Tip of the Week June 25, 2012

Improve report accuracy by scheduling automatic reports for different days

Many organizations use Volgistics’ automatic report feature to create monthly reports such as month end service reports. This feature is great because the reports show up on the In Box tab of your Volgistics mailbox at each scheduled interval—without an operator needing to manually create them each time. However, one problem that occurs with this is if all service has not been entered when the report is run the report will not be accurate. For example, if your reports are setup to be run on the first of each month and the person entering service for volunteers has not completed this for the month yet. Or if you allow your volunteers to enter service through VicNet for past dates and they have not entered all service for the month yet.

As long as the Include tab of the service report is setup for “all of the months so far . . .” or “the most recently ended month” the report will show service for just the previous month. So in these cases the service reports will be more accurate if you pick a date later than the first of the month to run the automatic reports. This can be a benefit because the report will not need to be re-run later to include any service entered after the first.

Leave a Reply