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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The Volunteer Time Report shows time entered using Timesheet Records on '''complete Job Cards only'''.
 
  
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[[File:VTR_1.png|border]]
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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:vol_time1.jpg|700px|alt="a screenshot of the volunteer time report criteria fields."]]
  
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==Filters==
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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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You can filter the output by:
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Click 'Display in Browser' to view the report on screen (allows printing) or 'Export to Spreadsheet'.
  
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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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[[File:vol_time2.jpg|900px|alt="a screenshot of the volunteer time report results."]]
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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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[[File:helpheader_small.png|right]]
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* '''Staff or Volunteer Member or Carer''' - the Volunteer on the Job Card
 
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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)
 

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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