Individual Volunteer Schedule Reports

  1. Click the person icon at the top of the screen and type the person’s name into the Quick Search bar. 
  1. Click on the person’s name from the list that appears. 
  1. Click on the Schedule tab. 
    • Unscheduled and Seasonal Activity assignments can be viewed in screen 
    • Scheduled Activities (shifts) assignments can be viewed in screen 
      • Optional: Filter by start date, end date, category, and activity
    • Single Month Calendar Schedule Report provides a monthly view of assignments 
      • Select the desired Export File Format 
      • Select the desired Paper Size if PDF was selected 
      • Select the Start Date (i.e. the month for which you wish to generate the schedule) 
      • Click the [Email to Volunteer] button to send your message 
      • Optional: Click the [View Report] button to see the schedule on screen or the [Export Report] button to save the schedule as a file 
    • Schedule Detail Raw Data 
      • Optional: Filter by activity type, start date, end date, category, and activity status 
      • Select the desired Export File Format 
      • Columns to Include: View and/or change selections 
      • Click either the [View Logged Hours] button to see it on screen, or the [Export Logged Hours] button to export the file 
    • Signup Detail Raw Data 
      • Optional: Filter by activity type, start date, end date, options, category, and activity status 
      • Select the desired Export File Format 
      • Columns to Include: View and/or change selections 
      • Click either the [View Logged Hours] button to see it on screen, or the [Export Logged Hours] button to export the file 
Updated on March 30, 2021

Was this article helpful?

Related Articles