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New Reports in Version 2.8

This article provides information on the reports that are new in version 2.8. It focuses on two groups of reports: those only available to site managers, and those that can be accessed by users with the proper permissions. It also lists new exports that are available as a result of the new features in version 2.8.

Reports for Site Managers Only

These reports can only be accessed by designated site managers:

These reports are available in the Reports area of your site manager panel.

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Initiative Summary

The Initiative Summary displays basic data for your site's initiatives and can be used to compare initiatives at a glance. You can limit the data to the responses added and the hours that took place during a date range you specify. The report shows:

  • Initiative ID, title, and status (active or inactive)
  • The date the initiative was added
  • The number of active needs (including expired)
  • The number of active current needs (non-expired)
  • The total responses to need within the initiative
  • The total number of users who responded to needs within the initiative (This number will differ from total responses if a single person had more than one response.)
  • The total of hours that were submitted, with hours separated into statuses (Entered, Pending, Approved, Denied)
    Note: Click here to learn more about hours statuses.

You can select a date range of the report (default is the past month). Click Go to view the results, and click the Export icon to export the report to a spreadsheet.

User Groups by Initiative

The User Groups by Initiatives report shows data for user group participation in initiatives. Once you've opened the report, you can select an initiative to see data related to the user groups that responded to that initiative’s needs. The report shows:

  • ID and name of the user group
  • The number of needs the user group has responded to
  • The number of volunteers within the user group who have responded to needs
  • The number of agencies associated with the needs that have been responded to
  • The number of responses (this will differ from the number of responders if a single volunteer within the user group responded to more than one need)
  • Total number of associated volunteer hours, with hours separated into statuses (Entered, Pending, Approved, Denied)
    Note: Click here to learn more about hours statuses.

User Group Summary

This report, which displays basic data for your site's user groups, can be used to compare user groups at a glance. You can limit the data to responses that were added and hours that occurred during a date range you specify. This report shows:

  • The domain ID and name of the site where the user group originated
    Note: Unless you have a Galaxy Link to share data with another Connect site, this column will only reflect your site
  • The user group ID and title
  • The number of volunteers within the user group
  • The total responses
  • The total number of unique user responses (This number will differ from total responses if a single volunteer has more than one response.)
  • Total number of associated volunteer hours, with hours separated into statuses (Entered, Pending, Approved, Denied)
    Note: Click here to learn more about hours statuses.

Top 50 User Group Prospects

This report shows the most common email domains on your site that are not already assigned to a user group. You can use this information to determine whether any companies or other organizations are creating large numbers of user accounts on your site, and you can then consider them for a user group.

Reports for Volunteers

User Group Report

The User Group Report is a front-end report that is available to all members of all user groups. It uses attractive, user-friendly graphics to convey the following information for the entire user group for the past six months:

  • Total number of volunteer hours submitted
  • Overall impact value
  • Number of members
  • Total number of needs to which the group responded
  • Number of volunteer hours by month
  • Number of need responses by month
  • Number of need responses by primary interest of the need
    Note: Primary interest is determined by the agency manager when they post the need.
  • List of needs to which the group responded
  • List of agencies with which the need responses are associated

If the user group has been assigned one or more initiative, the report includes an option to view all of the above data by initiative.

To access it:

  1. You must be logged in as a member of a user group,
  2. From the profile dropdown, select My User Groups.
    dropdown_my_user_groups.png
  3. In the My User Groups area that is displayed, click the applicable Copy button in the Reporting Link column.
    button_copy_report_link.png
    This action saves the report URL to your clipboard.
  4. Open a new tab and copy the report URL into the address bar.
  5. Press Enter.

Once you're viewing the report, you can select an initiative from the Filter by Initiative dropdown in order to view stats by initiative.

Team Resume

The team resume is a PDF that displays a team's hours and responses in an attractive, easy-to-read format. The information shown is for the past six months. Only a team creator, team leader, or site manager can access the resume initially, but the link can be emailed to anyone to view.

The team resume is accessed from the Team Response form. This form is available to both the team creator/team leader and the site manager:

  • A team creator or team leader should go to My Teams and select Manage Team for the team in question.
  • A site manager should go to Volunteerism > Teams in the manager panel and click on the name of a team.

The Team Response area include the Copy Resume Link button. The team resume displays the following information

  • A "snapshot" showing the total team hours submitted, the number of team members, and the number of associated need responses (total reserved slots)
  • Graph showing number of team hours performed by month
  • Details of team responses (names of team members, along with any reserved, unoccupied team slots)
  • Details of team hours (dates the volunteer work was performed, number of hours per team member, miles traveled, and hours statuses)

Exports Added in Version 2.8

Version 2.8 includes the following new exports:

  • Initiatives - To access, go to Volunteerism > Needs, click the Initiative heading, and click the Export Initiatives button.
  • Teams - To access, go to Volunteerism > Teams and click the Export Teams button at the top of the page.
  • User Export: User Groups - The user management area (Volunteerism > Users) now has the filter User Data > User Group > belongs to, where you can filter all users who belong to a certain group
  • User Export: Initiatives - The user management area now has the filter Volunteer > Initiative > has participated in, where you can filter all users who have participated in a selected initiative.

Note: The user filters can also be applied to the Email Blast.

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