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
Tag: reports
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
Tip of the Week April 21, 2014
Hide a field to omit it from Address Label Reports The Address Label Reports are designed to take the normal address fields in use and format them as a mailing label. However, there may be times when you do not wish to have a field appear on your labels. For example, if you are using
Tip of the Week December 2, 2013
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