{"id":2497,"date":"2017-10-10T17:51:24","date_gmt":"2017-10-10T17:51:24","guid":{"rendered":"https:\/\/www.betterimpact.com\/trialguide\/10-reporting-introduction\/"},"modified":"2019-05-28T20:16:53","modified_gmt":"2019-05-28T20:16:53","slug":"reporting-personal-profile-export","status":"publish","type":"page","link":"https:\/\/www.betterimpact.tv\/VI-trialguide\/reporting-personal-profile-export\/","title":{"rendered":"10b &#8211; Reporting &#8211;  Personal profile export"},"content":{"rendered":"<p style=\"text-align: center;\"><iframe loading=\"lazy\" src=\"https:\/\/player.vimeo.com\/video\/298445686?autoplay=1&amp;autopause=0\" width=\"1280\" height=\"720\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><br \/>\n<a class=\"maxbutton-94 maxbutton maxbutton-back-hours-reports-part-2\" href=\"https:\/\/www.betterimpact.tv\/vi-trialguide\/reporting-hours-reports-part2\/\"><span class='mb-text'>BACK<\/span><\/a>\n<a class=\"maxbutton-95 maxbutton maxbutton-next-searching-introduction\" href=\"https:\/\/www.betterimpact.tv\/vi-trialguide\/searching-introduction\/\"><span class='mb-text'>NEXT<\/span><\/a>\n<div id=\"accordions-3003\" class=\"accordions-3003 accordions\" accordionsdata={&quot;lazyLoad&quot;:false,&quot;id&quot;:&quot;3003&quot;,&quot;event&quot;:&quot;click&quot;,&quot;collapsible&quot;:&quot;true&quot;,&quot;heightStyle&quot;:&quot;content&quot;,&quot;animateStyle&quot;:&quot;swing&quot;,&quot;animateDelay&quot;:1000,&quot;navigation&quot;:true,&quot;active&quot;:999,&quot;expandedOther&quot;:&quot;no&quot;}>\r\n                    <div class=\"items\" >\r\n        \r\n                <div post_id=\"3003\" itemcount=\"0\"  header_id=\"header-1540562235218\" id=\"header-1540562235218\" style=\"\" class=\"accordions-head head1540562235218 border-none\" toggle-text=\"\" main-text=\"STEP BY STEP INSTRUCTIONS\">\r\n                                            <span id=\"accordion-icons-1540562235218\" class=\"accordion-icons\">\r\n                            <span class=\"accordion-icon-active accordion-plus\"><i class=\"fa fas fa-chevron-up\"><\/i><\/span>\r\n                            <span class=\"accordion-icon-inactive accordion-minus\"><i class=\"fa fas fa-chevron-down\"><\/i><\/span>\r\n                        <\/span>\r\n                        <span id=\"header-text-1540562235218\" class=\"accordions-head-title\">STEP BY STEP INSTRUCTIONS<\/span>\r\n                                    <\/div>\r\n                <div class=\"accordion-content content1540562235218 \">\r\n                    <h4><span style=\"color: #000000;\"><span lang=\"EN-US\">One of the most frequently used reports is the <strong><em>Personal Profile<\/em><\/strong>. This report can produce useful information about your volunteers including their current status, years of service and any information <\/span><span lang=\"EN-US\">based on general interests, custom fields and qualifications. This report can then be viewed on your screen or exported to excel for additional filtering or manipulation.<\/span><\/span><\/h4>\n<h4><span style=\"color: #000000;\"><span lang=\"EN-US\">In this example we will show you how to pull years of service dates for all active (or accepted) volunteers:<\/span><\/span><\/h4>\n<h4><\/h4>\n<h4><span style=\"color: #000000;\"><strong>1. Go to: Reports >> Raw Data Reports >> Personal Profile.<\/strong><\/span><\/h4>\n<h4><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3214\" src=\"https:\/\/www.betterimpact.tv\/VI-trialguide\/wp-content\/uploads\/sites\/4\/2018\/10\/Screen-Shot-1-2.png\" alt=\"\" width=\"1059\" height=\"558\" srcset=\"https:\/\/www.betterimpact.tv\/VI-trialguide\/wp-content\/uploads\/sites\/4\/2018\/10\/Screen-Shot-1-2.png 1059w, https:\/\/www.betterimpact.tv\/VI-trialguide\/wp-content\/uploads\/sites\/4\/2018\/10\/Screen-Shot-1-2-300x158.png 300w, https:\/\/www.betterimpact.tv\/VI-trialguide\/wp-content\/uploads\/sites\/4\/2018\/10\/Screen-Shot-1-2-768x405.png 768w, https:\/\/www.betterimpact.tv\/VI-trialguide\/wp-content\/uploads\/sites\/4\/2018\/10\/Screen-Shot-1-2-1024x540.png 1024w\" sizes=\"auto, (max-width: 1059px) 100vw, 1059px\" \/><\/h4>\n<h4><\/h4>\n<h4><\/h4>\n<h4><span style=\"color: #000000;\"><strong>2. Select all \u2018Accepted\u2019 volunteers.<\/strong><\/span><\/h4>\n<h4><\/h4>\n<h4><span style=\"color: #000000;\"><strong>3. Search for the desired profiles and click [Search] OR<\/strong><\/span><\/h4>\n<h4><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3215\" src=\"https:\/\/www.betterimpact.tv\/VI-trialguide\/wp-content\/uploads\/sites\/4\/2018\/10\/Screen-Shot-3-5.png\" alt=\"\" width=\"1001\" height=\"851\" srcset=\"https:\/\/www.betterimpact.tv\/VI-trialguide\/wp-content\/uploads\/sites\/4\/2018\/10\/Screen-Shot-3-5.png 1001w, https:\/\/www.betterimpact.tv\/VI-trialguide\/wp-content\/uploads\/sites\/4\/2018\/10\/Screen-Shot-3-5-300x255.png 300w, https:\/\/www.betterimpact.tv\/VI-trialguide\/wp-content\/uploads\/sites\/4\/2018\/10\/Screen-Shot-3-5-768x653.png 768w\" sizes=\"auto, (max-width: 1001px) 100vw, 1001px\" \/><\/h4>\n<h4><\/h4>\n<h4><\/h4>\n<h4><span style=\"color: #000000;\"><strong>4. Search the desired profiles and click on the [Add Search Criteria] button to filter further.<\/strong><\/span><\/h4>\n<h4><\/h4>\n<h4><span style=\"color: #000000;\"><strong>5. Select all Basic Export Columns, Custom Fields, Qualifications, General Interests, Committees and General Availability to include in the export (VolunteerDateJoined and YearsSinceVolunteerDateJoined).<\/strong><\/span><\/h4>\n<h4><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2647 size-full\" src=\"https:\/\/www.betterimpact.com\/wp-content\/uploads\/sites\/14\/2018\/04\/Picture5-6.png\" alt=\"\" width=\"974\" height=\"802\" \/><\/h4>\n<h4><\/h4>\n<h4><\/h4>\n<h4><span style=\"color: #000000;\"><strong>6. Check the box to include all logged hours or filter for a specific date range and\/or Activity Category.<\/strong><\/span><\/h4>\n<h4><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2648 size-full\" src=\"https:\/\/www.betterimpact.com\/wp-content\/uploads\/sites\/14\/2018\/04\/Picture6-3.png\" alt=\"\" width=\"974\" height=\"160\" \/><\/h4>\n<h4><\/h4>\n<h4><\/h4>\n<h4><span style=\"color: #000000;\"><strong>7. Select desired options for Other Settings:<\/strong><\/span><\/h4>\n<ul>\n<li>\n<h4><span style=\"color: #000000;\"><strong>Include background checks (Enterprise edition only)<\/strong><\/span><\/h4>\n<\/li>\n<li>\n<h4><span style=\"color: #000000;\"><strong>Include last login date<\/strong><\/span><\/h4>\n<\/li>\n<li>\n<h4><span style=\"color: #000000;\"><strong>File format (XLSX, XLS, CSV, TXT)<\/strong><\/span><\/h4>\n<\/li>\n<\/ul>\n<h4><\/h4>\n<h4><\/h4>\n<h4><span style=\"color: #000000;\"><strong>8. Click the [View Profiles] to view the results on the screen. Click the [Export Profiles] button to export your report for further manipulation or printing.<\/strong><\/span><\/h4>\n<h4><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3216\" src=\"https:\/\/www.betterimpact.tv\/VI-trialguide\/wp-content\/uploads\/sites\/4\/2018\/10\/Screen-Shot-8-1.png\" alt=\"\" width=\"990\" height=\"183\" srcset=\"https:\/\/www.betterimpact.tv\/VI-trialguide\/wp-content\/uploads\/sites\/4\/2018\/10\/Screen-Shot-8-1.png 990w, https:\/\/www.betterimpact.tv\/VI-trialguide\/wp-content\/uploads\/sites\/4\/2018\/10\/Screen-Shot-8-1-300x55.png 300w, https:\/\/www.betterimpact.tv\/VI-trialguide\/wp-content\/uploads\/sites\/4\/2018\/10\/Screen-Shot-8-1-768x142.png 768w\" sizes=\"auto, (max-width: 990px) 100vw, 990px\" \/><\/h4>\n                <\/div>\r\n            <\/div>\r\n\r\n\r\n    \r\n                <\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":4,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-2497","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/www.betterimpact.tv\/VI-trialguide\/wp-json\/wp\/v2\/pages\/2497","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.betterimpact.tv\/VI-trialguide\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.betterimpact.tv\/VI-trialguide\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.betterimpact.tv\/VI-trialguide\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.betterimpact.tv\/VI-trialguide\/wp-json\/wp\/v2\/comments?post=2497"}],"version-history":[{"count":0,"href":"https:\/\/www.betterimpact.tv\/VI-trialguide\/wp-json\/wp\/v2\/pages\/2497\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.betterimpact.tv\/VI-trialguide\/wp-json\/wp\/v2\/media?parent=2497"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}