Include volunteer names on ‘child’ records in Excel reports In databases, a ‘child’ record is a piece of information that relates back to one particular record. Because Excel Spreadsheet reports are designed to be able to contain a very large amount of detailed volunteer information such as service entries and checklist dates, it is necessary
Tag: reports
Tip of the Week August 21, 2017
Keep report columns all on one page If you’ve created a custom report in PDF format, you may find instances where some columns of information extend beyond the width of the page causing them to appear on subsequent pages. If this is the case, you can sometimes make all the columns appear on one page
Tip of the Week August 14, 2017
Print service report for a single archived volunteer record There may be times you want to print service reports for archived volunteer records. One way to do this is to create a custom Excel report that contains service information for all archived volunteers. Help Topic 1997 shows how to do this. Archived records also show
Tip of the Week May 29, 2017
Import and print schedule in Excel Volgistics’ Schedule Reports are available in PDF format. However, there may be times you want to have the schedule in Excel format. There is not a report within Volgistics that is able to do this, but you can use the features in Excel to get the schedule information for
Tip of the Week May 15, 2017
Use a Set to find records that have information in a spare field There may be times when you need to find all the volunteers in your account that have information in a specific text field. For example, to verify the information in a field called School where you record the educational institution a volunteer
Tip of the Week April 17, 2017
Archive inactive records to keep service information and save money Your Volgistics database is divided into archived and non-archived sections. The Archive is designed for long term storage of inactive volunteers. In your account’s service level, archived records cost significantly less because they have more limited functionality than non-archived records. For example, archived volunteers cannot
Tip of the Week April 3, 2017
Run service reports for a single Site, Place or Assignment When you run Service Summary or Service Details reports, there may be times when you want to limit the service information included on the report to one particular Assignment, or to just the Assignments that fall under a particular Site or Place in your account.
Tip of the Week February 20, 2017
Include archived volunteers in Excel spreadsheet reports Your Volgistics database is divided into archived and non-archived sections. The Archive is designed for long term storage of inactive volunteers. In your account’s service level, archived records cost significantly less because they have more limited functionality than non-archived records. For example, archived volunteers cannot be tagged or
Tip of the Week February 6, 2017
Modify Schedule Statistics reports to cover different time periods One of the stock Schedule Reports available in Volgistics is the Schedule Statistics (Stock) report. This report is useful because it allows you to quickly see how many openings are filled and un-filled for each assignment. Plus you can get an unduplicated volunteer count for how
Tip of the Week January 16, 2017
Track the total number of shifts or visits volunteers serve Organizations may want to track how many times their volunteers have served, rather than just how many hours they’ve served. Volgistics makes this possible with Service Measures. These are an ideal feature for recording special types of service performed, and can be easily configured to