https://vimeo.com/654866699/e0e27dafa0

If we want to review the existing Profiling Data Points in the system we can use the download profiling functionality form the left panel. This will take us through 5 steps helping us to refine our Profile download query:

                                                                  Download Profiling

1. Select the Target Type
   • Choose whether we look for Customer Profiles or Account Profiles
2. Select the Entry Type
   • Select Fully Profiled if we want our list to contain only customers that have Profiling Data Points on all selected dimensions
   • Select Entire Universe if we want our list to contain customers that have Profiling Data Points on at least one of the selected dimensions
3. Select Date Interval for desired Profiling Data Points
   • Add a valid date in the Start Date field if we want to only take into account Profiling Data Points that are from the date or newer than the selected date - this avoids looking at old data
   • Add a valid date in the End Date field if we want to only take into account Profiling Data Points that are from the date or older than the selected date
   • Leave the date fields empty if we want to get any existing Profiling Data Points no matter how old

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NOTE

In all cases above only the most recent Profiling Data Point from the relevant interval will be returned

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1. Specify the Dimensions for which we want the Profiling Data Points

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This is a mandatory field and at least one dimension must be selected

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1. Restrict the search by using filters on **customer specialty and Bricks (**allow multiple selection) or Account MDM (single selection)

2. Review and launch the Profile Download request. This step will show any missing information before launching the request

   

                                       Export Profiling email
   

Clicking Download Button will trigger the processing of the request.

Because the amount of data to be processed is potentially large this will be done asynchronously and we will receive an email when the processing is done with a link to securely download the resulted file.

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The export file only contains the customers that are active at the time of the download. So downloading profiling with the same parameters at different times may lead to different customer lists because of the customers that became inactive.

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