Difference between revisions of "Volunteer Time Report"

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[[File:MENU_rep_vol_time.PNG]]
 
[[File:MENU_rep_vol_time.PNG]]
  
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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:
  
 
[[File:VTR_1.png|border]]
 
[[File:VTR_1.png|border]]
  
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* '''Start date''' - Specify the starting date of the report period.
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==Filters==
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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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You can filter the output by:
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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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* '''Start date and end date''' - enter a range of dates; the system will return all Job Cards where:
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* '''Job Cards and individual Timesheets''' - Includes
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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)
 
 
* '''Project''' - the Project of the Job Card's linked Referral
 
* '''Project''' - the Project of the Job Card's linked Referral
 
* '''Volunteer or StaffMember orCarer''' - the Volunteer on the Job Card
 
* '''Volunteer or StaffMember orCarer''' - the Volunteer on the Job Card

Revision as of 12:42, 29 October 2018

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File:MENU rep vol time.PNG


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

  • 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
  • Project - the Project of the Job Card's linked Referral
  • Volunteer or StaffMember orCarer - the Volunteer on the Job Card
  • Summary or Detail? - choose output format (see below)
  • 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)
  • 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)


Reporting output (Summary version)

If you choose "Summary" in the "Summary or Detail" field, the output is simple time totals, as shown.

File:VTR 2.png


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.

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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.
  • If a job card has more than one timesheet associated with it, these will be shown on separate lines.


Rob Kay - manual author (talk) 12:33, 31 August 2016 (BST)

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