Lesson Nine – Reporting

Now you’re more familiar with the system and you’ve completed a few opportunities successfully, it might be time to do some reporting on your volunteer base. Reporting can be an effective way to keep track of your volunteer management programme and how your volunteers are getting on.

Tasks

  1. Create a basic report (e.g. based on a characteristic such as gender/ethnicity/age).
  2. Submit a request for a custom report.

The Process

Task 1

Step One
Go to ‘Reporting’.

Step Two 
Click ‘Reports & Analysis’. 

Step Three 
Go to ‘Volunteers’. 

Step Four 
Select a date range and data set then click ‘Download CSV’.

Task 2

Step One
Go to ‘Help & Support’. 

Step Two 
Click ‘Support Tickets’. 

Step Three 
Click ‘Create New Ticket’. 

Step Four 
Fill in the required fields and upload a CSV data set of the report you wish to create.

Click below to go to the Workbook Summary

Workbook Summary

    

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