The Profile Reports section provides reports for various profile sections, such as affiliation codes, relationships, and profile change requests. It contains sections for creating profile-specific mailing labels, mailing exports, and certifications.
- Profile Listing: This report shows a list of selected profiles with their contact information.
- Status Summary: This report shows a summary of profile statuses, with info like number of profiles with a status, former member count, profiles with no membership level, etc.
- Profile Core Data Sheet: This report summarizes core profile data from each member profile, such as profile ID, member's first and last name, email, membership level, etc.
- Profile Full Involvement: This report has eight sections that focus on different areas of a specified profile: membership, contact information, open invoices, revenue over the last twelve months, billing records, directory listings, primary relationships, member benefits, and affiliations.
- Profile By Affiliation: This report lists profiles by affiliation. The report provides filters for each affiliation code, or select All to view all profiles with affiliations.
- Profile Affiliations: This report shows all affiliation codes and profiles associated with that affiliation code.
- Affiliation Type: This report shows all affiliation codes grouped by type, providing the code, the description, and the number of profiles the code is assigned to.
- Profile Addresses by Zip: This report shows all profile addresses organised by Zip code, and includes profile ID, name. and address.
- Profile Relations: Lists all profile relationship across member profiles.
- Profile by State: Lists all profiles by state, displaying profile ID, name, and city.
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Mailing Labels:
- Mailing Labels for By Affiliation: Printable mailing labels based on a profile's address and affiliation code.
- Mailing Labels for All Members with Address Type Parameter: Printable mailing labels for member profiles, providing an address type filter.
- Mailing Labels for Affiliation with Address Type Parameter: Printable mailing labels based on affiliation code, providing an address type filter.
- Mailing Labels by Category: Printable mailing labels based on listing category.
- Mailing Labels for All Members with Main Contacts: Printable mailing labels including profile's main contact information.
- Mailing Labels for All Members and All Primary Relations: Printable mailing labels for all member profiles and their associated primary relationships.
- Mailing Labels for All Profiles Who Receive Communication to Members: Printable mailing labels for all profiles listed as main contact for member profiles.
- Mailing Labels for Invoice Creation Batch: Printable mailing labels for a certain invoice batch. Invoice creation batch number is required for this report.
- Mailing Labels for New Members: Printable mailing labels for all new member profiles.
- Mailing Labels for Renewed Members: Printable mailing labels for all renewed member profiles.
- Mailing Labels for Member Activity Records: Printable mailing labels for active member profiles from within a set time range.
- Mailing Labels for Event Attendees by Date Range: Printable mailing label for event attendees based on attendee's date range.
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Mailing Exports:
- Members and Main Profiles: This report collects all mailing information for members and main profiles.
- New Members: This report collects all mailing information for new member profiles created within a specified date range.
- Dropped Members: This report collects all mailing information for dropped members within a specified date range.
- Renewed Members: This report collects all mailing information for members that have renewed their membership within a specified date range.
- Invoice Creation Batch: This report collects all mailing information for profiles with invoices within a specified batch.
- Past Due Invoices: This report collects all mailing information for profiles with invoices that are past due.
- By Affiliation: This report collects all mailing information for profiles with a specified affiliation code.
- Receives Communication to Members: This report collects all mailing information for profiles that receive communication for other member profiles.
- Envelopes by Affiliation: Printable address page to be used in envelopes with transparent window, sorted by affiliation.
- Envelopes by Profile: Printable address page to be used in envelopes with transparent window, sorted by profile.
- Prospects and Main Profiles: List of prospect profiles, including address, email, profile ID, and contact info.
- Fake Invoice For Prospect: Mock invoice to be used as an example for prospects. Requires profile ID, revenue item, amount, and due date.
- Profile Change Requests (From Web): This report summarizes all profile change requests submitted from your website.
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Certifications:
- Certifications for Profile: This report runs for a single Profile, and will prompt your for a Profile ID. It returns all Certifications entered for the profile, including current, renewed, and expired. The report is grouped by the certification activity, showing all initial certifications together and all certification renewals together. Each group is sorted by expiration date, in descending order.
- Active Certifications: This report will display all active (not expired) Certifications based on a date of your choosing. You will be prompted to enter an 'As Of' date when you run the report. All certifications with an expiration date later than the date you enter will be displayed. You can also choose to display Certifications of any type, or you can manually type in a specific Certification Type that you would like to view.
- Certifications Expiring by Date: This report displays all Certifications with an Expiration Date that falls within a date range that you select. You can run this report for any date range - either to see Certifications set to expire in the future, or to see Certifications that expired in a past time frame. Enter the beginning and end date for the range of Expiration dates.
- CEU Transcript Report: This report summarizes all completed credits for CEUs.