{"id":5924,"date":"2020-05-07T14:12:20","date_gmt":"2020-05-07T13:12:20","guid":{"rendered":"http:\/\/teamkinetic.co.uk\/blog\/?p=5924"},"modified":"2020-05-14T14:20:28","modified_gmt":"2020-05-14T13:20:28","slug":"gswl9-reporting","status":"publish","type":"post","link":"https:\/\/teamkinetic.co.uk\/blog\/2020\/05\/gswl9-reporting\/","title":{"rendered":"Getting Started with TeamKinetic: Lesson Nine &#8211; Reporting"},"content":{"rendered":"\n<p><span style=\"font-weight: 400;\">Now you\u2019re more familiar with the system and you\u2019ve 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.<\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Tasks<\/h2>\n\n\n\n<ol class=\"wp-block-list\"><li>Create a basic report (e.g. based on a characteristic such as gender\/ethnicity\/age). <\/li><li>Submit a request for a custom report.<\/li><\/ol>\n\n\n\n<h2 class=\"wp-block-heading\"><span style=\"color:#111\" class=\"tadv-color\">The Process<\/span><\/h2>\n\n\n\n<iframe src=\"https:\/\/embed.fleeq.io\/l\/u0d2ugd0zk-xz57znow3m\" frameborder=\"0\" allowfullscreen=\"true\" style=\"width:500px; height: 375px;\"><\/iframe>\n\n\n\n<h3 class=\"wp-block-heading\">Task 1<\/h3>\n\n\n\n<p><span style=\"color: #000000;\"><strong>Step One<\/strong><\/span><br>Go to &#8216;Reporting&#8217;.<\/p>\n<p><span style=\"color: #000000;\"><strong>Step Two&nbsp;<\/strong><\/span><br>Click &#8216;Reports &amp; Analysis&#8217;.&nbsp;<\/p>\n<p><span style=\"color: #000000;\"><strong>Step Three&nbsp;<\/strong><\/span><br>Go to &#8216;Volunteers&#8217;.&nbsp;<\/p>\n<p><span style=\"color: #000000;\"><strong>Step Four&nbsp;<\/strong><\/span><br>Select a date range and data set then click &#8216;Download CSV&#8217;.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Task 2<\/h3>\n\n\n\n<iframe src=\"https:\/\/embed.fleeq.io\/l\/vojclebgl3-9v17q9ol5r\" frameborder=\"0\" allowfullscreen=\"true\" style=\"width:500px; height: 375px;\"><\/iframe>\n\n\n\n<p><span style=\"color: #000000;\"><strong>Step One<\/strong><\/span><br>Go to &#8216;Help &amp; Support&#8217;.&nbsp;<\/p>\n<p><span style=\"color: #000000;\"><strong>Step Two<\/strong>&nbsp;<\/span><br>Click &#8216;Support Tickets&#8217;.&nbsp;<\/p>\n<p><span style=\"color: #000000;\"><strong>Step Three<\/strong>&nbsp;<\/span><br>Click &#8216;Create New Ticket&#8217;.&nbsp;<\/p>\n<p><span style=\"color: #000000;\"><strong>Step Four<\/strong>&nbsp;<\/span><br>Fill in the required fields and upload a CSV data set of the report you wish to create.<\/p>\n\n\n\n<div class=\"wp-block-button alignleft\"><a class=\"wp-block-button__link has-background\" href=\"https:\/\/teamkinetic.co.uk\/blog\/2020\/05\/07\/gswl8-communicating-with-volunteers\/\" style=\"background-color:#0572b7\">Lesson Eight<\/a><\/div>\n\n\n\n<div class=\"wp-block-button alignright\"><a class=\"wp-block-button__link has-background\" href=\"https:\/\/teamkinetic.co.uk\/blog\/2020\/05\/07\/getting-started-workbook-end\/\" style=\"background-color:#0572b7\">End of Workbook Notes<\/a><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Tasks Create a basic report (e.g. based on a characteristic such as gender\/ethnicity\/age). Submit a request for a custom report. The Process Task 1 Task 2<\/p>\n","protected":false},"author":13,"featured_media":5857,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","footnotes":"","jetpack_publicize_message":"","jetpack_is_tweetstorm":false,"jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":false,"jetpack_social_options":{"image_generator_settings":{"template":"highway","enabled":false}}},"categories":[359],"tags":[360,96,161,231,178,99,145],"class_list":["post-5924","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-getting-started-workbook","tag-teamkinetic-workbook","tag-volunteer-management","tag-volunteer-management-software","tag-volunteer-management-software-uk","tag-volunteer-management-system","tag-volunteer-software","tag-volunteer-system"],"jetpack_publicize_connections":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.10 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\r\n<title>Getting Started with TeamKinetic: Lesson Nine - Reporting - TeamKinetic<\/title>\r\n<meta name=\"description\" content=\"Now you\u2019re more familiar with the system and you\u2019ve completed a few opportunities successfully, it might be time for some reporting!\" \/>\r\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\r\n<link rel=\"canonical\" href=\"https:\/\/teamkinetic.co.uk\/blog\/2020\/05\/gswl9-reporting\/\" \/>\r\n<meta property=\"og:locale\" content=\"en_GB\" \/>\r\n<meta property=\"og:type\" content=\"article\" \/>\r\n<meta property=\"og:title\" content=\"Getting Started with TeamKinetic: Lesson Nine - Reporting - TeamKinetic\" \/>\r\n<meta property=\"og:description\" content=\"Now you\u2019re more familiar with the system and you\u2019ve completed a few opportunities successfully, it might be time for some reporting!\" \/>\r\n<meta property=\"og:url\" content=\"https:\/\/teamkinetic.co.uk\/blog\/2020\/05\/gswl9-reporting\/\" \/>\r\n<meta property=\"og:site_name\" content=\"TeamKinetic\" \/>\r\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/TeamKineticUK\" \/>\r\n<meta property=\"article:author\" content=\"https:\/\/www.facebook.com\/TeamKineticUK\" \/>\r\n<meta property=\"article:published_time\" content=\"2020-05-07T13:12:20+00:00\" \/>\r\n<meta property=\"article:modified_time\" content=\"2020-05-14T13:20:28+00:00\" \/>\r\n<meta property=\"og:image\" content=\"https:\/\/teamkinetic.co.uk\/blog\/wp-content\/uploads\/2020\/04\/Getting-Started-With-TK-Workbook.png\" \/>\r\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\r\n\t<meta property=\"og:image:height\" content=\"628\" \/>\r\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\r\n<meta name=\"author\" content=\"Alex Evans\" \/>\r\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\r\n<meta name=\"twitter:creator\" content=\"@TeamKineticUK\" \/>\r\n<meta name=\"twitter:site\" content=\"@TeamKineticUK\" \/>\r\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Alex Evans\" \/>\n\t<meta name=\"twitter:label2\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\r\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/teamkinetic.co.uk\/blog\/2020\/05\/gswl9-reporting\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/teamkinetic.co.uk\/blog\/2020\/05\/gswl9-reporting\/\"},\"author\":{\"name\":\"Alex Evans\",\"@id\":\"https:\/\/teamkinetic.co.uk\/blog\/#\/schema\/person\/0bdc205b65fdfc831dcdf837a45f8ea2\"},\"headline\":\"Getting Started with TeamKinetic: Lesson Nine &#8211; 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