Constituent PDF profiles

LGL provides you with the ability to quickly download formatted PDF profiles of constituents. These profiles can be produced from either the individual constituent's record (for when you need just that one profile ahead of a donor visit) or for every constituent in your search results. Two layouts are available: Summary Profile and Detailed Profile.

Summary Profile

You can access the Summary Profile from a single constituent's record by clicking the More actions button and selecting the "Summary profile (PDF)" option.

If you have performed a search in the Constituents tab and need to produce a set of Summary Profiles for everyone in your search, you can do this by exporting your results (click the Export Results button in the upper right of the Constituents page) and selecting the PDF report template for "Summary Profile".

A Summary Profile looks like this sample PDF file.

Detailed Profile

You can access the Detailed Profile from a single constituent's record by clicking the More actions button and selecting the "Detailed Profile (PDF)" option.

If you have performed a search in the Constituents tab and need to produce a set of Detailed Profiles for everyone in your search, you can do this by exporting the results (click the Export Results button in the upper right of the Constituents page) and selecting the PDF report template for "Detailed Profile".

A Detailed Profile looks like this PDF sample.


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