Creating a Report from Profiles

Written by Annie Gaston

Last published: April 17th, 2025

Generating reports from your Profiles, such as a list of all of your records related to a particular Person or a Location, can be very handy. Reports can be useful for sharing information with people like staff, volunteers, researchers, the community, etc. Creating reports is easy to do. Here's how:

  • From your Main Menu, select “Profiles”.
  • Using either the "Frequently Used" icons or the search bar, navigate to the particular type of Profile (Person, Location, etc.).
  • Select the specific Profile record you are looking for.
  • Click on the three dots in the upper-right (the Actions Menu) and select Usage Report.
  • From there, you can select the specific fields you'd like to appear on your report.