Overview
A customized list of Profile ID's or Fund ID's can be uploaded to CommunitySuite. This feature is helpful when an action needs to be applied to a custom list of profiles or funds that cannot be obtained through report filters. For instance, staff manually review an Excel list of profiles and mark who should be invited to an event. That ID list can be imported into CommunitySuite for additional actions. Perhaps a custom list of funds needs to have the same custom field value applied.
Process
- Navigate to the Reports page.
- Click Upload ID's in the left-side menu.
- Select profile_id or funit_id from the drop-down.
- If you want a report of all ID's that are not on your list, switch the Modifier to Is Not.
- If you want a report of all ID's that are not on your list, switch the Modifier to Is Not.
- Click Choose File and upload an ID list.
- Click Apply Report Filter to generate your report.
Uploaded Profile ID Options
When Profile ID's are imported, CommunitySuite generates a custom profile report with the Profile ID and Name. Additional fields can be added to the report from Available Fields. Any action from the left-side menu can be applied to this custom list of Profiles.
Uploaded Fund ID Options
When Fund ID's are imported, CommunitySuite generates a custom fund report with the Funit ID. Additional fields can be added to the report from Available Fields. Any action from the left-side menu can be applied to this custom list of Funds.
