Volunteer Management


 

Reports for Volunteer Management

Overview 

All of the Volunteer Management reports are to help you see how much time volunteers were there.

There are three types of Volunteer Management reports:

  • Volunteer Check-In Log by Activity: Report breaks down by activity to show the list of volunteers under the activity they volunteered for
  • Volunteer Check-In Log by Activity and User: Report breaks down to show not only the activity but also to show the volunteer and all the check-in times
  • Volunteer Check-In User Totals by Activity: Report shows the total amount of time for each Volunteer in a single line to give a summary type report of the total time volunteers helped at the event or program

Instructions

  1. Navigate to Activities > Volunteer Management
    VolunteerManagement.png
  2. Select the Reports tab
    VM_Reports.png
  3. Select a report
    VM_SelectReport.png
  4. Configure any desired filtersVM_Filters.png
    • From and To Dates: Select reports within a specific time frame
    • Filters: Select Transaction, User, Check-In, and Activity Filters
      VM_Filters2.png
    • Fields: Select which fields you wish to display
      VM_Fields.png
  5. Click Refresh to apply filters
    Refresh2.png
  6. View report
    View_Report.png
  7. Select an Export option, if applicable
    Report_Export_options.png
    • Print: Print the report
    • Export: Normal or Raw data
    • Email: Email the report
    • Schedule: Create a recurrence for auto-generated reports
    • Save Custom Form: Save the form, with filters/fields, as a custom report



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