Reporting on your volunteers as a whole, can be very important to your organization but, sometimes, it is important as well to report on a specific volunteer.
For this, you'll need to, first, find the volunteer you want to report on and open their profile.
Finding the volunteer
You can write the volunteers' name on the quick search bar:
Tip: The search bar will only give you up to 10 results and will not show you archived volunteers.
If you want to report on an archived volunteer or run a more specific search, you'll need to search on the People menu.
Go to People >> Search;
Select the Module and Statuses you want to include;
Optional: Add a Search Criteria;
Click Search
Run a Report
Once you open your volunteers' profile, there are several reports you can run. Depending on the report you want, you'll need to go to the Reports tab or the Schedule tab.
Hours and Feedback and Detailed Hours Reports
About these features:
You can find these reports on the volunteers' profile, under the Reports tab.
Hours and Feedback Report
It will give you the cumulative hour per activity along with category, as well as the number and drop down feedback fields.
Detailed Hours Report
It will give you the logged hours per shift (with date) and activity name.
Select the desired File Format (PDF, DOCX, DOC, XLSX, XLS, MHTML)
Select the desired Paper Size
Set the Date Range
Select the Sort order from the dropdown list
Click the [Export Report] button to save the report to a file or the [View Report] button to see the report on screen
Tip: The Summary header will show you lifetime and the current years' hours, along with the first volunteer year.
Comparisons Report
About this feature:
You can find this report under the Reports >> Comparisons tab
This report allows you to see the breakdown of your volunteers' contributions by week, month, quarter, and year, and compare them to the previous timespan.
Select the desired tab at the top:
Year
Quarter
Month
Week
Click the […to Date] or [Entire…] button.
Monthly Comparison Chart
In the Monthly Comparison Chart, you can select up to three 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
Logged Hours Raw Data
About this feature:
You can find these reports on the volunteers' profile, under the Reports >> Raw Data tab.
This report will allow you to view hours logged by date, category and activity.
Optional: Select Date Volunteered date range
Optional: Select Date Created date range (Date the hour log was created)
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
Click either the [View Logged Hours] button to see it on screen, or the [Export Logged Hours] button to export the file.
Feedback Raw Data - Row and Column Layouts
About this feature:
You can find these reports on the volunteers' profile, under the Reports >> Raw Data tab.
Feedback - Row or Columns Layout Raw Data
View feedback recorded by volunteers or export to Excel for further data analysis. Feedback is arranged in rows or columns.
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
Click either the [View Feedback Fields] button to see it on screen, or the [Export Feedback Fields] button to export the file.
Note Log Entries Raw Data
About this feature:
You can find these reports on the volunteers' profile, under the Reports >> Raw Data tab.
Note Log Entries Raw Data:
This report will allow you to view Note Log entries for your volunteer.
Optional: Enter the Date Created date range
Modules: Select the desired admin status(es) to include
Select the Sort order from the dropdown list
Select the desired File Format for your export
Columns to Include: Select which columns you would like included in your report
Click either the [View Note Log Entries] button to see it on screen, or the [Export Note Log Entries] button to export the file
Tip: You can review Text Feedback fields on the Reports tab >> Review Text Feedback
Single Month Calendar Schedule Report
About this feature:
You can find this report on the volunteers' profile, under the Schedule tab >> Scheduled Activities header.
This report will give you the volunteers' monthly schedule.
Select the desired File Format (PDF, DOCX, DOC, XLSX, XLS, MHTML)
Select the desired Paper Size
Set the Start Date
Click the [Export Report] button to save the report to a file or the [View Report] button to see the report on screen
Tip: You can send this report to a volunteer by selecting Email to Volunteer.
Schedule Detail Raw Data
About this feature:
You can find this report on the volunteers' profile, under the Schedule tab.
This report will allow you to view activity assignment schedule details.
Choose Activity Type(s) (Schedule, Seasonal or Unscheduled)
Enter a date range (Start Date)
Choose the activity Category
Select the Activity Status filter
Choose your 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
Click either the [View Schedule Data] button to see it on screen, or the [Export Schedule Data] button to export the file
Sign up Detail Raw Data
About this feature:
You can find this report on the volunteers' profile, under the Schedule tab.
This report will allow you to view activity signup details for scheduled, seasonal or unscheduled activities, or export the data to Excel for additional filtering or manipulation.
A volunteer is considered Signed Up when they have expressed an interest in an activity/shift, but are awaiting assignment by an administrator (Activities with self-scheduling enabled do not require this step).
Choose Activity Type(s) (Schedule, Seasonal or Unscheduled).
Enter a date range (Start Date)
Optional: Select what other information to include: Shifts where the volunteer is already assigned
Select Activity Category on the drop down box
Select the Activity Status filter
Choose your 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
Click either the [View Signup Data] button to see it on screen, or the [Export Signup Data] button to export the file