From Reports:
- In Reports, select Profiles, Lists and Directories.
- Highlight the appropriate profile (Constituent Profile, Individual Profile, Organization Profile, Event Profile) and click New.
- On the General tab, click the Include button and select which records to include
- All Records
- Selected Records (based on a query)
- One Record
- On the Profile Contents tab, mark the types of information to include.
- Select additional parameters on the Format tab.
- Click Save.
- Click Print or Preview.
From Records:
- Open the appropriate type of record such as constituent.
Note: Profiles are not available from a gift record. - Select File, Print, Profile from the menu bar.
- A list of existing profile parameters appear.
- Select an existing profile parameter or create a new one.
- Leave the General tab set to the defaults.
- On the Profile Contents tab, mark the types of information to include.
- Select additional parameters on the Format tab.
- Click Print or Preview.