Person Profile

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The Person Profile contains all of the information being stored in a single person record, as well as summary information about the gifts linked to the person.

This report is useful for confirming that all information stored in a specific person record is correct and for record keeping.

 

To produce the Person Profile for a single person

1. Open the record of the person for which you want to produce a Person Profile.  How?

2. Click .

 

To produce the Person Profile for a group of persons

Unless you wish to produce Person Profiles for all people linked to one or more specific organizations, you must know the Person Key(s) of the persons whose Person Profiles you wish to produce.

1. Click Summaries > Person Profile in the Menu Bar.

2. Enter selection and sorting criteria to produce the report you desire. There is help available on each field.

3. Click OK to view the report.

4. Do the following, as needed:

5. Click  on the report page to close the report.

 

Notes:

· If a person is associated with more than one gift, the gift information included in the Person Profile report is printed in Gift Key order.

 

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