How to add Profile Information for my FatStax users

You can add information about each individual user in FatStax under the Profile fields on the People tab. This is great for enabling you to specify different groups and filters for reporting purposes.

The FatStax user name/ email address and first and last name are required fields. But you can also specify:

Company, Region, Department, Position, CIty, State, Country, and Phone number.

1. Select an Individual User from the People Tab and tap Edit

Select an Individual User from the People Tab and tap Edit

2. Click on the "Show All Fields" Button to open the list of Profile Fields

Click on the "Show All Fields" Button to open the list of Profile Fields

3. Fill in the fields as desired and Save Changes

You need only complete fields that you want to use. You can leave fields blank also.

4. Run Reports with the Profile Information

The Field Values will appear in Reports. Select the users with Profile information you specify and your Reports will be filtered for only those individuals.

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