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[CLNT-104] Profile Screen (New Clarity Interface)

This article describes how to run the CLNT-104 Profile Screen report, a client-based report that returns the current basic demographic data on the client's Profile screen.

Table of Contents

Purpose

This client-based report pulls data from the Profile screen and returns the client's current basic demographic data.

Running the Report

Users with the Client Reports access right can run this report. The information returned may be limited by the user's broader access rights and visibility settings.

Client record navigation menu showing the Reports item and Profile Screen report, highlighted

For a full overview of the Reports item, refer to Client Reports (New Clarity Interface).

To run the report:

  • Click Reports in the client's record.
  • Locate [CLNT-104] Profile Screen in the Available Reports table (use search or sort if needed).
  • Click Run on the report's row or select Run from the Action Menu options.
  • When the report is ready, open it from the My report queue card or the global Status icon in the header.

Available Reports section of the workspace with Profile Screen report highlighted

Specifications

Universe

Pulls current basic demographic data from available fields on the Profile screen.

 

Published: 10/01/2026