In Custom Column reports you can choose what information is displayed by dragging-and-dropping available fields onto the list of fields to be printed. VSys handles formatting the report and sizing the columns.
Steps in this task
On the Reports panel click on Custom column (it's under Custom).
Optionally load a built-in or saved report by clicking on Load settings.
Select your Initial source. This is the type of records you want to use and will determine what fields you can include on the report. Think of it as the big topic for the report, or where in the person's profile you would find this information.
Set a Report title, this will print at the top of each page.
Open up Fields to include. Use the plus sign to open the categories of fields, then scroll through the list of pipelines, and the fields in them, on the left (Available fields). Drag the fields you want to the right (Included fields). Each field will become a column on the report. Re-arrange fields by dragging them up or down on the list. Remove a field by dragging it back over to the left section.
Optionally check Landscape printing to have VSys rotate the paper so it's wider than it is tall.
Check Use multiple lines if needed to have the fields wrap into multiple lines for each record. If this is checked and VSys does wrap lines, it will include a line between each record to make the report easier to read.
Set your filters. These will filter the records being printed (account records, certifications, memberships, etc.) and the person associated with that record.
Use the Add another filter link to add any additional filters.
Edit the title, width, or alignment of any included field by right-clicking on it and selecting Edit.
Choose any Sorting for your report. Click the Add sort link to add a sort. The (no page break)/with page break links add a page break when this field changes. Toggle the up and down arrows to change the direction of the sort.
Set your Output options.
Click the Print button to run the report.
While exporting to Excel is an option for this report, the Advanced Exporter (User tools panel) makes a much better export. Custom column reports will work in Excel, but contain formatting, limit the number of visible columns and don't work as well as a direct export.
Sample Custom Column Report: Volunteers with DOB, kiosk and e-mail
Sample Custom Column Report: Account records in a year
Sample Custom Column Report: Awards given a year
Sample Custom Column Report: Assignments for the next 30 days
Sample Custom Column Report: Hours in the past 30 days
Samples of all these reports can be viewed within VSys.
Job associations (active) - A listing of active job associations showing for each the volunteer, job, start date, end date, status and supervisor and comments.
Recurring assignments ending in the next 30 days - A listing of volunteers with recurring assignments ending in the next 30 days. Displays name, supervisor, start and end dates of the assignment, shift and job information.
Recent transitions - For a given time period, a listing of people with changes to status, group or type.
Job assignments and associations - A listing of volunteers with the name of the job or job association they have. If they have both for the same job it will only be listed once.
Anniversary month - Anniversary month is based on the person's Date started.
People with group, DOB and type - Simple listing of people with their names, groups, dates of birth and type.
People details - People with name, date of birth, type, dates, phone, and e-mail.
Birthday listing - All people in the system listing their name, age and date of birth.
Kiosk automatic checkouts - All kiosk automatic checkout records in the past week listing each record's volunteer, start, duration and job.
People who've been automatically checked out from the kiosk - A listing of people who have been automatically checked out on the kiosk at least two times in the past thirty days.
People showing lifetime hours - All non-archived/deceased/inactive people in the system, listing their name, first hours and lifetime total hours.
