Profile Grouping Report
  • 09 Sep 2024
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Profile Grouping Report

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Article summary

Profile Grouping Report

The Profile Grouping report provides a listing of Profiles with all of their group members (for example, an organization with its staff or a family with its members).

NOTE: You can access this report from anywhere in FIMS by selecting Reports > Profiles > Profile Grouping Report.

Profile Grouping Report


 Profile Grouping Report Fields

Field

Description

ID Code

The Profile ID code for each Profile in the Group.

NOTE: Member Profile ID codes appear indented below the main group Profile.

Annual Report Name

The Report Name from the Profile 1 tab of each Profile associated with the Group.

NOTE: Member names appear indented below the main group Profile.

Group

The type of Group (for example, Staff or Family).

Relationship

The Relationship code that links the Profile to the Group.

Address

The primary mailing address associated with each Profile in the report.

Phone Number

The primary (work and home) phone numbers associated with each Profile in the report.

 


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