Category: Reports

Why don’t my Dashboard statistics match my records?

If you are on your dashboard, you may notice a mismatch between the statistics shown and your records. Note that when you are on your dashboard, it defaults to the last month of data. There is a drop down menu in the top right where you can select how far back you want to view your statistics (1 month, 3 months, 6 months, 4 years, 5 years).
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Note, there is also a report that presents similar information. To access it, click on the Reports tab on the left side menu and select the Engagement Statistics report.

Reports

Q: How does an organization generate reports?

  1. Select the Reports tab (on left-side panel)  Reports tab
  2. Select report type (e.g. Detailed Hours)
  3. Select report filters (e.g. Position)Report filters
  4. Select the Generate Report button (top right)  Generate Report button
  5. View or print the HTML version of the report, or export data into Excel
  6. Select Export Excel Export Excelbutton to generate a report in CSV format

Q: Can reports be exported into Excel?

Yes, all reports can be exported into Excel. Select the Export Excel Export Excelbutton to generate a report in CSV format.

Q: Is there a report to track volunteer hours?

Yes, we have several reports to track volunteer hours, a general report and a detailed reports. All reports show the total number of hours and can be exported to CSV format. Simply select the report and generate a new report based on the filters provided.

  • Hours
  • Detailed Hours
  • Volunteer Hours by Position
  • Position Hours by Volunteer
TIP: What is CSV format?

CSV is a simple file format used to store tabular data, such as a spreadsheet or database. Files in the CSV format can be imported to and exported from programs that store data in tables, such as Microsoft Excel. CSV stands for “comma-separated values”.