Reports - Schedules

[alert heading=”NOTE:” type=”alert-info” block=”false” close=”false”]Schedule reports display volunteers assigned to scheduled Activities only. The Schedule exports enable you to report on volunteers assigned to all types of Activities.

By editing a volunteer’s profile and going to their “Schedule” tab, you can generate a calendar report of their scheduled activity assignments for one month at a time.[/alert]

Schedule Reports Available

  • All Categories by Category: Schedule of volunteers assigned to all Activities in all Activity Categories between specified dates, grouped by category.
  • All Categories by Date: Schedule of volunteers assigned to all Activities in all Activity Categories between specified dates, grouped by date.
  • Single Activity by Date: Schedule of volunteers assigned to a specific Activity between specified dates, grouped by date.
  • Single Activity by Month: Schedule of volunteers assigned to a specific Activity over a one-month period, displayed in calendar format.
  • All Activities by Volunteer: Schedule of volunteers assigned to all Activities in all Activity Categories between specified dates, grouped by volunteer.
  • Single Category by Activity: Schedule of volunteers assigned to all Activities in a specific Activity Category between specified dates, grouped by Activity.
  • Single Category by Date: Schedule of volunteers assigned to all Activities in a specific Activity Category between specified dates, grouped by date.
  • Single Category by Month: Schedule of volunteers assigned to all Activities in a specific Activity Category between specified dates, grouped by date and displayed in calendar format.
  • Schedule Summary Export: Schedule summary information exported to Excel for additional filtering or manipulation.
  • Schedule Detail Export: Activity assignment schedule details exported to Excel for additional filtering or manipulation.
  • Signup Detail Export: Activity signup details exported to Excel for additional filtering or manipulation.

[alert heading=”NOTE:” type=”alert-info” block=”false” close=”false”]The “Schedule Detail Export” and “Signup Detail Export” are also available for an individual volunteer from within the “Schedule” tab of their profile.[/alert]

Run a Report

  1. Go to: Reports >> Schedule Reports
  2. Select the desired report to run
  3. Enter or select the options for the report
    • Some of the reports will enable you to select the desired Communications Fields to include in your report:
      • All Phone Numbers: include all volunteer telephone numbers
      • Preferred Phone Number and Email: include only the volunteer’s preferred phone number and main email address
      • No Contact Information: do not include any contact information for the volunteer
  4. Click either the [View Report] button to see it on screen or the [Export Report] button to export a PDF version.

Export Raw Data (Schedule Details)

  1. Go to: Reports >> Exports / Excel Reports >> Schedule Detail Export
  2. Optional: Choose Activity Type (Schedule, Seasonal or Unscheduled)
  3. Optional: Enter a date range
  4. Optional: Filter the export by Activity Category
  5. Choose your sorting preference
  6. By default, we have selected the most columns used in an export. Click the [Show Columns] button to see what columns are included and to make any changes you’d like.
  7. Click the [Export Schedule] button

[alert heading=”TIP: Saving Your Column Selections” type=”alert-info” block=”false” close=”false”]Once you have chosen the appropriate values 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.[/alert]

Export Schedule Summary

  1. Reports >> Exports / Excel Reports >> Schedule Summary Export
  2. Optional: Choose Activity Type (Schedule, Seasonal or Unscheduled)
  3. Optional: Enter a date range
  4. Optional: Filter the export by Activity Category
  5. Choose your sorting preference
  6. By default we have selected the most columns used in an export. Click the [Show Columns] button to see what columns are included and to make any changes you’d like.
  7. Click the [Export Schedule Summary] button

[alert heading=”TIP: Saving Your Column Selections” type=”alert-info” block=”false” close=”false”]Once you have chosen the appropriate values 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.[/alert]

Other Tutorials Related to Reports

Hours Reports
Feedback Field Reports
Schedules / Rosters
Signups
Trend Analysis Reports
Mailing Labels
Phone Lists
Volunteer Profile Exports
Interactive Schedule Status Reports

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