Difference between revisions of "Volunteer Time Report"

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[[File:helpheader_small.png|right]]
 
[[File:helpheader_small.png|right]]
  
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''Location in standard build:'' '''''Volunteering Options > Volunteering Reports > Volunteer Time Report'''''
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[[File:vol_time.jpg|250px|alt="a screenshot of the volunteer time report button from the report menu."]]
  
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'''Please note - this page uses the word "Volunteers" throughout, but Job Cards can be used to assign Staff as well as Volunteers. Similarly, "Client" is used in this guide, but Staff or Volunteers can be assigned to any organisation/person Type, even other Staff or Volunteers.'''
 
  
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The Volunteer Time Report shows time entered using Timesheet Records. Details of the "work done" text entered on each Job Card are shown on the reporting output.
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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:
  
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[[File:VTR_1.png|border]]
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[[File:vol_time1.jpg|700px|alt="a screenshot of the volunteer time report criteria fields."]]
  
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* '''Start date''' - Specify the starting date of the report period.
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* '''End date''' - Specify the end date of the report period.
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* '''All Job Cards, Incomplete Only, Completed Only?''' - This filters based on the Job Card status.
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* '''Show Job Cards / Timesheets?'''
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* '''Just Job Cards''' - Includes details of only the Job Cards in that period.
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* '''Job Cards and individual Timesheets''' - Includes Job Cards and Timesheets entries in the date period.
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* '''Job Cards with no timesheets''' - Displays Job Cards that have had no timesheets entries added to them.
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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.
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* '''Project''' - Select the Project that you wish to report on.
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* '''Volunteer, Staff Member or Carer''' - Allows you to report on all or an individual Staff member/Volunteer.
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* '''List Order''' -Specifies the display order of the report results.
  
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==Filters==
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Click 'Display in Browser' to view the report on screen (allows printing) or 'Export to Spreadsheet'.
  
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You can filter the output by:
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[[File:vol_time2.jpg|900px|alt="a screenshot of the volunteer time report results."]]
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* '''Start date and end date''' - enter a range of dates; the system will return all Job Cards where:
 
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** the "Start Date" field on the Job Card is between these dates (If you pick "Incomplete Only" below;
 
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** the "Completed Date" field on the Job Card is between these dates (if you pick "Complete Only" below;
 
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** either of the above (if you pick "All Job Cards" below)
 
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* '''Project''' - the Project of the Job Card's linked Referral
 
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* '''Volunteer or StaffMember orCarer''' - the Volunteer on the Job Card
 
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* '''Summary or Detail?''' - choose output format (see below)
 
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* '''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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* '''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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==Reporting output (Summary version)==
 
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If you choose "Summary" in the "Summary or Detail" field, the output is simple time totals, as shown.
 
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[[File:VTR_2.png|border]]
 
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==Reporting output (Detailed version)==
 
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If you choose "Detail" in the "Summary or Detail" field, the output is a table format, showing details of individual timesheets.
 
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[[File:VTR_3.png|790px|border]]
 
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* If a job card exists but there are no timesheets associated with it, then a "No Time Records" message will be shown.
 
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* 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)
 
 
[[File:helpheader_small.png|right]]
 
[[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
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