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Help topic: Excel Spread Sheet Reports

Use Excel Spread Sheet reports to create spread sheet files that contain some or all of your volunteer information. You receive spread sheet files in your Volgistics Mailbox, the same way you do other reports. You can open Excel spread sheet files in Microsoft Excel (using Excel97 or later), or any other programs that support the current XLS file format.

With Excel spread sheet files you can

Modify, format, or add information and then print from Excel or other programs that use the XLS file format

Include information from your spread sheet in other word processing or Microsoft Office documents

Save copies of your information on your own computer as an external backup

Transfer volunteer information to other kinds of programs

When you create new Excel spread sheet reports, you choose the fields and the volunteers you want the spread sheet to include. As with other reports, you can save your custom spread sheet reports for use again later.

In addition to the ability to customize your own spread sheet files, Volgistics provides the following stock spread sheet outputs.

All volunteer information (stock) Details

Names and addresses (stock) Details

Names and email addresses (stock) Details

Names and pending awards (stock) Details

Names, addresses and phone numbers (stock) Details

To create a new Excel spread sheet report:

1. Choose Print from the menu.

2. Click “Excel spread sheet,” and then click on “Create a new Excel spread sheet report.”

3. Customize your report using the Options, Fields, and Include windows.

When you reach the Save window you can either save your report without printing it (by clicking the Save button) or save your report and print it now (by clicking the Save and Print button). Retrieve your printed report from your Volgistics Mailbox.

Printable view

Help topic 8261
Added or revised 12-11-2007