Use floating subtotals for information on service in a specific period of time. In addition to regular service hour entries, Volgistics automatically keeps a total for month-to-date (MTD), year-to-date (YTD), and life hours for volunteers. There are also two floating subtotal fields that you can use to keep track of service performed during monthly time
Tag: reports
Tip of the Week June 8, 2015
Import and print schedule in Excel. Volgistics includes a Schedule Report feature that allows you to print customized schedules in PDF format. Help topic 8255 has information on these reports. However, there may be times you want to have the schedule in Excel format. There is not a report that is able to do this,
Tip of the Week June 1, 2015
Use a Set to find records that have information in a spare field. There may be times when you need to find all the volunteer records in your account that have information in a specific text field. For example, if you’ve been given the task of verifying the information in a field called School where
Tip of the Week April 13, 2015
Archive inactive records to keep service information and save money Each Volgistics account includes a non-archived and an archived section. Your account’s service level determines how many records can be kept in each section. The non-archived section of your database is designed to be used for the records of active volunteers. Records in this section
Tip of the Week April 6, 2015
Run service reports for a single Site, Place or Assignment When you run Service Summary or Service Detail 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 Place or Site in your account.
Tip of the Week February 23, 2015
Include archived volunteer records on Excel spreadsheet reports. Your Volgistics database is divided into non-archived and archived sections. The service hours for records in the archive will still appear on Service Summary and Service Details reports, and in your cumulative hours total. However, records in the archive cost less on a record-by-record basis because they
Tip of the Week February 16, 2015
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 December 1, 2014
Include the Source, Batch or Directive fields for service entries on Service Detail Reports Service Detail reports are designed to provide specific information about service entries that appear on the volunteer’s Service tab. When you create a custom Service Detail report and select to list volunteers on the Options tab, you can include regular volunteer
Tip of the Week November 24, 2014
Create an automatic report that shows volunteers due for a Checklist item Volgistics includes a Checklist item feature to help you track things such orientations, flu shots, and background checks. You can use the Tickler feature in Volgistics to find volunteers who are due for a Checklist item. But you could also create an automatic
Tip of the Week September 15, 2014
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. One volunteer record can have multiple service records, just like one parent can have multiple children. Because Excel Spread Sheet reports are designed to be able to contain detailed