VSys One: Volunteer Management Software

Previous Topic

Next Topic

Book Contents

Book Index

Advanced/Custom Reports

Some of the features and concepts introduced here are very advanced, and may not be needed by most people. Odds are, most of the reports you need are either built-in or you can make trivial modifications to a built-in report to get what you need. If you need help with some of the more in-depth features of custom reports, please contact our support team for assistance.

Custom reports are a powerful concept and are the basis for many other reports in VSys. These reports in VSys are not "magical", they're just regular reports that any user can open, change, re-arrange, or create entirely from scratch. Custom reports start with their Type of report, which is the source of the data that's used as its basis.

Steps in this task

  1. Click on the Advanced/Custom link in the Reports panel.
  2. The Select saved report box will open listing the already-available reports. Choose one of these as the basis for your report.
  3. Select the Type of report. This indicates the data to be used.
  4. Choose your Source criteria. Your options here will vary widely depending on whether you're working from within a project and what your report basis is.
  5. Use the Design report link to change the contents of the report itself.
  6. On the left navigation bar under Address types, set your preferred address type(s) if needed. Also set Include/Exclude incomplete addresses and Include/Exclude records without a matching address.
  7. 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.
  8. Set your Output options.
  9. Click the Print button to run the report.

For more information about source data and data pipelines, see the section Pipelines.

In This Section

Types of Reports

Report Designer

See Also

Reports

Report Concepts

Account Records Reports

Assignment Calendars (RTF/PDF) 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