Reports - Volunteer Profiles

Run a Report

  1. Go to: Reports >> Exports / Excel Reports >> Personal Profile Export
  2. Search for the desired profiles (See: Search)
  3. Basic Export Columns:
    • Name Fields
    • Status Fields: profile status, date of last status change
    • Admin Fields: information about the administrator
    • Address and Phone Fields: street address, telephone numbers, whether or not the person has enabled text messaging
    • Email and Social Fields: email addresses, Twitter/LinkedIn information
    • Hours Fields: hours permissions, hours goals
    • Misc Fields: unique ID, username, birthday, age, date profile created/updated, photo URL, volunteer date joined, years since date joined, Region, role, group information (if applicable), notes
  4. Custom Fields: Select the Custom Field values to be included in the export
  5. Qualifications: Select the Qualification values to be included in the export
  6. General Interests: Select the General Interest values to be included in the export
  7. Committees: Select the Committee values to be included in the export
  8. General Availability: Select the General Availability information to be included in the export
  9. Hours Logged: You can include all logged hours or filter for a specific date range and/or Activity Category
  10. Other Settings:
    • Include background checks (Enterprise edition only)
    • Include last login date
    • File format (XLSX, XLS, CSV, TXT)
  11. Click the [Export Profiles] button