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User Profiles

Define student profile questionnaires to track and analyze based on student demographics

How to Access: Advanced Options > User Profiles.

  • Create new - Please use this option to create a new Profile set.

List Options

  • DELETE - There is a delete button for each Profile in the List.

Create Profile Questionnaire

Purpose - Please use this option to Create a Profile Questionnaire.

  • Name - Please type-in a unique name for the Name.
  • Applies to roles - Please select the roles to whom this Profile applies.
  • User can view their own profile - Please select if Users can view their own profile.
  • User can edit own profile - Please select if Users can edit their own profile.
  • Roles with view access - Please select what Roles will have view Access to this tag(this is optional), you can select many.
  • Roles with edit access - Please select what Roles will have edit Access to this tag(this is optional), you can select many.
  • Only users with scope - Please select specifically the Users Scope needed to have access to this Profile(this is optional).

Form Designer

  • Text Field - Please click to add a new “Text Field” field.
  • Multiple Choice - Please click to add a new “Multiple Choice” field.
  • Check Boxes - Please click to add a new “Check Box” field.
  • Section Header - Please click to add a new “Section Header” field.
  • SAVE -Please click this button to save all information.
  • SAVE AND CONTINUE -Please click this button to save all information.
  • PREVIEW -Please click this button to Preview all information.
  • CANCEL - Please click this button to go back to the previous page without saving.

Form Designer field options

Purpose - Please add as many fields as needed, see the options below:

  • Text - Select this for Text Fields(please type-in an ID, Caption, Explanation Text, and specify if it will be required or not).

  • Multiple Choice - Select this for Multiple Choice Fields(please specify an ID, Caption, Explanation-Text, specify if it will be required or not, and add the Options that will be available).

  • CheckBox - Select this for Text Fields(please specify an ID, Caption and Explanation Text).

  • Section Header - Select this for Section Header(please specify an ID, Caption, and Explanation Text).

User Profile

These reports are all related to information uploaded to the students' profiles.

Group Demographics

Report Information Example Preview
Purpose: It shows the demographics of a specific user group.
Available Filters: User Group.
Available Options: Show Report, Save Report(If you click Save Report you will have additional options like to use a Custom Name and Description for the report, you can also select the report download format from HTML, CSV, XLSX and PDF )
Description: It shows the demographics of a specific user group. Please use filter as appropriate and click the Show report button OR Save Report button.


Profile Distribution Analysis

Report Information Example Preview
Purpose: View an Excel file with the profile answer distribution for all the users.
Available Filters: Date range, Profile Questionaire, Locations, Services, Courses.
Available Options: Download as Excel.
Description: It can be filtered to only those who have used a location, service or course in a specific date range. The Excel report shows the "Profile Distribution by Center", the "Profile Distribution by location" and the "The Profile Distribution by Location and Course".


User Profile

Report Information Example Preview as PDF and XLS
Purpose: The report shows each profile field/question.
Available Filters: Period, Users in Group, Profile Questionaire(List selection), Specific Users, Locations, Services
Available Options: Show Report, Save Report, Download as CSV, Download as Excel, Download as PDF.
Description: This report shows each profile field/question. For each field, the report lists the available answers. For each answer, the report shows the number of users and their number of visits. The report shows all students in the system, whether they visited or not. If one of the available answers is not shown, then no one has selected that answer during the reporting period.


User Profile (Only those who visited the Center)

Report Information Example Preview as PDF and XLS
Purpose: Show User Profile (visited) Report.
Available Filters: Period, Users in Group, Profile Questionaire(List selection), Specific Users, Locations, Services
Available Options:
Description: This report shows each profile field/question. For each field, the report lists the available answers. For each answer, the report shows the number of users and their number of visits. The report shows only on students who visited. If one of the available answers is not shown, then no one has selected that answer during the reporting period.


Additional documentation/articles about this topic