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Reporting on Organizers in VolunteerMatters

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Contacts with the "Organizer" role, once assigned to a project, have almost full control over the project configuration.  Administratively they can do most everything on the project except copy the project, delete the project, or manage Organizers on the project.

An "Administrator" can report on "Organizers" in VolunteerMatters via the following methods:

  • "Site User Counts" from the Contact Dashboard.
  • The "Project Organizer" report across all projects.
  • The Project Setup's "Project Organizer" panel.

 

"Site User Counts" from the Contact Dashboard

  1. Log into your VolunteerMatters system with the Administrator access role and then click on Contacts. 

  2. Then click on the "Dashboard". 


    Contacts_Dashboard.jpg


  3. This opens the "Contacts Dashboard" which is a high level view of the contacts and site user records in the system for administrators.  This also includes a panel called "Site User Role Counts" which features the number of contacts in the system with Administrator and Organizer site user roles. 


    Contacts_Dashboard_Site_User.jpg


  4. An administrator can then click through the number for "Organizers".  This will open the "Administrators and Organizers" page filtered by "Organizers" and display a tabular list of contacts in the system with the "Organizer" site user record security role.  


    Contacts_Dashboard_Site_User_2.jpg

  5. The administrator can either export this information or click-through the contact name to access the contact record in question. 



The "Project Organizer" report across all projects

  1. Log into your VolunteerMatters system with the Administrator access role and then click on Projects. 

  2. Click the "Reports" drop-down button (Project_Reports_Image_Button.jpg) and select "Project Organizers". 


    Projects_Organizers.jpg


  3. This opens the "Project Organizers" page.  Displayed onscreen is a tabular list of all project organizers and the projects they are assigned to.


    Projects_Organizers_2.jpg


    It displays Project name, Branch/Site, Organizer (contact), Project Organizer Email notification setting, and Email address.  Also available are the additional contact information fields determined during your setup period that display on the Volunteer Credentials, Volunteer History, and Assignment Roster reports. By default each VolunteerMatters system will come with Mobile Telephone, Organization, Age, and Status fields included. If your organization is interested in adding additional contact fields to these reports please contact support. Adding additional contact information fields is included in certain coaching setup packages and can also be implemented via hourly professional services.

  4. The administrator can either export this information or click-through the project name to the project dashboard or the contact name to access the contact record in question. 

 

 

The Project Setup's "Project Organizer" panel

 

  1. Log into your VolunteerMatters system with the Administrator access role and then click on Projects.

  2. On the project you wish to view the Organizers, click the "Setup" button (Project_Setup_Image_Button.jpg).

    Project_Setup_Image_1.jpg

    You can also click the on the "Dashboard" button (dashboard.jpg) which will open the "Project Dashboard" page.  The Project Dashboard provides a high level view of project analytics and data. Then on the "Project Dashboard" click the "Manage" drop-down button (Manage.jpg) and select "Setup".  Both will take you to the same place. 


    Project_Setup_Image_2.jpg

  3. Both methods above then will open up the "Project Setup" page.  On the bottom right-hand side will be the "Project Organizers" panel. Here you can view current organizers on the project and their project email notification settings.  As well as add/remove organizers on the project. 

    Projects_Organizers_4.jpg

    The administrator can export this information if desired. 
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