Customize Your CV




Overview

Most Activity Insight users have experience running a “Vita” report, set up for general use across a college or university, to generate their CV using data stored in Activity Insight. With our customizable CV functionality, you can now create customized CVs for your own personal and professional uses. You may create as many CV templates as you like, each with custom sections, ordering, supplementary text, and record filtering.

Once you’ve built and saved a template, the report will remember your settings and automatically pull in updated records from Activity Insight each time you open or download a copy of the report.

You will have the option to start with a sample CV and make your own modifications as needed, or you may create your own template from scratch. The following instructions will walk you through the tools at your disposal as you customize your CV.

To create your custom CV, navigate to the Run Reports utility in Activity Insight and select “Create a New Report” in the top-right corner of the screen. From here, you have two options:

selct report style
  • Vita: Make this selection to start from the sample CV. This is a general, all-purpose CV format, and it may look different from the standard Vita template provided by your university.

    This option will prove the easiest and fastest way to customize a CV. You can use the standard structure and make minor changes (such as filtering, drag-and-drop to reorder sections, and setting date ranges) to accommodate your needs.

  • Blank Document: This allows you to build a CV from scratch. With this option, your personal details will be added to the report for you, along with a sample section to use as a starting point to craft the rest of your report.

    This option will allow for the most creativity on your part, since you can craft the entire report from the ground up. This may also be useful for ad hoc requests for specific activity data. For instance, you could select this option to quickly generate a list of formatted citations for your recent Publication and Presentation activities.

Adding an Activities Section

Customized CVs are primarily comprised of Activities Sections, which contain citations of your data that already exist in Manage Activities.

adding activities

To add an Activities Section to your CV, select an existing element in the template, and select the “Add Section” button. Give the new section an appropriate heading, and select “Add Activities.”

At this point, you will need to select a Type of activity. The options available for “Type” will reflect the categories available to you in Manage Activities. Let’s choose “Awards and Honors” and select the checkmark icon to confirm your selection. You will notice your Awards and Honors records stored in Activity Insight now appear in the designated section.

On the right side of this section, locate and select the gear icon. This will present a list of Activity Options for that section. These will allow you to filter your Awards and Honors records if you only want certain categories to appear. For example, you might want to limit this section to only Awards that were Received, and exclude those for which you were only nominated. By default, all of these filters are unchecked, which means that all records will appear.

activity options

Go ahead and choose any filters as necessary, and select “Apply”. You will see certain records filtered out of the report based on your selections.

If your data is not up-to-date in Manage Activities, some of your accomplishments may be missing from an Activities Section. Suppose you received an award last week, but you didn’t remember to enter it in Manage Activities. Take a moment to save your report template, navigate to Manage Activities, add the new record, and return to your report. If the new record meets your filtering criteria, it will now appear in your customized CV.

To reorder sections, highlight the section you want to move. On the left side of the section, find the drag-and-drop handle drag and drop handle. Select and hold this handle, and drag the section to the appropriate location.

You may also want to change how activities are grouped within a section. To dictate how records should be grouped, select an Activities Section, select the gear icon, and select a field under “Group By”. This list is based on the drop-down list fields available for a given screen.

activity options

For Activities Sections with data from the Publications (or Intellectual Contributions) screen, you may also change the citation style that dictates the formatting for those entries. You will find this selection under “Display” within the Activity Options pane.

activity options

Adding a Text Section

You may also add Text Sections to your report when you need to include subheadings, annotations, or a summary of your activities. To do this, highlight an existing section and select “Add Text.” A free-text box will appear for you to add any appropriate notes. You also have a few rich text formatting options like bold, underline, and italicize.

add text section

Keep in mind that Text Sections should not be used to enter activity records that do not appear in an Activities Section. If you enter an activity record as text within your customized CV, that record will not be available for all of your reports. Take a moment to add or update this record in Manage Activities so it will always be available in other reports and CV templates.

To reorder sections, highlight the section you want to move. On the left side of the section, find the drag-and-drop handle drag and drop handle. Select and hold this handle, and drag the section to the appropriate location.

Adjusting Report Date Range

You also have the ability to adjust the date range for the report. For instance, you can create one CV template to capture the last year’s worth of activities, and you can have a second template to capture three years’ worth of activities.

In the top-right corner of your report preview, you will see an “Options” tab. Select this tab, and you will be presented with some additional buttons. Select “Date Range”. On the Date Range pane, you have the following options:

  • All Dates (default): This selection will include all of your activities from Manage Activities.
  • Start Date and End Date: This option allows you to define a specific date range for the report.
  • Undated records: Choose whether to include activities that do not have a date entered.
set report date range

You also have the option to override the report-level date setting. Suppose you want most of your sections to be limited to a year’s worth of activities, but you want to include all of your “Degrees” or “Education” records. In this case, you would set the Start Date and End Date appropriately within the Options tab. Then, highlight your Degrees/Education section and select the pencil icon. In the Activity Options pane, you will find an option to “Ignore dates set for report”. This will ensure that all of your Degrees/Education records appear in the report, regardless of the overall date range for the report.

Saving Your Report

Keep in mind that once you’ve built a report template, you can use that template infinitely. In order to do that, you need to save the report. To save, simply select the “Save” button in the top-right corner of the screen. You will be prompted to name the report before saving. Make sure you give the template a unique name, since it will appear among your list of available reports in the Run Reports utility.

save report

Each time you open the report, it will remember the ordering, filtering, and settings from the last time you saved the template, but it will refresh with any new records or updates that have been entered in Manage Activities.

Downloading Your Report

Once you have finalized the ordering, filtering, and text sections for your customized CV, you may want to export a current version of your CV to share, either within your institution or to an external recipient.

To export your custom CV, open the Options tab within the Report Builder. There are two Exporting options:

  • PDF: This will download a non-editable version of your CV in PDF format.
  • Word: This will download a copy of your CV in Microsoft Word format.
export options

The “Blank sections” toggle controls whether sections with no data should appear in the exported copy of your CV. Confirm this setting before you choose your output format.

Duplicating Your Report

Once you have configured a CV, you may want to create a different version with minor adjustments. Instead of creating another report from scratch or from the sample template, you can make a copy of your customized CV and make any necessary adjustments to the resulting duplicate.

actions menu duplicate

To duplicate a CV, navigate to the Run Reports menu. Locate the template that you want to copy. To the right of your saved template, you will find an arrow in the “Actions” column. Select the arrow, and select the Duplicate option from the dropdown list. At this point you will be prompted to name the duplicated report. Give this report a name that will help you easily identify it from your list of reports, and select “Duplicate”

Renaming Your Report

To rename a CV, navigate to the Run Reports menu. Locate a CV that you have created and saved. To the right of your report, you will find an arrow in the “Actions” column. Select the arrow, and select the Rename option from the dropdown list. Enter a new name for the report, and select “Rename”.

actions menu rename