Menu Close


BACK NEXT

STEP BY STEP INSTRUCTIONS

There are a variety of reports available to display a list of those assigned (or scheduled) to your activities. Some reports will also show you that information in a calendar format. Schedule reports display volunteers assigned to scheduled activities only. Schedule raw data reports  on the other hand will display all types; scheduled, seasonal or unscheduled activities. We will review a couple samples of both types of reports in the next few sections.

You can create a schedule report that will produce a list of those assigned to a specific activity by following the instructions below:

1. Go to: Reports >> Schedule Reports >> Single Activity by date.

2. Select the desired File Format (PDF, DOCX, DOC), Paper Size and Sort order.

3. Select the desired Date or Date Range.

4. Select the desired Communications Fields to include in your report (All Phone Numbers, Preferred Phone Number and Email or No Contact Information).

5. Click either the [View Report] button to see it on screen or the [Export Report] button to export a PDF version.