Create a Profile Report

Make a printable version of the information in a profile.

  • You'll need the View Details for Individuals permission.
  • You'll need permission to view certain information you want to include in the report, such as groups and notes.
  1. Locate and open the record you want to print.
  2. Next to the name, click the ellipsis icon and select Print Profile.
    Note: This report is also available in the Predefined Reports section, on the People tab.
  3. If needed, select or clear family members to include.
  4. Select a paper orientation.
  5. Optional: To save room on the report, you can exclude certain information.
  6. Click Run.