Generating a Services Volunteer Position Report in Elvanto allows you to track and analyze the positions volunteers have served in over a specific timeframe. This report can be customized based on various parameters such as date range, volunteer status, service types, departments, and locations. By setting the parameters according to your needs, you can generate detailed insights into volunteer involvement and service attendance.
Generate a Services Volunteer Position Report
-
Navigate to the Report Section:
- Go to Reports > All Built-in Reports > Services.
-
Select the Volunteer Positions Report:
- Click on Volunteer Positions.
-
Set the Parameters for the Report:
- A window will appear where you can define the parameters for the report. Adjust the following settings as needed:
Date Range
This setting allows you to set the timeframe you want to look at, which can be a dynamic range looking at future or past services.
Volunteer Status
This setting allows you to only look at certain volunteers. It has 5 possible options:
- All Volunteers
- Confirmed & Unconfirmed
- Confirmed
- Unconfirmed
- Declined
Include Status
This setting allows you to choose if you want to include the status of the volunteer in the output. This allows you to differentiate between Confirmed, Unconfirmed, or Declined volunteers if you’ve selected “All Volunteers” or “Confirmed & Unconfirmed” volunteers above.
Position Name Format
This setting allows you to control how position names are formatted. It has 3 options, which also illustrate how they will format the name of the position:
- Department / Sub-Department / Position
- Sub-Department / Position
- Position
X and Y Axis Settings
- The X Axis (Horizontal) setting will change what data is shown along the top of the report.
- The Y Axis (Vertical) setting will change the data that is shown along the side of the report. Depending on what information you’re wanting to report on, you can change them accordingly.
- For example, if you’re wanting a list of the dates that volunteers served in different positions, you would select to have Services and Volunteers as the X and Y axis.
- If you wanted to see the positions volunteers served on during a time period, you would choose Volunteers and Services as the X and Y axis.
Service Types
This setting allows you to choose what services you want to look at based on the Service Type of the services. Choosing no service type will display all services.
Departments
This setting allows you to choose what volunteers you want to look at in the report. Selecting a department automatically selects all sub-departments underneath it. Selecting nothing will show all volunteers tied to the services.
Locations
This setting allows you to choose what services you want to look at based on the Location of the services. Choosing no location will display all services.
Output
This setting is not available when setting up Comprehensive Reports or emailed reports. This allows you to quickly export the report into the selected format, or you can select “Web” to view the report first and export it later.
Things to Consider
- Choose the settings that best fit your needs to generate a detailed and useful report.
- Remember to save or export your report once you have reviewed the details.