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Book Contents

Book Index

Built-in Reports

Report

Description

Variants

Account records

Payments, donations, items created, etc.

Account details and summary by person, Account record details, Account summaries, Account summary by person, Account summary by person (crosstab), Survey Result Details.

Advanced/ custom (global)

Projects summary, Project summary with counts, Save the date, Thank-you list, Meal cards, Birthday listing, E-mail list, Kiosk user IDs

Advanced/ custom (project)

Delegation summaries, Entrant photos, Phone list (project), Project people report, Project people report with assignments calendar, Project people sign-in list

Assignments calendars

Volunteer assignments styled in a weekly or monthly calendar for posting

 

Assignments listings

Volunteers assignments in a columnar format, with user-specified columns, filters, grouping and page breaks

Awards

Awards details, Awards summaries

Banned people

All people marked as "banned"

Basic mailing labels

Simple mailing labels for 100s of different types of labels. Letters panel.

Comments

Details about comments attached to people

Comments, Comments with images

Configuration

System settings, including groups, options, etc.

Custom column

A simplified version of custom reports where you can drag-and-drop fields to be included without having to use the report designer.

Account records, Assignment crediting details, Assignments for next 30 days, Awards given, Hours in past 30 days, Job assignments and associations, Job associations, Kiosk user IDs, Recent transactions, Recurring assignments ending in the next 30 days, Trainings, Volunteers with DOB, kiosk and e-mail

Custom mailing labels

Labels that end-users can redefine. Letters panel.

5160, 5160 with bar code, 5162, 5162 with bar code, 5163, 5163 with bar code

Demographics

Summarize people by most values, including custom fields

Exceptions, people with issues

People who have one or more problems which might either restrict their volunteering or need special attention

Expiring Certifications

List of people with certifications due to expire, of given type and date range

Hours

All hours records, sorted and filtered using user options

Hours details, Hours details w/account records, Hours totals by volunteer, Hours totals by volunteer and job, Hours totals by volunteer w/bonus hours

Hours summaries

Summary report of posted volunteer hours by month, quarter, year, job, job group, person type, volunteer type, volunteer source, group (posted), group (current), delegation, project

Company hours summary, Group hours summary, Job hours summary, Monthly hours summary, Monthly hours summary (fiscal), Quarterly hours summary, Quarterly hours summary (fiscal), Supervisor hours summary, Volunteer source hours summary

Interviews

Interviews completed, Interviews this week

Invalid Addresses

Shows all people in system with an invalid address

Job associations

Job associations, Job associations w/job details, Job associations w/o comments, Job associations w/supervisors and locations

Job definitions/ setups

Details and summaries about jobs and their definitions

Job listings, Job listings with locations, Job profiles

Late/no-show

 

Mandates

Mandate details

Memberships

Membership list (expiring), Membership list with associates, Memberships by type

Name tags, badges and credentials

Used to print identifying passes for volunteers. When saved, these remain associated with each volunteer.

4-up credentials, 5095 name badges, 5095 name badges with assignments, 5160 bar code label, 5383 "My name is" name tags, 5384 credentials with assignments

People

Details and summaries about people in the system

Lengths of service by type and group, Lengths of service by volunteer type, People, People just a list of names, People including assignments calendar, People summary by group, People summary by group and type, People summary by type, group and status, People with address/phone, People with hours summaries by year, People with hours summary, People with no recent hours, Team details by group, Team summary by group, Termination details

Phone list

Contact information for volunteers

Profiles

Demographic information on any/all people

Program statistics

Strength, growth, attrition, hours, tenure

Reference checks

Reference checks for volunteers

Recurring assignments

Recurring assignments, Recurring assignments ending

Relationships

People and their relationships to other people

Screening exports

Details about specific background check records and their associated volunteers

Screening exceptions

Issues with background checks

Screening reports

Details about specific background check records and their associated volunteers

ChoicePoint, Intellicorp, Lexis/Nexis, Manual

Security reports

Users report, report list with actions log

Sign-in list

Manual sign-in lists for specific assignments

Slot details

Information about job slots (openings), including partially-filled slots, filtered by slot status

Slots, Slots details, Slots details by location, Slots with supervisors, Slot periods, Slot periods with supervisors, Slots with periods and volunteer details, Slots with volunteer details, Slots with volunteers and crediting status

Slot summaries

Summarizes job slots

Summary/ crosstab

"Crosstab" reports which sum values in rows and columns that you designate

Account records by quarter, Active status transitions summary, Survey summaries, Volunteer counts by active status and date started

Survey summaries

Results of completed surveys.

Training courses

Training class roster, Training class summary, Training details

Training rosters

 

Who's checked in

All people currently signed in via the touchscreen/kiosk

See Also

Report Concepts

Tools

Designing

Print Options

Loading Reports

Saving Reports

Detail Filtering/Sorting