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Profile Report: What it is and how to use it

The profile report can be used to pull any information from a profile into one customizable report!

Madison Carlson avatar
Written by Madison Carlson
Updated over 4 months ago

The Profile Report allows you to see many different profile fields in one customizable report! A child’s profile holds important information - from birthdays to allergies to emergency contact information. The Profile Report allows you to create a list of one or more of these fields. You can even filter the report by groups!

Before we dive in, this report will allow you to view information from a child’s profile. You must make sure that you have entered the information you would like to retrieve. For example, if the “Birthday” line on a child’s profile is blank, it will need to be filled in to show up on the report.

Did you know that you can customize the “About me” section under a child’s profile? To customize this section, please reach out to support@lineleader.com.

Now let’s learn how to run a profile report!

1. Tap on “Reports” on the left-hand menu toolbar.

2. Locate the “Profile Report” box and click “View Report”

3. Next, select which "Type" you would like to filter to like "Child, Family, Staff, or Administrator." Select the fields you would like to add to your report. You can select as many fields as you would like to include in the Profile Report. Remember, these fields are the fields under the “About Me” section on a child’s profile. Select the group you’d like to include in your search or leave “All” selected to show all groups.

5. Tap “Update”. Remember, you can always export your information by tapping the “Export CSV” button. You can also organize your data by tapping on the small arrows next to the field names. For example, you can organize your information alphabetically by a child or chronologically by birthday.

Birthday

If you have any additional questions, please reach out to support@lineleader.com.

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