports

  1. Go to: Reports, then click on “Personal Profile Raw Data” found in the sidebar under General Reports 
  1. Click on the [Report on Everyone] button at the top left of the page, or select the desired profiles  
    • Click the [Add Search Criteria] button to add additional options to your search, or click the [Search] button to run your search 
  1. Select the “Columns to Include” from the following categories: 
    • Basic Columns 
    • Custom Fields 
    • Donations 
  1. Select desired options for Other Settings
    • Include last login date 
    • Select the desired File Format (XLSX, XLS, CSV, TXT) 
  1. Optional: Click [Save This Report], to name and save your report for future use 
    • Name the search (200 characters maximum) 
    • Optional: Enter a Description 
    • Click the [Save] button 
  1. Click either the [View Profiles] button to see it on screen, or the [Export Profiles] button to export the file 
Updated on July 7, 2022

Was this article helpful?

Related Articles