Skip to main content

How can I download a PDF of a person's profile?

Describes how to download an offline version via PDF of the person's profile

You will need the Limited Read People permission to perform this action, at one or more of the person's campuses. It is campus-scoped, so a campus override can change it at one campus. See People for what the permission covers, and Campuses and organizations in Version 8 for how campus access works.


Navigate to the person's profile and click on the blue Actions button in the upper side of the page. Click on Generate profile PDF to see it appear in a modal window. From there, download and print the file.

Walkthrough of generating a profile PDF from the Actions menu.

The data shown is filtered based on the permissions of the user downloading the PDF, including any campus overrides. Two people can download the same profile and get different fields. The PDF contains the following information. See How do I add a person? for more information on each field.

General

  • Name

  • Goes By

  • Gender

  • Birthday

  • Campus Attended

  • Marital Status

  • Race

  • Ethnicity

  • Language

  • Occupation

  • Giving Envelope

  • Anniversary

  • All custom fields

Contact

  • Contact Preference

  • Emails

  • Phones

  • Addresses

Important Dates

  • Date Last Attended

  • All defined important events

  • All custom fields

Check-In

  • Barcode

  • Medical Notes

  • Authorized People

  • All custom fields

Additional Fields

  • Record Type

  • All custom fields

Associated Records

  • Family Members

  • Notes

  • Connections

  • Safeguards

  • Groups

Tip: Family members at campuses you cannot reach are left out of the Associated Records section, as are notes whose note type is not allowed to you at that person's campuses.

Did this answer your question?