❖ Heads up! This article is only intended for Shift Site Admins.
We know how crucial reporting is to your mission. With the Reporting area, you can quickly find the data you need when you need it. Here you can see a snapshot of your volunteers' contributions for the month. Want a more detailed view? We've got it covered! You can see detailed reports about your hours, opportunity attendance, member data, shifts, and registrations!
Reporting Area
You can access your reports from your main menu!
Here you see a snapshot of your hours, shifts filled, and new members for the month.
Running Reports
To run a report, select the start and end dates you want the report to cover and click Run report.
Filter and Export Reports
Each of your reports and data tables can be filtered and sorted before you export them. Your options for filtering and sorting change depending on which report or data table you're reviewing. For example, you can filter your Hours Report and Opportunity Attendance report by opportunity or tag, but the Members report doesn't have the filter by tag option.
Filtering and Sorting
You can filter reports by member, opportunity, or tag:
You can also sort your reports:
Data table columns can be sorted as well:
Exporting Data
Once you've filtered and sorted the information you need, you can then export that data! Exporting options are also different depending on the report or data table. You can select or deselect which columns you want to include in your export and click Export. The report is sent to your email when it's done.
Reports Glossary
Reports
Report | Description |
Hours Report | Here you can view who has submitted hours and to which opportunity. The report includes member information, opportunity details, and the number of hours submitted. This report is great for seeing the impact your volunteers are making in your community! |
Opportunity Attendance | Here, you can review your opportunity attendance report! The report includes how many shifts are assigned to those opportunities within that specified time period, their capacity, and attendance data, etc. Use this report to determine which opportunities are being filled and which may need attention. |
Members Report | Here you can see which members are attending shifts and submitting hours! It also shows you when the member joined your site. Use this report to see who your top volunteer contributors are! |
Full Data Tables
Data Table | Description |
Members | Here, you can review a full list of the members on your site. This includes their contact information, role, and date they joined. |
Shifts | Here you can review details about your scheduled shifts, including their start and end date and time, capacity, and status! |
Registrations | Here you can see who is registered for an opportunity shift and all of the details about that shift! You can also see if the member attended the opportunity. |
Hour Entries | Here you can see who has submitted hours for your site, how many hours they've submitted, and details about the opportunity.
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