Create a Report Profile

A report profile (also called a settings profile) is a reusable set of options that controls how Ferretly analyzes a subject and what appears in the subject’s reports.

Attach a report profile to each subject so platforms, flags, keywords, history window, and report layout match your use case. If you run similar checks often, create a profile once and reuse it instead of reconfiguring settings every time.

You will:

Open Settings
Create and name a new profile
Customize platforms, flags, keywords, general options, and report format
Optionally set the profile as your default for new subjects

Prerequisites

You can sign in to Ferretly
You know which flags, keywords, and report options your use case needs (or plan to set them after creating the profile)

Continue → Step 2

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Step 2: Open Settings

Click Settings in the left navigation. On smaller screens, this may appear as a gear icon.
The Settings page opens. Any settings you change from here can be saved to a report profile.

You can create a new profile from any Settings panel (for example Social Media Platforms, Flag Settings, Keyword Settings, General Settings, or Report Settings).

Continue → Step 3

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Step 3: Create and name a profile

You can edit the organization Default profile or create a new one.

In the settings page menu bar (top right), click the save as new profile icon.
In the dialog, type a name in Enter Profile Name.
Click Save.
Confirm the new profile appears in the profile dropdown (top right).

Continue → Step 4

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Step 4: Customize the profile

With your new profile selected in the dropdown, configure each area as needed:

Area	What you control	Learn more
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Social Media Platforms	Which networks to search and analyze	Social Media Platform Settings
Flag Settings	Behaviors, post types to analyze	Select What to Flag
Keyword Settings	Custom words and phrases	Keywords
General Settings	FCRA option, post history, emails, web/news, AI profile search	General Settings
Report Settings	Report layout, insights, language	Format Reports

Settings are saved automatically as soon as you change them.

Continue → Step 5

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Step 5: Set as your default (optional)

If you want this profile used automatically when you add subjects:

Select the profile in the dropdown.
Click the bookmark icon next to the profile dropdown.

This is optional and only affects subjects you add.

Subjects you import in bulk or add via API receive your default profile.
When you manually add a subject, you can still pick a different profile before you run the check.

Continue → Step 6

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Step 6: When you’re done

You have a usable report profile when:

[ ] The profile appears in the top-right dropdown
[ ] Platform, flag, keyword, general, and report options match your use case
[ ] (Optional) The bookmark shows it as your default

Next: assign the profile when you add or update a subject. See Use Report Profiles.

Continue → Step 7

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