Difference between revisions of "Volunteers Report"

From Charitylog Manual
Jump to: navigation, search
m
 
(10 intermediate revisions by 2 users not shown)
Line 1: Line 1:
 
[[File:helpheader_small.png|right]]
 
[[File:helpheader_small.png|right]]
  
[[File:MENU_rep_vols.png]]
+
[[File:volunteers_rep.jpg|400px|alt="a screenshot of the volunteers report button highlighted in the report menu."]]
  
 
This report displays information about volunteers on the system, you do need to ensure that the Induction Date field is used on the volunteer records.  To run the report specify the following criteria:
 
This report displays information about volunteers on the system, you do need to ensure that the Induction Date field is used on the volunteer records.  To run the report specify the following criteria:
  
[[File:VR_1.png|border]]
+
[[File:volunteers_rep1.jpg|700px|alt="a screenshot of the reporting field criteria for the volunteer report. This includes a date parameter, notes field, active field."]]
  
 +
* '''Earliest Induction Date''' - Specify the date of the earliest induction to be included on the report.
 +
* '''Latest Induction Date''' - Specify the date of the latest induction to be included on the report.
 +
* '''People/Organisation Category''' - Allows to filter by Person/Organisation categories.  The results will be displayed if the category is matched.
 +
* '''Notes or Description''' - searches the "[[Organisations_and_People#General_Details|Notes/General Description" field on the record.  Only records matching the specified criteria will be displayed.
 +
* '''Active?''' - Specify the active status to be included on the report.
 +
* '''Show Name and Address?''' - Specify if address data is to be included on the report.
  
==Filters==
+
Click 'Display in Browser' to view and print the report or 'Export to Spreadsheet'.
 
 
You can filter the output by:
 
 
 
* '''Earliest/Latest Induction Date''' - this looks at the "Induction Date" field on the volunteer's [[Details Screen]]. You can leave both boxes blank, in which case all Volunteers will be shown, but if you fill in either or both fields, only those that have Induction Dates will be shown.
 
* '''People/Organisation Category''' - from the [[Details Screen]]
 
* '''Notes or Description''' - searches the "Notes/General Description" field on the [[Details Screen]]
 
* '''Active?''' - choose "All", "Active Only" or "Inactive Only" (see [[Active Field]] for information about this field)
 
* '''Show Name and Address?''' - choose whether to hide or show name and address data.
 
 
 
 
 
==Output (with "Show Name and Address" selected)==
 
 
 
[[File:VR_2.png|790px|border]]
 
 
 
 
 
Fields output on the report are:
 
 
 
* Volunteer ID - the system ID number of the volunteer
 
 
 
'''The following fields all come directly from the [[Details Screen]] of the Volunteer:'''
 
 
 
* Name (automatically made up from the "Title", "Forename" and "Surname" fields)
 
* Address lines 1, 2 and 3
 
* Town
 
* County
 
* Postcode
 
* Telephone - the "Main Telephone Number" field
 
* Email - the "Email Address (Main)" field
 
* Induction Date
 
* Category - the "People/Organisation Category" field
 
* Notes - the "Notes/General Description" field
 
* DBS/PVG Certificate No.
 
* DBS/PVG Issued - the date from the "DBS/PVG Issued Date?" field
 
* DBS/PVG Expiry - the date from the "DBS/PVG Expiry Date?" field
 
* Badge no. - the "ID Badge Number"
 
* References - a Y or N, based on data in the "References Taken?" field
 
* DOB - date of birth
 
* Active? - the [[Active Field]]
 
 
 
 
 
==Output (With "Hide Name and Address" selected)==
 
 
 
[[File:VR_3.png|790px|border]]
 
 
 
 
 
The output is the same as above, but the following fields are omitted:
 
 
 
* Name
 
* Address lines 1, 2 and 3
 
* Town
 
* County
 
* Postcode
 
* Telephone
 
* Email
 
 
 
  
 +
[[File:REPS_vols.PNG|800px]]
  
 
----
 
----
[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 11:51, 31 August 2016 (BST)
 
 
[[File:helpheader_small.png|right]]
 
[[File:helpheader_small.png|right]]

Latest revision as of 11:54, 28 March 2024

Helpheader small.png

"a screenshot of the volunteers report button highlighted in the report menu."

This report displays information about volunteers on the system, you do need to ensure that the Induction Date field is used on the volunteer records. To run the report specify the following criteria:

"a screenshot of the reporting field criteria for the volunteer report. This includes a date parameter, notes field, active field."

  • Earliest Induction Date - Specify the date of the earliest induction to be included on the report.
  • Latest Induction Date - Specify the date of the latest induction to be included on the report.
  • People/Organisation Category - Allows to filter by Person/Organisation categories. The results will be displayed if the category is matched.
  • Notes or Description - searches the "[[Organisations_and_People#General_Details|Notes/General Description" field on the record. Only records matching the specified criteria will be displayed.
  • Active? - Specify the active status to be included on the report.
  • Show Name and Address? - Specify if address data is to be included on the report.

Click 'Display in Browser' to view and print the report or 'Export to Spreadsheet'.

REPS vols.PNG


Helpheader small.png