Contents

• Overview
• What Are Profile Checks?
• How to Set Up Profile Checks
  • Enable “Include Profile Form” on Report Form(s)
    • Choose Which Profile Fields to Include in Admin Views
• Awardee Experience
• View the Profile Snapshot
  • Access the Progress Reports Screen
    • Show/Hide Columns on Progress Reports Screen
    • Open an Awardee’s Progress Report to View Profile Snapshot
• Related Articles
   

Overview

This guide shows Program Admins how to add Profile Checks to a Progress Report so awardees can review and update their profile before submitting a report, and a snapshot of their updated profile is captured. 
 

What are Profile Checks in Progress Reports?

Profile Checks give awardees a chance to review and update their profile—such as their name, address, organization details, etc.—before submitting a progress report.

When the awardee submits their report, a read‑only snapshot of their updated profile is captured and included in the report for program admins to view.

🔍 Looking to edit your organization’s profile forms? Only the Organization Owner can do this. See ➡️Setting Up the Individual Profile Form + ➡️Setting Up the Organization Profile Form.  (Note: If new fields are added to the profile form at the organization level, awardees can complete those new fields when they go through a profile check). 

How to Set Up Profile Checks

Enable “Include Profile Form” on a Report Form

⚠️IMPORTANT: You can enable Profile Checks on both published and unpublished Report Forms.

• Who can enable “Include Profile Form”? 
  • Organization Owners 
  • Client Admins (in partner-managed accounts)
  • Program Owners 
  • Program Managers

1. Open the program, then click the gear icon to the far right of the cycle to open Cycle Settings. 
   
   
    
2. In the cycle, click Post Award in the top menu, then select Report Forms from the left menu, if not already selected.
   
   
    
3. Click Open next to the Report Form.
   
   
    
4. On the Report Forms screen, click Include Profile in the upper-right corner.
   
   
    
5. In the pop-up, confirm that Include Profile Form is toggled to YES. 
   
   

Choose Which Profile Fields for the Admin Snapshot

1. Select which Individual and/or Organization Applicant Profile fields you want program admins to see in the Post Award > Progress Reports screen and in the profile snapshot you see within an individual awardee’s report. Fields not selected won't appear in either place. 

• How this works:
   

  • For Admins: Only the fields you select will appear in your Progress Reports screen (as column options that you can show or hide) and in the profile snapshot within the awardee's report. 

  • For Awardees: They will always see and update all profile fields during verification, regardless of what you choose here.

A. To include ALL profile fields: Select the checkbox next to Individual Applicant Profile and/or Organization Applicant Profile. 

B. To include SPECIFIC profile fields: Click the dropdown arrow on the far right of the Individual and/or Organization Applicant Profile, then select the checkboxes next to the fields you want to include. 

2. Click Save in the bottom-right corner of the pop-up. 

• A confirmation message appears in the bottom-left corner of the screen. 

Awardee Experience

Use this section to understand what awardees see, so you can guide them if they have questions. 
 

➜ When “Include Profile Form” is toggled to YES:

1. The awardee completes their progress report.
    
2. When they click Continue to Submit, a “Verify Your Profile Information” page loads with their current information pre‑filled. 
   
   
    
3. They can update any field in the profile form. 
    
4. When finished, they click Save Profile & Continue, then Submit in the pop‑up. 
    
5. A snapshot of their profile, exactly as it looked at submission, is attached to the report.
   📌Note: Awardees cannot edit the profile snapshot after submission.

➜ When “Include Profile Form” is toggled to NO: Awardees are not asked to verify their profile, and submit the report normally. 
 

View the Profile Snapshot 

Access the Progress Reports Screen

1. In the cycle, click Post Award > Progress Reports in the left-hand menu. 
    
   • On the Progress Reports screen you’ll see a list of all reports submitted by awardees for that Award Cycle. 

Show/Hide Columns on Progress Reports Screen 

On the Post Awards screen, you can choose which profile fields from the snapshot to display as columns.

📌 Note: Only the fields you selected when enabling “Include Profile Fields” will be available as column options here. 

1. Click the three-bar icon (Show/Hide Columns) in the upper-right corner of the table. 
   
   

    

2. Scroll to the Individual Profile Snapshot and/or Organization Profile Snapshot sections, then select the checkboxes next to the fields you want to add as columns in the table. 

A. To include all fields from the section: Select the box next to “Individual Profile Snapshot” or “Organization Profile Snapshot.” 

B. To choose specific fields: Click the down arrow on the far right to expand the section (if not already expanded), and select the fields you want to include. 

4. The fields you selected now appear as columns in the table. 
   
   
   
   📌Notes: 
   • Columns from profile snapshots show data captured at the time of report submission, not the applicant’s live profile.
   • If a column has no data, it will appear blank.

Open an Awardee’s Progress Report to View Profile Snapshot

1. On the Progress Reports page, click the hyperlinked title in the Report Name column. 
   
   
   
   
   2. A read-only profile snapshot, as captured at the time of submission, appears at the top of the awardee’s report. 
   
   
   
    📌Reminder: This snapshot reflects only the fields that were selected when you set up the “include profile” settings in the report form. See Choose Which Profile Fields for the Admin Snapshot above for more information. 

Related Articles

➡️About Profile Forms
➡️Setting Up the Individual Profile Form
➡️Setting Up the Organization Profile Form
➡️Create New Post Award Report Form
➡️Request Progress Report Revisions



 

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