Accessing Printed Schedule Reports – Video Overview
Schedule reports allow you to report on the volunteer schedules. Information included, based on the report you choose to run, include: categories, activities, shift details and volunteer name.
Navigation
Go to Reports > Schedule Reports
Choose the report you'd like to run
Standard Schedule Reports
About This Feature:
Standard Reports are predefined reports that provide schedule information for activities with shifts. The primary difference among these reports is the scope of your organization's schedule which is included.
Additionally, all standard schedule reports are in a list format; with the exception of the "By Month" reports. By Month Reports will provide the schedule in a monthly calendar format.
Standard Reports
All Categories by Category and by Date
All Categories by Category and by Date
About This Feature
All Categories by Category
Schedule of volunteers assigned to all activities in all categories between specified dates, grouped by category.
All Categories by Date
Schedule of volunteers assigned to all activities in all categories between specified dates, grouped by date.
Select the desired Export File Format
Select the desired Paper Size
Select the Sort order from the dropdown list
Select the Date Range
Select the desired Communications Fields from the dropdown list
Click either the [View Report] button to see it on screen, or the [Export Report] button to export the file
Single Activity by Date
Single Activity by Date
About This Feature
Schedule of volunteers assigned to a specific activity between specified dates, grouped by date
Select the desired Export File Format
Select the desired Paper Size
Select the Sort order from the dropdown list
Choose the Category from the dropdown list
Select the Activity within the Category chosen above
Select the Date Range
Select the desired Communications Fields from the dropdown list
Click either the [View Report] button to see it on screen, or the [Export Report] button to export the file
Single Activity by Month
Single Activity by Month
About This Feature
Schedule of volunteers assigned to a specific activity over a one month period, displayed in calendar format.
Select the desired Export File Format
Select the desired Paper Size
Choose the Category from the dropdown list
Select the Activity within the Category chosen above
Select the Start Date
Click either the [View Report] button to see it on screen, or the [Export Report] button to export the file
Tip: You are only able to choose the 1st of each month and the results will show you the schedule for the entirety of that month.
All Activities by Volunteer
All Activities by Volunteer
About This Feature
Schedule of volunteers assigned to all activities in all categories between specified dates, grouped by volunteer.
Select the desired Export File Format
Select the desired Paper Size
Select the Sort order from the dropdown list
Select the Date Range
Click either the [View Report] button to see it on screen, or the [Export Report] button to export the file
Single Category by Activity and by Date
Single Category by Activity and by Date
About This Feature
Single Category by Activity
Schedule of volunteers assigned to all activities in a specific category between specified dates, grouped by activity.
Single Category by Date
Schedule of volunteers assigned to all activities in a specific category between specified dates, grouped by date.
Select the desired Export File Format
Select the desired Paper Size
Select the Sort order from the dropdown list
Select the desired Category
Select the Date Range
Select the desired Communications Fields from the dropdown list
Click either the [View Report] button to see it on screen, or the [Export Report] button to export the file
Single Category by Month
Single Category by Month
About This Feature
Schedule of volunteers assigned to all activities in a specific category over a one month period, displayed in calendar format.
Select the desired Export File Format
Select the desired Paper Size
Choose the Category from the dropdown list
Select the Start Date
Click either the [View Report] button to see it on screen, or the [Export Report] button to export the file
Tip: You are only able to choose the 1st of each month and the results will show you the schedule for the entirety of that month.
Raw Data Schedule Reports
About This Feature
Raw Data Schedule Reports will allow you to have a broader and more detailed view of your activities and shifts, as well as being able to choose more details to include in the report.
Additionally, these reports allow you to add search criteria to filter your results on who you want included in your report.
Running Your Initial Search
Running Your Initial Search
By default, Raw Data Schedule Reports include everyone on your schedule. However, you are able to report on a specific group of volunteers.
For that, click the button [Report on a Specific Group].
This will allow you to select the profiles you want included on your report, based on status and communication abilities.
To further filter who is included on the report, click on [Add Search Criteria] to apply additional conditions; for example: specific activities, qualifications, custom fields, the application form filled, etc.
Note: Since the Schedule Summary Raw Data report does not include personal information, it does not allow for reporting on a specific group of volunteers.
Raw Data Reports
Schedule Summary Raw Data
Schedule Summary Raw Data
About This Feature
Provides a summary overview of all shifts and activities, and can include metrics of shift needs, limits as well as numbers of volunteers signed-up, assigned, confirmed, and on the back up list.
This report does not include any personal information about those associated to the schedule.
Go to: Reports, then click on “Schedule Summary Raw Data” found in the sidebar under Schedule Reports
Optional: Choose Activity Type(s) (Schedule, Seasonal or Unscheduled)
Optional: Enter a date range (Start Date)
Optional: Select an activity Status
Optional: Filter the export by Activity Category
Select the Activity Status filter
Choose your sorting preference (Sort)
By default, we have selected the most commonly used columns in an export.
If not visible, click the [+] in the “Columns to Include” header to view and change selections
Optional: Click [Save This Report], to name and save your report for future use
Name the search (200 characters maximum)
Optional: Enter a Description
Click the [Save] button
Click either the [View Schedule Summary] button to see it on screen, or the [Export Schedule Summary] button to export the file
Note: For those with an Enterprise account, you will be able to select the Activity Status as well as which sub-accounts you wish to include.
Schedule Detail Raw Data Report
Schedule Detail Raw Data Report
About This Feature
View activity assignment details (who is on the schedule) or export to Excel for additional filtering or manipulation.
Go to: Reports, then click on “Schedule Detail Raw Data” found in the sidebar under Schedule Reports
Optional: Choose Activity Type(s) (Schedule, Seasonal or Unscheduled)
Optional: Enter a date range (Start Date)
Optional: Check “include shifts without assignments” (Shifts)
Optional: Filter the export by Activity Category Select the Activity Status filter
Choose your desired File Format
By default, we have selected the most commonly used columns in an export.
If not visible, click the [+] in the “Columns to Include” header to view and change selections
Optional: Click [Save This Report], to name and save your report for future use
Name the search (200 characters maximum)
Optional: Enter a Description
Click the [Save] button
Click either the [View Schedule Data] button to see it on screen, or the [Export Schedule Data] button to export the file
Note: For those with an Enterprise account, you will be able to select the Activity Status as well as which sub-accounts you wish to include.
Signup Detail Raw Data Report
Signup Detail Raw Data Report
About This Feature
View activity signup details, or export to Excel for additional filtering or manipulation.
"Signed Up" indicates when a volunteer has expressed an interest in an activity/shift, but are awaiting assignment by an administrator (Activities with self-scheduling enabled do not require this step).
Go to: Reports, then click on “Signup Detail Raw Data” found in the sidebar under Schedule Reports
Optional: Choose Activity Type(s) (Schedule, Seasonal or Unscheduled).
Optional: Enter a date range (Start Date)
Optional: Select what other information to include:
Shifts without signups
Volunteers that are already assigned
Optional: Filter the export by Activity Category
Select the Activity Status filter
Choose your desired File Format
By default, we have selected the most commonly used columns in an export.
If not visible, click the [+] in the “Columns to Include” header to view and change selections
Optional: Click [Save This Report], to name and save your report for future use
Name the search (200 characters maximum)
Optional: Enter a Description
Click the [Save] button
Click either the [View Signup Data] button to see it on screen, or the [Export Signup Data] button to export the file
Note: For those with an Enterprise account, you will be able to select the Activity Status as well as which sub-accounts you wish to include.
