VSys One: Volunteer Management Software

Previous Topic

Next Topic

Book Contents

Book Index

Directory Listings Reports

Directory listings reports are designed to produce a printed "phone book" of volunteers and other people. They work sort of like a mail merge: you define a template and VSys merges the people who meet your criteria into a single RTF file that you can then edit and print in Microsoft Word or another word processor. Use this to create a directory of your active volunteers or staff.

Steps in this task

  1. From the VSys One home screen, go to the Reports panel and click on the Directory listings link.
    Directory listing report screen
  2. Optionally click on the Edit template link to add, remove, or re-arrange fields in the listing that will be created. Compare the example below with the sample report at the end. See Letter templates for how to use this tool.
    Directory listing report template
  3. Under Source Criteria enter any filters for the people to be included.
  4. On the left navigation bar under Address types, set your preferred address type(s), as well as to Include/Exclude incomplete addresses and Include/Exclude records without a matching address.
  5. Choose any Sorting for your report (probably by Name). Click the Add sort link to add a sort.
  6. Select an Output file to create: remember that VSys makes an RTF file here, not a printed document.
  7. Click Run to create the report.
    Directory listing report results window
  8. Use the links to open the file, e-mail it directly, or delete it. Opening the file brings it up in Microsoft Word or another word processing program.

Sample Directory Listing Report

Sample Directory Listing Report

See Also

Reports

Report Concepts

Account Records Reports

Assignment Calendar Reports

Assignment Listings Reports

Attached Files Reports

Awards Reports

Banned People Reports

Comments Reports

Configuration Reports

Custom Column Reports

Demographics 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