Difference between revisions of "Waiting List Report"

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The waiting list report displays details of client that have been placed on the waiting list for either the project or a particular volunteer.  The waiting list is managed when using the Assign Staff/Volunteer option on [[Record A Contact]].  To run the report complete the following:
 
The waiting list report displays details of client that have been placed on the waiting list for either the project or a particular volunteer.  The waiting list is managed when using the Assign Staff/Volunteer option on [[Record A Contact]].  To run the report complete the following:
  
[[File:vol_waiting1.jpg|700px|alt="a screenshot of the volunteer waiting report criteria entry fields. This includes a date range, project selection, and record type."]
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[[File:vol_waiting1.jpg|700px|alt="a screenshot of the volunteer waiting report criteria entry fields. This includes a date range, project selection, and record type."]]
  
 
* '''Date for the report''' - This is the starting date of the reporting period.
 
* '''Date for the report''' - This is the starting date of the reporting period.

Latest revision as of 11:46, 28 March 2024

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"a screenshot the volunteer waiting list report button in the reports menu."

The waiting list report displays details of client that have been placed on the waiting list for either the project or a particular volunteer. The waiting list is managed when using the Assign Staff/Volunteer option on Record A Contact. To run the report complete the following:

"a screenshot of the volunteer waiting report criteria entry fields. This includes a date range, project selection, and record type."

  • Date for the report - This is the starting date of the reporting period.
  • End date - The end date of the reporting period.
  • Project - Specify all projects or a specific project.
  • Volunteer / Staff Member - Specify All or a specific person. If a service user has been added to general waiting list for the project then you need to select all to include them.
  • Order by - Select the required display order.

Click 'Display in browser' to view and print the report or 'Export to Spreadsheet'.

Rep volwaiting.PNG


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