Who Was Here Report¶
If you use the VicTouch time stations, you likely know you can look at the Who's Here page to see which volunteers are currently clocked-in. However, there may be times when you need to see who was in your building on a certain date (or between dates) in the past. Because volunteers are given service entries when they use VicTouch, you can run a service report to find out who was here. If volunteer service is entered some other way, the report will also work to see which volunteers were at your facility. If you do not need to see the times the volunteers worked, or keep a copy of the list, you can also use a Set to find who served on a certain date.
Make the Report Template¶
The first thing you'll need to do is make a template for the report you want. You can create a report from scratch, but the Volunteer Service Details (stock) is close to what you need so we'll clone it. Here are the steps to take:
- Select Reports from the menu.
- Go to Service details.
- Select Volunteer service details (stock).
- Click the Clone It button to spin off a copy of the stock report to modify.
- On the Options tab, change the List volunteers? setting to Only if they have service to report.
- On the Fields tab, uncheck the To date field and add Time in and Time out. If service hours are entered into your account in different ways, you can check the Source field to show what method was used to add the hours.
- On the Include tab, select whether you want a PDF or Microsoft Excel file when you run the report. Then, select Include service for this period and These days. You don't need to select anything from the dropdown items for dates yet, you'll do that when you run the report.
- On the Save tab, give the report a new name such as Who Was Here and click the Save button.
Run the Report for a Date (or Date Range)¶
Now that you have the report template, you can run it for a certain date (or range of dates) by following these steps:
- Select Reports from the menu.
- Go to Service details.
- Select the report template you created.
- Click the Run It button.
- Select the date (or date range) you want the report to cover from both the From and the Through dropdown lists.
- Click the Run Now button.
The completed file will be on the In Box of your Volgistics mailbox when it is done.