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Stock Reports Your Volgistics account comes with a series of standard, ready to run reports called “stock” reports. These reports meet the common reporting needs of many volunteer programs, however they are not the only reports you can print. In addition to stock reports, you can customize your own Volgistics reports. In order to be sure the stock reports are always available and work as they were originally designed, they have these limitations:
Stock reports are handy because they’re already setup and ready to run, but you’re not required to use them if you choose not to. If there’s a stock report that’s not quite what you need but it’s close, you can customize your own report with the changes you want, without altering the original stock report. Stock report samples Address labels Awards Batch report Excel spread sheet Labels Name tags Service details Service summary Volunteer List To print a stock report: 1. Choose Print from the menu. 2. Click on the kind of report you want to print. For example, click “Volunteer List” if you want to print a list of volunteers. 3. Click on the name of the stock report you want to print. Stock reports are those that include “(stock)” in the report name. You can also tell which reports are stock reports by the orange page icon that appears next to the report name, as shwon here:  4. Once you choose the stock report you want to print, Volgistics asks if you want to “Print it,” “Modify it,” or see an “Example” of it, as shown below. Click Print it.  5. Use the Include window to choose which records you want to include on the report. Once you selected the records you want to include click Start printing. Note: If the Start printing button appears disabled, you have not checked any of the checkboxes under “Which volunteers do you want to include in this report?” Check at least one of these checkboxes to continue. 6. Volgistics begins preparing your report as soon as you click Start Printing. When it’s complete, Volgistics delivers your report to your Volgistics mailbox. See How reports print for more information. To change the appearance of a stock report While you cannot change the kinds of data that appear in a stock report, you can change its appearance, cosmetically. To change the appearance of a stock report: 1. Choose Print from the menu. 2. Click on the kind of report you want. For example, click “Volunteer List” if you want to change the appearance of a volunteer list report. 3. Click on the name of the stock report you want to change. 4. Click the Modify it button. This opens the Page Design window. 5. Use the Page Design window to change the appearance of the report. 6. Click the Save button to save your changes. Changes you make to the Page Design for a stock report will appear for everyone who uses the report in your Volgistics account. |
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Printable view Help topic 2104 Added or revised 03-13-2006 |