|
|
|
|
|
By using a "Self-run reports" block or a report menu item, VSys Live gives you a mechanism for volunteers to request and run reports about themselves directly.
When VSys runs a report this way for a volunteer, it runs it just for that volunteer even if other volunteers would have qualified based on the report's criteria. It creates a PDF file then delivers the report's results by e-mail and the report's results may also be available for download within VSys Live depending on how you've configured the self-run reports block.
Field name |
Description |
Description |
This description will be shown to the volunteer online. |
Type of report |
Letter template, Saved report or User-configurable report. |
Saved report |
If you chose Saved report or User-configurable report as the Type of report, choose the saved or user-configurable report which will be queued when the volunteer selects this report online. |
Letter template |
If you selected Letter template as the Type of report, choose the letter to be generated when this "report" is requested by the volunteer online. |
Visibility rules |
Selecting visibility rules here will require that at least one of those visibility rules be met in order for the report to appear online. |
People types, Groups |
Only volunteers who meet these criteria will be shown this report. |
Instructions |
These will be shown to the volunteer online. |
E-mail delivery "From" name |
If this report is delivered by e-mail, the e-mail will use this as the sender's name. |
E-mail delivery "From" address |
If this report is delivered by e-mail, the e-mail will use this address as the sender's address. |
E-mail delivery "From" subject |
If this report is delivered by e-mail, the e-mail will use this as the subject. (Optional; if this field is blank VSys will use the report's Description as the e-mail subject.) |
E-mail body: report successfully run |
When the report is run successfully and has one or more results in it, VSys will use this text as the body of the e-mail that is delivered. |
E-mail body: report failed/no results |
When the report is run, if the report fails to complete, or the report contains no results (e.g. an assignments report for which the volunteer has no matching assignments), VSys will use this text as the body of the e-mail that is delivered. |
When a volunteer requests a report via VSys Live, VSys Live itself does not actually run that report: instead it queues the report for running. Actually running the report requires that VSys One be used, usually by having a scheduled task configured.
Mail merges and letter templates are reports as far as VSys is concerned: you can let volunteers send themselves letters using this tool. If a saved report or user-configurable report is a mail merge, VSys will run that merge, convert the resulting letter to PDF, and then send that PDF file just as it would send the results of a report.