Exporting Data from My Profile

Overview

Faculty Success provides three options for working with your faculty data from the Export menu on the My Profile page: My Profile as CV, New Profile Report, and Custom Report. Each option serves a different purpose.   

• My Profile as CV allows you to quickly download a CV of your activities in Faculty Success as a Microsoft Word document using your current profile layout and data. 
• New Profile Report allows you to create and customize a Self-Service report by adding sections, activities, and text. You can also save the self-service report you create for future use.
  • To learn more, visit Creating a Report from your Activities. 
• Custom Report allows you to run an existing Full-Service report by selecting from the available list of full-service reports and specifying a date range, file format, and page size.
  • To learn more, visit How to Run Full-Service Reports.

The sections below explain how to use each option.

My Profile as CV

The My Profile as CV option generates a Microsoft Word document directly from your activities in the My Profile page. The exported document reflects the section order, customized activity headings, and display styles configured in your profile. Your standard Formatted Self-Service Reports Profile Details appear at the top of the report.

For more information about customizing your profile layout, see Personalizing the Layout of your Profile.

Generating My Profile as CV

1. Go to My Profile.
2. Select Export.
3. Select My Profile as CV from the export menu. 
   
4. Your CV automatically downloads to your device as a Microsoft Word document.

New Profile Report

The New Profile Report option allows you to create a customized self-service report based on your faculty activities. Selecting this option opens the Create a New Report page, where you can organize information into sections, add activities or text, and save your report for future use.

Creating a New Profile Report

1. Go to My Profile.
2. Select Export.
3. Select New Profile Report from the export menu.
   
4. The Create a New Report page opens. You can configure the report using the available editing options.
5. Customize your report as needed:
   • Edit the section heading to identify the information included in the section.
   • Select Add Activities to include faculty activity information.
   • Select Add Text to include additional text.
   • Select Add Section to organize additional content in the report.
   • Use Options to access additional report settings, if needed.
6. Select Save Report when you have finished configuring your report.

For more information about creating and customizing reports, see Creating a Report from your Activities.

For information about accessing and managing saved reports, see Running and Customizing Reports.

Custom Report

The Custom Report option allows you to run and export full-service reports directly from My Profile without navigating to the Reports menu.

Selecting this option opens the Export Custom Report pane, where you can choose from available reports, specify a date range, select a file format, and choose a page size. The reports available for selection depend on your institution's configuration. 

Generating a Custom Report

1. Go to My Profile.
2. Select Export.
3. Select Custom Report from the export menu. 
   
4. The Export Custom Report pane opens.
5. In the Report dropdown menu, select the report you want to run.
6. Enter the Start Date and End Date for the reporting period.
7. In the File Format dropdown menu, select your preferred export format.
8. In the Page Size dropdown menu, select the appropriate page size.
9. Input any other report data parameters. The available parameters varies by report and your level of access in Faculty Success. 
10. Select Run Report to generate the report using your selected settings.

For more information about running and managing reports, see Running and Customizing Reports.

The export options in My Profile provide convenient ways to download your CV, create a customized profile report, or generate an existing report using your preferred settings.