In managing a roster within Elvanto, users have two primary options for printing it: either by printing multiple services at once or by exporting a Volunteer Position Report. Each option offers a unique set of features to accommodate different needs and preferences. This guide provides step-by-step instructions on how to utilize both methods effectively.
Steps for Printing Multiple Services
- Log into Elvanto as an Admin.
- Select Services then select Edit Multiple.
- Complete the steps in the prompt to select the service(s) you would like to print.
- Once all desired services are displayed, click the ‘Print’ button located at the top of the screen.
- Select ‘Volunteer Calendar’ and an orientation from the template dropdown. Specify which departments you wish to include in the printout.
- Save Print Preset (Optional) If you anticipate needing to print this specific layout again in the future, save time by clicking ‘Add New Print Preset’ to store your settings for later use.
Steps for Exporting a Volunteer Position Report
- Log into Elvanto as an Admin.
- Navigate to Reports Go to Services Reports and find the 'Volunteer Positions Report' option.
- Generate Report Choose your preferred format and customize the report as needed. For a detailed guide on the customization options available, refer to this comprehensive article.
- Export Report Once you’re satisfied with the report's setup, export it in your preferred format for printing or digital viewing.
How to Delete a Print Preset
- Log into Elvanto as an Admin.
- Click on Settings, located in the top right of your Elvanto account.
- Locate and select Services.
- Under the services tab, locate "Print Presets".
- Select the red trash can icon next to the preset you would like to delete.
- Select Save.
Understanding and utilizing these two methods for printing and exporting rosters in Elvanto optimizes the management and dissemination of volunteer schedules and assignments. Whether choosing the straightforward approach of printing multiple services or the customizable Volunteer Position Report, users are equipped with efficient tools to meet their specific needs. Adapt and employ these steps as needed to enhance your roster management experience.