Create automatic report to track Checklist items

Tip of the Week November 23, 2020

Volgistics includes a Checklist feature to help you track volunteer requirements. You can not only use the Tickler feature to find volunteers who are due, but you can also create an automatic monthly report showing volunteers who are due.

To do this, the first step would be to create a Set to identify the volunteers who are due for a Checklist Item using the “Their Checklist” Set rule. Since this is for an automatic report, choose the “Due now” or “Due in the next 30 days” options.

Once the Set has been created, make a custom report that will show the information you need. Select the name of the Set on the Include page of the report, and then use the settings on the Save page to make it an automatic report.

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