Running a Schedule Summary Raw Data Report
About this feature: View schedule summary information for scheduled, seasonal or unscheduled activities, or export the data to Excel for additional filtering or manipulation.
- Go to: Reports, then click on “Schedule Summary Raw Data” found in the sidebar under Schedule Reports
- Optional: Choose Activity Type(s) (Schedule, Seasonal or Unscheduled)
- Optional: Enter a date range (Start Date)
- Optional: Select an activity Status
- Optional: Filter the export by Activity Category
- Select the Activity Status filter
- Choose your sorting preference (Sort)
- 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 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.
- Go to: Reports, then click on “Schedule Detail Raw Data” found in the sidebar under Schedule 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
- Optional: Choose Activity Type(s) (Schedule, Seasonal or Unscheduled)
- Optional: Enter a date range (Start Date)
- Optional: Check “include shifts without assignments” (Shifts)
- Optional: Filter the export by Activity Category Select the Activity Status filter
- Choose your desired 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 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.