Add or remove profile variables in the report

Add profile variables to your report to enhance data analysis. These variables are also appended to the bottom of the report and included in exports, if you want to analyze data outside of the application.

Prerequisites:

Open the standard survey report.

Note: Keep these considerations in mind when working with profile variable values:
  • If you are in Report, the response in reports, filters, and subgroups reflects the profile variable value at the time the member completed the survey. Which might not be the most up-to-date value.
    Example

    For example, a member's profile variable value for their City State is Idaho at the time Survey A is completed. But the following day, they updated their City State to Rhode Island. When you go back to Report in Survey A, the old profile variable value, Idaho is still used in reports, filters, and subgroups.

  • A profile action question that is answered but incomplete will result in the current value not being reflected anywhere but Report. This is because the survey is incomplete.
  • If it is a memberstatus value or if you perform a system upload, the current value is consistent across the application.

For more information, see Profile variables, Perform a system upload and Import members or profile variables.

  • To add profile variables to the report:
    1. On the report toolbar, click Data > Add Questions.
      Result: The Add Questions dialog appears.
    2. In the Source list, click Profile Variables.
    3. Click Next.
    4. Select the profile variables you want to add.
    5. Click Apply.
      Result: The selected variables are added to the report.
  • To remove profile variables from the report:
    1. Scroll to the profile variable that you want to remove.
    2. On the question toolbar, click More.
    3. Click Remove.