Difference between revisions of "Volunteer Time Report"

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[[File:MENU_rep_vol_time.PNG]]
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[[File:vol_time.jpg|250px|alt="a screenshot of the volunteer time report button from the report menu."]]
  
  
 
The Volunteer Time Report displays Staff and Volunteer time that has been recorded on timesheets for Staff/Volunteer Job Cards.  To run the report complete the following:
 
The Volunteer Time Report displays Staff and Volunteer time that has been recorded on timesheets for Staff/Volunteer Job Cards.  To run the report complete the following:
  
[[File:VTR_1.png|border]]
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[[File:vol_time1.jpg|700px|alt="a screenshot of the volunteer time report criteria fields."]]
  
 
* '''Start date''' - Specify the starting date of the report period.
 
* '''Start date''' - Specify the starting date of the report period.
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* '''Show Job Cards / Timesheets?'''
 
* '''Show Job Cards / Timesheets?'''
 
* '''Just Job Cards''' - Includes details of only the Job Cards in that period.
 
* '''Just Job Cards''' - Includes details of only the Job Cards in that period.
* '''Job Cards and individual Timesheets''' - Includes  
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* '''Job Cards and individual Timesheets''' - Includes Job Cards and Timesheets entries in the date period.
* '''Project''' - the Project of the Job Card's linked Referral
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* '''Job Cards with no timesheets''' - Displays Job Cards that have had no timesheets entries added to them.
* '''Volunteer or StaffMember orCarer''' - the Volunteer on the Job Card
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* '''Report by which date?''' - Allows you to select how the dates are reported in reference to the job card and timesheets.
* '''Summary or Detail?''' - choose output format (see below)
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* '''Project''' - Select the Project that you wish to report on.
* '''All Job Cards, Incomplete Only, Completed Only?''' - taken from the "Completed Date" field on the Job Card (Job Cards with a date entered here are taken to be complete)
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* '''Volunteer, Staff Member or Carer''' - Allows you to report on all or an individual Staff member/Volunteer.
* '''List Order''' - choose from listing by Job Card number, Client (alphabetical by surname), Staff/Volunteer (alphabetical by surname), or Postal Districts (District of the relevant organisation/person)
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* '''List Order''' -Specifies the display order of the report results.
  
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Click 'Display in Browser' to view the report on screen (allows printing) or 'Export to Spreadsheet'.
  
==Reporting output (Summary version)==
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[[File:vol_time2.jpg|900px|alt="a screenshot of the volunteer time report results."]]
 
 
If you choose "Summary" in the "Summary or Detail" field, the output is simple time totals, as shown.
 
 
 
[[File:VTR_2.png|border]]
 
 
 
 
 
==Reporting output (Detailed version)==
 
 
 
If you choose "Detail" in the "Summary or Detail" field, the output is a table format, showing details of individual timesheets.
 
 
 
[[File:VTR_3.png|790px|border]]
 
 
 
 
 
* If a job card exists but there are no timesheets associated with it, then a "No Time Records" message will be shown.
 
* If a job card has more than one timesheet associated with it, these will be shown on separate lines.
 
  
  
 
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[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 12:33, 31 August 2016 (BST)
 
 
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[[File:helpheader_small.png|right]]

Latest revision as of 15:52, 25 March 2024

Helpheader small.png

"a screenshot of the volunteer time report button from the report menu."


The Volunteer Time Report displays Staff and Volunteer time that has been recorded on timesheets for Staff/Volunteer Job Cards. To run the report complete the following:

"a screenshot of the volunteer time report criteria fields."

  • Start date - Specify the starting date of the report period.
  • End date - Specify the end date of the report period.
  • All Job Cards, Incomplete Only, Completed Only? - This filters based on the Job Card status.
  • Show Job Cards / Timesheets?
  • Just Job Cards - Includes details of only the Job Cards in that period.
  • Job Cards and individual Timesheets - Includes Job Cards and Timesheets entries in the date period.
  • Job Cards with no timesheets - Displays Job Cards that have had no timesheets entries added to them.
  • Report by which date? - Allows you to select how the dates are reported in reference to the job card and timesheets.
  • Project - Select the Project that you wish to report on.
  • Volunteer, Staff Member or Carer - Allows you to report on all or an individual Staff member/Volunteer.
  • List Order -Specifies the display order of the report results.

Click 'Display in Browser' to view the report on screen (allows printing) or 'Export to Spreadsheet'.

"a screenshot of the volunteer time report results."



Helpheader small.png