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Reviewing Registration Track Data

How Amplify Site Managers review Registration Track data

Brittany Crow avatar
Written by Brittany Crow
Updated over a week ago

Heads up! This article is only intended for Amplify Site Managers. Center and Sustain sites do not have Registration Tracks.

By the end of this article, you will be able to:

  • Filter and review volunteer Track data.

  • Understand Track status meanings.

  • Export both Track and user-specific Track data for reporting.

Reviewing Track Data

Track data can be filtered directly from your user list to review volunteer progress and qualification statuses.

  1. Go to Volunteerism > Users.

  2. Click User Filter.

  3. Select the Volunteer filter.

  4. Select either Track Status or Track Qualified.

  5. Make any additional necessary filter selections. For example, when you select Track Status, you can select the Track you want to see data for and check if it's finished, missing qualifications, not started, etc.

  6. Click Submit. Now you can review the current status for the Tracks you want data for!

Here's a breakdown of what the different track statuses mean:

Track Status

Description

Track finished and qualified

The volunteer completed all required steps, and all qualifications are marked Qualified.

Track finished but missing qualifications

The volunteer completed the Track steps, but has pending or unqualified items.

Track not started

The volunteer hasn’t started the Track yet. Tracks begin when volunteers complete the first step or registration form.

Track started but not finished

The volunteer began the Track but hasn’t completed the final step.

You can export this data to a CSV! Once you've applied all of the filters you want to, click Export Users from the Select An Action dropdown.

Exporting Track Data

  1. Go to Volunteerism > Tracks.

  2. Click Export. Data for your active Tracks is exported to a CSV file.

Exporting User Track Data

  1. Go to Volunteerism > Tracks.

  2. Select the Volunteer Lists tab.

  3. Use the Tracks dropdown to select the Track you need.

  4. Click Export. Your User Data for that Track is exported to a CSV file.

FAQ

Q. Does exporting include both active and inactive Tracks?
A. No. Only active Tracks appear in the main export. To include inactive ones, activate them first before exporting.

Q. Can I customize which Track fields appear in the export?
A. Not at this time. The CSV includes all standard Track and volunteer data automatically.

Q. Are Track exports available to Program Managers?
A. Only Site Managers can export Track data. Program Managers can view volunteer details within their assigned Programs but cannot export full Track reports.

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