Reporting: Feedback Fields

View Recent Text Feedback

  1. Go to People >> Hours and Feedback >> Review Text Feedback

View Feedback from One Volunteer

  1. Begin to type the volunteer’s name in the Quick Search bar near the top on the right hand side of the screen
  2. Click on the volunteer’s name when it appears in the list
  3. Go to the Reports tab and then the “Review Text Feedback” sub-tab

Run a Report

  1. Go to: Reports >> Feedback Reports
  2. Select the desired report to run
  3. To search for specific profiles to include, click the [Report on a specific group] button and run the search for the desired profiles to include (See: Search)
  4. Click on the [Search] button
  5. Enter or select the options for the report
  6. Click either the [View Report] button to generate the report on screen or the [Export Report] to export a PDF version

Export Raw Data

  1. Go to: Reports >> Exports / Excel Reports >> Feedback Export
  2. Optional: Enter a date range in Date Volunteered
  3. Optional: Filter the export by Activity Category
  4. Choose your sorting preference in Sort
  5. By default we have selected the most commonly used columns in an export. Click the [Columns to Include] section to see what columns are included and to make any changes you’d like.
  6. Click the [Export Feedback Fields] button

TIP:

Once you have chosen the desired options from the “Columns to Include” section, check the box “Make these my default columns”. When you run this report again at a later date, the selections you have made will be remembered, making it easier to run your specific report.

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