Feedback Reports – Video Overview
Feedback reports will allow you see the numeric and text feedback fields your volunteers share when logging hours.
Note: To see text feedback fields you will need to run a Raw Data Feedback report.
Standard Feedback Reports
Standard Feedback Reports
Go to: Reports >> Feedback Reports
About This Feature:
Feedback by Volunteer
Displays the total for a specific Feedback Field for each volunteer and graphs the seven volunteers with the highest feedback values.
Feedback Totals
Displays the total for each Feedback Field
Select “Feedback by Volunteer” or “Feedback Totals”
Optional: Click on Report on a Specific group if you need to choose the volunteer statuses you want to report on or add search criteria.
Select the desired Export File Format
Select the desired Paper Size
Select the Date Range
For “Feedback by Volunteer” report:
Select the Sort order from the dropdown list
Select the Feedback Field from the dropdown list
Click either the [View Report] button to see it on screen, or the [Export Report] button to export the file
Trend Reports (Chart/Graph)
Trend Reports (Chart/Graph)
Hours and Feedback and Feedback Efficiency Trend Reports
On Reports >> Hours Reports >> Hours and Feedback Trend
or
Go to Reports > Feedback Reports > Feedback Efficiency Trend
About This Feature:
Hours and Feedback Trend
Compares total hours logged and number of volunteers that logged hours over the course of the past 12 months along with totals for numeric feedback logged.
Tip: Also found at: Reports >> Feedback Reports >> Hours and Feedback Trend
Feedback Efficiency Trend
Compares totals for numeric feedback logged over the course of the past 12 months.
For the interactive reports, you can select up to four components to include in the chart by mousing over the component:
Add to the right arrow icon
Add to the left arrow icon
[-] Remove from the Chart
Click the Chart Options menu icon in the upper right corner to:
Change Chart Type (Line, Column)
Download Chart (PDF, JPG, PNG, SVG)
Click the desired button at the bottom to export your numeric results to either a CSV file or an XLSX file
Tip: You can also click on the [Clear Selections] button to clear your currently selected options and start building your report again.
Raw Data Feedback Reports
Raw Data Feedback Reports
Raw data feedback reports will allow you to report on every feedback field, including text ones.
About This Feature:
Feedback - Row Layout Raw Data
View feedback recorded by volunteers or export to Excel for further data analysis. Feedback is arranged in rows.
Feedback - Column Layout Raw Data
View feedback recorded by volunteers or export to Excel for further data analysis. Feedback is arranged in columns.
Go to: Reports, then click on “Feedback – Row Layout Raw Data”, or “Feedback – Column Layout Raw Data”, found in the sidebar under Feedback Reports
Choose who you want to report on: Click on the [Report on a Specific Group] button at the top left of the page if you want to select specific volunteers statuses.
Click the [Add Search Criteria] button to add additional options to your search, or click the [Search] button to run your search
Optional: Select Date Volunteered date range
Optional: Select Date Created date range (Date the hour log was created)
Optional: For “Feedback – Column Layout Raw Data” report, check Entries to Include
Optional: Category: Select a Category from the dropdown list.
Select the Sort order from the dropdown list
Select the desired Export 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 Feedback Fields] button to see it on screen, or the [Export Feedback Fields] button to export the file.
Tip: You will be able to review Text Feedback Fields on: People > Volunteers > Hours and Feedback > Review Text Feedback
Note: At the Enterprise level, you will see different settings options.
You will be able to select the Organizations you want to include, as well as the Activity Report Groups.
You won't see the option to select a Category.
