Tip of the Week August 10, 2015

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 periods that you select. The floating subtotal figures are available in reports and also appear in the Statistics box on the Core tab of the volunteer record.

These fields can be used for a variety of purposes. For example, if your organization operates on a fiscal year, the YTD total will record all service performed so far in the current fiscal year. So if you want to show volunteer service for the calendar year also, you could setup a floating subtotal that covers the calendar year. Or, if your organization has a special event where your volunteer service peaks, but also has volunteers that serve during other times of the year, you could use the floating subtotal fields to track how much service is performed during the months of your event.

Help topic 2260 explains more about how to setup floating subtotals in your account.

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