The Personal Profile Raw Data Report allows you to report on a variety of information that is stored within a user's profile such as,
Contact Information
Custom Fields, Qualifications, General Interests
Date Joined, Status, Date of Last Status Change
Hours Logged
Committees and more!
Run a Personal Profile Raw Data Report
Run a Personal Profile Raw Data Report
Tip: At the Enterprise level, click on [Report on a Specific Group] to select the desired profiles and organisations you want to report on.
Go to: Reports, then click on “Personal Profile Raw Data” found in the sidebar under General Reports
Click on the [Report on Everyone] button at the top left of the page, or select the desired profiles
Click the [Add Search Criteria] button to add additional options to your search, or click the [Search] button to run your search
Select the “Columns to Include” from the following categories:
Basic Columns
Custom Fields
Qualifications
General Interests
Committees
General Availability
Optional: Check the box to include all HoursLogged
Optional: include the date of the volunteer’s most recent hours entry
Optional: filter for a specific date range and/or Activity Category
Select desired options for Other Settings:
Include background checks (Enterprise edition only)
Include last login date
Select the desired File Format (XLSX, XLS, CSV, TXT)
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 Profiles] button to see it on screen, or the [Export Profiles] button to export the file
Note: The Enterprise Personal Profile Raw Data report will ignore start dates if the profile has a status of “Archived – Didn’t Start” or “Archived – Rejected”, and provide information based upon profile associations only presumed to have been started.
Example: “Volunteer A” is “Accepted” in Sub-account 1 with a date joined of 03/01/2021; and “Archived – Didn’t Start” in Sub-account 2 with a date joined of 04/13/2019, then all of the calculations based upon the date joined will be based upon 03/01/2021.
Reporting User Birthdays
Reporting User Birthdays
About this feature: The automated Birthday features are calculated from the birthdates provided in the Contact Information section of the profiles. The software will only be able to utilize information that has been entered into this field.
Go to: Reports, then click on “Personal Profile Raw Data” found in the sidebar under General Reports
Click on the [Report on Everyone] button at the top left of the page, or select the desired profiles
Click on the [Search] button
Basic Columns: Check the “Birthday” column from the “Misc Fields” section
Select any other columns you wish to include in your report
Select the desired File Format (XLSX, XLS, CSV, TXT)
Click either the [View Profiles] button to see it on screen, or the [Export Profiles] button to export the file Click on the [Report on Everyone] button at the top left of the page, or select the desired profiles
Reporting User Anniversaries
Reporting User Anniversaries
About this feature: The automated Anniversaries feature is calculated from the profiles’ Date Joined; found in the Miscellaneous section of all profiles. The Date Joined is the original date the application form was completed and submitted to the organization.
Go to: Reports, then click on “Personal Profile Raw Data” found in the sidebar under General Reports
Search for the desired profiles to include
Click on the [Search] button
Basic Columns: Check the “YearsSinceVolunteerDateJoined” column from the “Misc Fields” section
Select any other columns you wish to include in your report
Select the desired File Format (XLSX, XLS, CSV, TXT)
Click either the [View Profiles] button to see it on screen, or the [Export Profiles] button to export the file.