VSys One: Volunteer Management Software

Profile Reports

Profile reports give you very detailed information about a person. Use this report:

Before you archive someone - print this and put it into their paper file
For a volunteer to confirm the information you have on them.

Steps in this task

From the VSys One home screen, go to the Reports panel and click on Profile link.
If the Select saved report window opens, choose the saved or built-in report you would like to use and click Select. Or click on the Load settings link under Tools to bring up a list of options.
On the Settings panel set any filters on the people to be included by Groups, People types, Volunteer types, lists and active status.
Choose the Data to include (see table below).
If custom fields are being included, select which ones to print.
If certifications are being included, select which ones.
Choose any Sorting for your report. Click the Add sort link to add a sort. Toggle the up and down arrows to change the direction of the sort.
Set your Output options.
Click Print to run your report.

Data	Description
`Basics`	Names, status, types, groups, DOB, and other basic properties.
`Addresses`	All addresses other than "Emergency contact".
`Job associations`	All job associations with dates and statuses.
`Activity summary`	Lifetime, yearly and most recent hours.
`Traits`	Skills, job preferences, special needs, contact flags and languages.
`Recurring assignments`	Information about recurring assignments - rules, dates, etc.
`Alerts/ Emergency contact`	Medical and diet alerts along with emergency contact address information.
`Interviews`	All interviews.
`Trainings`	All trainings.
`Mandates`	All mandates.
`Comments`	Every comment entered along with dates.
`Certifications`	Certifications and background checks of the types you specify.
`Relationships`	All relationships with dates and comments.
`Memberships`	All memberships and details.
`Availability`	Availability summaries.
`Awards`	All awards, whether awarded, denied, pending, or other statuses.
`Custom fields`	Values for the custom fields you select.
`Trace records`	All changes to this person along with when those changes were made and who made them.
`Account summaries`	Account transactions like gifts and payments.

When you want to run this report for a single person, find that person in the Person lookup tools, then right-click on him. Select Print a report for this person, and choose this report. It will run with the sections you have chosen here.

Sample Profile Report