{"id":68,"date":"2019-11-26T16:18:43","date_gmt":"2019-11-26T16:18:43","guid":{"rendered":"https:\/\/www.betterimpact.tv\/ci-trialguide\/?page_id=68"},"modified":"2019-12-18T19:02:59","modified_gmt":"2019-12-18T19:02:59","slug":"06c-reporting-client-profile-raw-data-report","status":"publish","type":"page","link":"https:\/\/www.betterimpact.tv\/ci-trialguide\/06c-reporting-client-profile-raw-data-report\/","title":{"rendered":"06C &#8211; Reporting &#8211; Client Profile Raw Data Report"},"content":{"rendered":"<p><iframe loading=\"lazy\" src=\"https:\/\/player.vimeo.com\/video\/380322842\" width=\"1280\" height=\"720\" frameborder=\"0\" allow=\"autoplay; fullscreen\" allowfullscreen><\/iframe><\/p>\n<p style=\"text-align: center;\"><span class=\"col col_name\"><br \/>\n<\/span> <span class=\"col col_shortcode\"> <span class=\"col col_name\"><br \/>\n<\/span> <a class=\"maxbutton-64 maxbutton maxbutton-back-to-6b\" href=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/06b-reporting-feedback-raw-data-report\/\"><span class='mb-text'>BACK<\/span><\/a> <a class=\"maxbutton-32 maxbutton maxbutton-go-to-7\" href=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/07-whats-next\/\"><span class='mb-text'>NEXT<\/span><\/a> <\/span><\/p>\n<div id=\"accordions-249\" class=\"accordions-249 accordions\" accordionsdata={&quot;lazyLoad&quot;:true,&quot;id&quot;:&quot;249&quot;,&quot;event&quot;:&quot;click&quot;,&quot;collapsible&quot;:&quot;true&quot;,&quot;heightStyle&quot;:&quot;content&quot;,&quot;animateStyle&quot;:&quot;swing&quot;,&quot;animateDelay&quot;:1000,&quot;navigation&quot;:true,&quot;active&quot;:999,&quot;expandedOther&quot;:&quot;yes&quot;}>\r\n                <div id=\"accordions-lazy-249\" class=\"accordions-lazy\" accordionsId=\"249\">\r\n                    <\/div>\r\n\r\n        <div class=\"items\"  style=\"display:none\" >\r\n        \r\n                <div post_id=\"249\" itemcount=\"0\"  header_id=\"header-1574785869030\" id=\"header-1574785869030\" style=\"\" class=\"accordions-head head1574785869030 border-none\" toggle-text=\"\" main-text=\"CLICK FOR STEP BY STEP INSTRUCTIONS\">\r\n                                            <span id=\"accordion-icons-1574785869030\" class=\"accordion-icons\">\r\n                            <span class=\"accordion-icon-active accordion-plus\"><i class=\"fa fas fa-chevron-up\"><\/i><\/span>\r\n                            <span class=\"accordion-icon-inactive accordion-minus\"><i class=\"fa fas fa-chevron-down\"><\/i><\/span>\r\n                        <\/span>\r\n                        <span id=\"header-text-1574785869030\" class=\"accordions-head-title\">CLICK FOR STEP BY STEP INSTRUCTIONS<\/span>\r\n                                    <\/div>\r\n                <div class=\"accordion-content content1574785869030 \">\r\n                    <ol>\r\n<li>Go to: Reports >> Raw Data Reports >> Personal Profile. <img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-250\" src=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/06c-Reports-Personal-Profile-1.png\" alt=\"\" width=\"1049\" height=\"515\" srcset=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/06c-Reports-Personal-Profile-1.png 1049w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/06c-Reports-Personal-Profile-1-300x147.png 300w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/06c-Reports-Personal-Profile-1-768x377.png 768w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/06c-Reports-Personal-Profile-1-1024x503.png 1024w\" sizes=\"auto, (max-width: 1049px) 100vw, 1049px\" \/><\/li>\r\n<li>Search for the desired profiles to include in your report. <img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-251\" src=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/06c-Reports-Personal-Profile-2.png\" alt=\"\" width=\"1015\" height=\"849\" srcset=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/06c-Reports-Personal-Profile-2.png 1015w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/06c-Reports-Personal-Profile-2-300x251.png 300w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/06c-Reports-Personal-Profile-2-768x642.png 768w\" sizes=\"auto, (max-width: 1015px) 100vw, 1015px\" \/><\/li>\r\n<li>In the \u201cBasic Export Columns\u201d, the following information may be relevant to your clients:\r\n<ul>\r\n<li>Name Fields<\/li>\r\n<li>Status Fields: profile status, date of last status change<\/li>\r\n<li>Address and Phone Fields: street address, telephone numbers, whether or not the person has enabled text messaging<\/li>\r\n<li>Email and Social Fields: email addresses, Twitter\/LinkedIn information<\/li>\r\n<li>Misc Fields: unique ID, username, birthday, age, date profile created\/updated, client date joined, years since client date joined, Region, role, group information (if applicable), notes, client notes for volunteers<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ol>\r\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-252\" src=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/06c-Reports-Personal-Profile-3.png\" alt=\"\" width=\"983\" height=\"783\" srcset=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/06c-Reports-Personal-Profile-3.png 983w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/06c-Reports-Personal-Profile-3-300x239.png 300w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/06c-Reports-Personal-Profile-3-768x612.png 768w\" sizes=\"auto, (max-width: 983px) 100vw, 983px\" \/> 4.Custom Fields: Select the Custom Fields to be included in the export.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-253\" src=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/06c-Reports-Personal-Profile-4a.png\" alt=\"\" width=\"980\" height=\"43\" srcset=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/06c-Reports-Personal-Profile-4a.png 980w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/06c-Reports-Personal-Profile-4a-300x13.png 300w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/06c-Reports-Personal-Profile-4a-768x34.png 768w\" sizes=\"auto, (max-width: 980px) 100vw, 980px\" \/><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-254\" src=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/06c-Reports-Personal-Profile-4b.png\" alt=\"\" width=\"976\" height=\"232\" srcset=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/06c-Reports-Personal-Profile-4b.png 976w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/06c-Reports-Personal-Profile-4b-300x71.png 300w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/06c-Reports-Personal-Profile-4b-768x183.png 768w\" sizes=\"auto, (max-width: 976px) 100vw, 976px\" \/> 5.Other Settings: Select the File format (XLSX, XLS, CSV, TXT). 6.Click the [Export Profiles] or [View Profiles] button. <img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-255\" src=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/06c-Reports-Personal-Profile-6.png\" alt=\"\" width=\"1004\" height=\"177\" srcset=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/06c-Reports-Personal-Profile-6.png 1004w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/06c-Reports-Personal-Profile-6-300x53.png 300w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/06c-Reports-Personal-Profile-6-768x135.png 768w\" sizes=\"auto, (max-width: 1004px) 100vw, 1004px\" \/><\/p>                <\/div>\r\n            <\/div>\r\n\r\n\r\n    \r\n                <\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":4,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-68","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-json\/wp\/v2\/pages\/68","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-json\/wp\/v2\/comments?post=68"}],"version-history":[{"count":0,"href":"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-json\/wp\/v2\/pages\/68\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-json\/wp\/v2\/media?parent=68"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}