VSys One: Volunteer Management Software

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Assignment Calendars (RTF/PDF) Reports

This report shows job assignments in a monthly or weekly format. For each assignment, you can specify which fields for that assignment are displayed in each date box. Use this report:

VSys dropped support for the non-RTF/PDF assignment calendar reports in version 3.0: the new ones are much more flexible and powerful. You still can, however, load the older reports in this tool and the new tool will use most of their settings.

Steps in this task

  1. From the Reports panel click on the Assignments calendar (RTF/PDF) link.
    Assignment calendars reports (RTF) screen
  2. On the Settings panel enter a Report header and/or a Report footer to be printed on each page of the report.
  3. Choose the fields to be printed: Start time, Duration, Finish, Job, Job (short), Job group, Name, Team name, Delegation, Project, Location, E-mail, Phone, Supervisor, Comments, Volunteer count, Status, Person type, Volunteer type, Group, Day of the week or Custom Field. If you choose to add a custom field, an additional menu will appear for you to select the field you want to add.
  4. Choose to sort and group the information in each day by Job, Job group, Team or Name.
  5. Select any number of fields to group the calendar months by. These will serve as page breaks.
  6. Select the calendar style, Weekly view or Monthly view and the font size used in each calendar cell.
  7. Pick the way to display each volunteer's name: Doe, John A or Doe, J A or Doe, John or John A Doe or J A Doe or John Doe.
  8. Select any holidays you want to print on the calendar.
  9. Choose first and last assignment dates to show, as well as any filters on assignment start time.
  10. If running this report globally (from outside a project), check Include project assignments to also include assignments made from within projects. Running this report within a project will only include assignments for that project.
  11. Set any jobs and locations filters for your assignments. Note these filters are not available if you run this report globally and check Include project assignments, since the locations and jobs will vary from project to project.
  12. Choose any filters for Assignment status.
  13. Optionally filter to just people on selected lists.
  14. Select people with any status you want to exclude.
  15. Filter on Job tags, Supervisors, Exclude days.
  16. Choose to run the report in landscape (wide) mode or portrait (tall).
  17. Optionally select a logo image to be included at the top of every page.
  18. Under Output options, name the file to be created: remember that VSys makes an RTF or PDF file here, it can't send it directly to your printer.
  19. Click Run to create the report.
    Assignment calendars (RTF) reports results window
  20. Use the links to open the file, e-mail it directly, or delete it. Opening the file brings it up in Microsoft Word if you have that installed on your machine.

Sample Weekly Assignment Calendar RTF/PDF Report

Sample Weekly Assignment Calendar RTF Report

Sample Monthly Assignment Calendar RTF/PDF Report

Sample Monthly Assignment Calendar RTF Report

See Also

Reports

Report Concepts

Account Records Reports

Assignment Listings Reports

Attached Files Reports

Awards Reports

Banned People Reports

Comments Reports

Configuration Reports

Custom Column Reports

Demographics Reports

Directory Listings Reports

Expiring Certifications Reports

Hours Detail Reports

Hours Summaries Reports

Interview Reports

Invalid Addresses Reports

Job Associations Reports

Job Definition Reports

Job Value Measurements Reports

Late/No-show Reports

Mandate Reports

Membership Reports

Others

People Reports

Phone and E-mail Address Lists Reports

Profile Reports

Program Statistics Reports

Recurring Assignments Reports

Relationships Reports

Security Reports

Sign-in Lists Report

Slot Calendar Reports

Slot Details Reports

Slot Summaries Reports

Summary/Crosstab Reports

Survey Details Reports

Survey Summaries Reports

Training Reports

Who's Checked In Reports

Advanced Reporting Tools

Advanced/Custom Reports