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Volunteer History Report - Across All Projects

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The Volunteer History report allows an administrator or organizer to obtain a detailed reporting of all past volunteer assignments across all projects. 

The report includes:

  • Date
  • Project
  • Site/Branch/Location
  • Type
  • Need
  • Assignee
  • Pledged  (A normal sign-up has "1" pledged volunteer and a group sign-up is any number above "1")
  • Fulfilled (For shifts that require “Check In” or “Check In and Out”, a shift is not considered “Fulfilled” until the volunteer checks in. At that juncture the “Fulfilled” value goes from 0 to 1. Volunteer History with Fulfilled=0 means the volunteer was absent. )
  • Hours
  • Description (from self-reported hours)
  • Manually Reported
  • Email
  • Active Credentials
  • Home Address
  • Mobile
  • Home Telephone
  • Organization
  • Age
  • Status

NOTE: This report also allows the ability to add additional contact information, such as Primary or Desired Volunteer Sites, to be view-able onscreen as well as via export. These additional contact information fields determined during your setup period display on the Volunteer Credentials, Volunteer History, Assignment Roster, and Project Organizer 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 live chat with us now or submit a support ticket. Adding additional contact information fields is included in certain subscriptions and can also be implemented via hourly professional services.

 

Running the Report

  1. Log into your VolunteerMatters system with the proper security access role(s) and then click on Projects. 

    Home_Projects_01.png

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

    vol_history_cross_projects_01.png


  3. This opens the "Volunteer History" page (across projects).  Displayed onscreen is a tabular list of all volunteer history from the last 30 days across all projects.  

    vol_history_cross_projects_02.png

    It displays fields listed above along with any additional contact information configured by VolunteerMatters support for your organization.  You can toggle the + sign to expand the information for each history record.  


  4. The administrator/organizer can then filter the results via:

    • Sites - The different sites/branches/locations in your system.
    • Project Tags - The project tags created.  Includes both Admin and Public tags. Click for more information.
    • Need Types - Include Shifts, Positions, Tasks, and/or Items in the search.
    • History On or After Date - Defaults to one month prior to today's date.
    • History Before Date - Defaults to today's date.

      vol_history_cross_projects_03.png

      They can also use the search box to further filter the onscreen results by matching any of the information on each history records.  Including whether or not the record was manually reported, the volunteer was absent, credential names, assignee name, project, additional contact field, etc.. 

      For self-reported hours on a position, they will have "True" for the "Manually Reported" built-in field. This field designates whether the record in the report is from a self-reported hour or not. This will allow an administrator or organizer to use the search box to either filter out or only include those types of hours if desired. An administrator or organizer can then utilize the “Search/Filter” box and enter:

      manuallyreported=true
      manuallyreported=false

      This will search/filter for the value in that column and produce those assignments that meet the different criteria.

      vol_history_cross_projects_04.png

      You can also view and export a report of those volunteers who did not attend their shifts to allow an administrator or organizer to quickly provide attendance statistics with the “Fulfilled” column. For shifts that require “Check In” or “Check In and Out” a shift is not considered “Fulfilled” until the volunteer checks in.  At that juncture the “Fulfilled” value goes from 0 to 1. An administrator or organizer can then utilize the “Search/Filter” box and enter:

      fulfilled=0
      fulfilled=1

      This will search/filter for a value in that column and produce those shifts that have not been fulfilled.

      vol_history_cross_projects_05.png


  5. The administrator/organizer 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. Organizers will only be able to click through to projects they have been specifically assigned to.

 


This report is also available on a per project and per contact basis.

 

 

 

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