Difference between revisions of "Volunteer Time Report"
From Charitylog Manual
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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.''' | '''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.''' | ||
| − | The Volunteer Time Report shows time entered using Timesheet Records on | + | 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. |
[[File:VTR_1.png|border]] | [[File:VTR_1.png|border]] | ||
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** either of the above (if you pick "All Job Cards" below) | ** 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 |
| + | * '''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) | * '''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) | * '''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)== | ||
| + | |||
| + | 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|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. | ||
| + | |||
| + | |||
| + | ---- | ||
| + | [[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 12:33, 31 August 2016 (BST) | ||
| + | [[File:helpheader_small.png|right]] | ||
Revision as of 11:33, 31 August 2016
Location in standard build: Volunteering Options > Volunteering Reports > Volunteer Time Report
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.
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.
Filters
You can filter the output by:
- Start date and end date - enter a range of dates; the system will return all Job Cards where:
- the "Start Date" field on the Job Card is between these dates (If you pick "Incomplete Only" below;
- the "Completed Date" field on the Job Card is between these dates (if you pick "Complete Only" below;
- either of the above (if you pick "All Job Cards" below)
- 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.
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.
- 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)
