Volunteers Report

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Location in standard build: Volunteering Options > Volunteering Reports > Volunteers Report

The Volunteers Report shows data about Volunteers.

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Filters

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)

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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)

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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



Rob Kay - manual author (talk) 11:51, 31 August 2016 (BST)

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