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
    activities_volunteer_management.jpg
  2. Select the Reports tab
    select_the_reports_tab_in_volunteer_management.jpg
  3. Select a report
    select_a_report_under_volunteer_management.jpg
  4. Configure any desired filtersconfigure_desired_report_filters_for_volunteer_report.jpg
    • From and To Dates: Select reports within a specific time frame
    • Filters: Select Transaction, User, Check-In, and Activity Filters
      select_filters_for_volunteer_report.jpg
    • Fields: Select which fields you wish to display
      select_fields_for_volunteer_report.jpg
  5. Click Refresh to apply filters
    select_refresh_to_apply_filters.jpg
  6. View report
    view_volunteer_report.jpg
  7. Select an Export option, if applicable
    select_an_export_option_if_applicable.jpg
    • 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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