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Save Tab Overview

The Save page appears when you create a new report or modify a custom report. Use the options on the Save page to decide who should be able to use the report in the future, whether Volgistics should run it automatically on a regular schedule, and ultimately to Save and/or Run the report.

What would you like to call this report?

Enter a name for the report here. Your report name may be anything you'd like, up to 50 characters long. Choose a name that will help you remember what the report includes. For example, if your report is a list of Junior volunteers, you might name it 'Junior volunteer roster.'

Which other Volgistics users should be able to use this report?

This setting appears only if your account uses the Site Level Access features and you are not logged into Volgistics as a Site Level Operator. You can choose from the following options:

  • Only those at headquarters. Choose this option if you want this report to be available only to headquarters-level System Operators (System Operators who do not have a Site Level restriction).

  • Users at all Sites. Choose Users at all Sites if you want all System Operators at all Sites to be able to run this report. If a Site Level Operator (a System Operator who can only access one Site) chooses to run this report, it will include only volunteers for their Site.

Would you like this report to run on an automatic schedule?

You can optionally have Volgistics prepare the report for you automatically on a scheduled basis. When you choose to have a report prepared for you automatically, Volgistics generates the report overnight (at about 3:00 a.m. EST) and delivers it to your Volgistics mailbox so it's ready for you to use later that day.

This is a great feature for reports that you need on a regular basis, such as service reports you need monthly.

You can choose to from the following options for generating your report automatically:

  • No, do not create this automatically. Choose this option if you do not want the system to prepare this report for you on an automatic schedule. When you choose this option, the report will never be run automatically. It will be run only when you specifically choose to run it from the Reports page in the future.

  • Yes, run it on the __ of each month. Choose this option for reports you want to run automatically once a month. Choose the day of the month (e.g. 1st, 5th, 20th, etc) on which you want the report run automatically.

  • Yes, run it every _____. Choose this option for reports you want to run automatically once a week. Choose the day of the week (e.g. Mondays) on which you want the report run.

Send Report File to

For reports you choose to have run automatically, you will need to choose which individual to send the report to when it is generated automatically. The following checkboxes allow you to designate the recipient(s) of the report:

  • Volgistics In Box for. Check this box and select a System Operator's name from the corresponding dropdown to have the report sent to the In Box tab of the Mailbox in your account. The report will show with the selected Operator's name, but it can be viewed by anyone with access to your Mailbox (and the selected Operator's Site if you use Site Level Access).

  • As Email Attachment to (1). Check this box and select a System Operator's name from the corresponding dropdown to have the report sent as an attachment in an email. When the report is generated automatically, the system will send it as an attachment to the selected System Operator's email address.

  • As Email Attachment to (2). Check this box and use the corresponding field to enter an email address to have the report sent as an attachment to that email. You should use this option if you want the report sent to someone who is not set up as a System Operator in your account.

Please note that you should be careful about sending reports to individuals outside of your account. Reports in emails are not password protected like those stored in your account, so you should not send reports with sensitive data to individuals outside your account.

Create it on this schedule for...

This setting is only enabled if you use the Site Level Access features, you chose to have the report available to users at all Sites, and you chose to have the report run automatically. You can select from the following options:

  • Headquarters only. Select this option if you want the report created just once, and delivered to the headquarters mailbox.

  • Headquarters and all Sites. Select this option if you want the report created once for each Site, and delivered to the Volgistics mailbox at each Site. If you choose to run the report automatically for Headquarters and all Sites, the copies of the report delivered to each Site will include only that Site's volunteers.