❖ Heads up! This article is only intended for Site Managers.
By the end of this article, you will be able to:
Understand what “active” means for a volunteer account
Identify signs of true engagement vs. simple account access
Use filters, reports, and profiles to review volunteer activity
Volunteer engagement plays a key role in meeting your organization’s goals. Your site provides multiple ways to evaluate how active volunteers are.
What “Active” Means
When a volunteer registers, their status is set to Active.
Active means:
The volunteer has access to your site
The account is not disabled
Active does not mean:
The volunteer is regularly logging in
The volunteer has responded to Opportunities
The volunteer has completed all profile requirements
An account can be Active even if the volunteer:
Has not completed required Prerequisites/Qualifications
Has not completed a Registration Track (if enabled)
Has not fully completed their profile
Why a Volunteer May Not Be Engaging
Common reasons include:
Incomplete Prerequisites/Qualifications
A volunteer may need to:
Submit a Prerequisite/Qualification
Receive approval before responding
To review qualification status:
Volunteerism > Users > User Filter > Volunteer > Qualification > [Status] > [Qualification Name]
Incomplete Registration Track (If Enabled)
Registration Tracks are available on:
Amplify sites
Center sites with Activate: Disaster Dashboard enabled
You can:
Review progress from the user’s profile
Use the Tracks area
Select Hide Complete to view users with outstanding items
If you do not see Tracks, your site does not have this feature enabled.
Incomplete Profile Information
Volunteers may skip steps during registration (especially via Check-In Kiosk).
To review profile completion:
Volunteerism > Users > [User Name]
Check:
Basic Info
Prerequisites/Qualifications
Registration Questions
Background Checks (if applicable)
Age-Restricted Waivers
If using Adult-Only waivers:
Minor volunteers cannot respond to those Opportunities
Recommendation:
Use Adults and Minors waiver type if minors participate regularly
Use Adult-Only waivers only when necessary
How to Check Volunteer Activity
You can evaluate activity using:
User Filter
Reports
Individual user profiles
Using the User Filter
Access the User Filter
Go to
Volunteerism > Users.Click User Filter.
Filter by Date Last Logged In
Path:
Volunteerism > Users > User Filter > User Data > Date Last Logged In > after/before/on > [Date]
Use this filter to:
Identify volunteers who have not logged in recently
Segment users for re-engagement outreach
If a volunteer hasn't logged on in a while, consider sending them a friendly email with available Needs or Opportunities that match their skills.
User Need or Opportunity Response
Path:
Volunteerism > Users > User Filter > Volunteer > User Need/Opportunity Response > Greater than / Is equal to / Less than > [Number]
Examples:
Engaged users:
Greater than > 0Never responded:
Is equal to > 0
Filter by Specific Need/Opportunity Response
Path:
Volunteerism > Users > User Filter > Volunteer > Need/Opportunity Response > has responded to / on waitlist for > [Need/Opportunity]
Use this to:
Follow up with participants
Review engagement for a specific Opportunity
Filter by User Status
Path:
Volunteerism > Users > User Filter > User Data > User Status > is / is not > Active / Imported / Inactive / Pending
Reminder:
Active means the volunteer has access to the site.
It does not indicate engagement level.
Filter by Date Updated
Path:
Volunteerism > Users > User Filter > User Data > Date Updated > after/before/on > [Date]
Use this to:
Identify recently modified accounts
Review new or recently updated profiles
Using Reports to Measure Activity
Path:
Reports
Apply additional filters within each report as needed (e.g., Date Range, Agency/Program, Need/Opportunity).
You can export any of these reports to a CSV file for tracking and reporting purposes!
Reports for Volunteer Hours
Located under:
Reports > [Hours-Related Report Category]
Common reports:
Volunteer Hours Logged
Volunteer Hours Summary
Data Explorer — Hours
Shift Attendance
Reports for Volunteer Engagement
Located under:
Reports > [User or Opportunity Category]
Common reports:
Data Explorer — Responses
Repeat Volunteerism User List
Top 50 Volunteers
Reviewing an Individual Profile
Edit and Review a Profile
Path:
Volunteerism > Users > [User Name]
Review:
Basic Info
Prerequisites/Qualifications
Registration completion
Assume a User’s Identity
From the Users table:
Path:
Volunteerism > Users > Options (arrow icon) > Assume the Identity of This User
From the Edit User page:
Path:
Volunteerism > Users > [User Name] > Assume User
