Enterprise: Running Customizable Raw Data Schedule Reports

Running a Schedule Summary Raw Data Report 

View schedule summary information for scheduled, seasonal or unscheduled activities, or export the data to Excel for additional filtering or manipulation. 

1. Go to: Reports, then click on “Schedule Summary Raw Data” found in the sidebar under Schedule Reports 

2. Optional: Choose Activity Type(s) (Schedule, Seasonal or Unscheduled) 

3. Optional: Enter a date range (Start Date) 

4. Optional: Select an activity Status 

5. Optional: Filter the export by Activity Category 

6. Select the Activity Status filter 

7. Choose your sorting preference (Sort) 

8. 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 

9. 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 

10. Click either the [View Schedule Summary] button to see it on screen, or the [Export Schedule Summary] button to export the file 

Running a Schedule Detail Raw Data Report 

About this feature: View assignment schedule details for scheduled, seasonal or unscheduled activities, or export the data to Excel for additional filtering or manipulation. 

1. Go to: Reports, then click on “Schedule Detail Raw Data” found in the sidebar under Schedule Reports  
2. 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 
3. Optional: Choose Activity Type(s) (Schedule, Seasonal or Unscheduled) 
4. Optional: Enter a date range (Start Date) 
5. Optional: Check “include shifts without assignments” (Shifts) 
6. Optional: Filter the export by Activity Category Select the Activity Status filter  
7. Choose your desired File Format 
8. 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 
9. 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 
10. Click either the [View Schedule Data] button to see it on screen, or the [Export Schedule Data] button to export the file 

Note: By editing a volunteer’s profile and going to their “Schedule” tab, you can generate schedule reports for a single volunteer.