VSys One: Volunteer Management Software

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Expiring Certifications Reports

This will report on certifications of any kind with a set range of expiration dates, plus other criteria you specify. This can be run for only one kind of certification at a time, but it is very easy to use. Use this report to see:

These reports are obsolete: while they continue to work in VSys, custom column reports will do all that the expiring certification reports will do, only better and with more flexibility.

Steps in this task

  1. From the VSys One home screen, go to the Reports panel and click on the Expiring certifications link under People.
    Expiring certifications reports screen
  2. If the Select saved report window opens, choose the saved or built-in report you would like to use and click Select. Or click on the Load settings link under Tools to bring up a list of options.
  3. On the Settings panel, set the Report title, then choose the type of certification to work with and the expiration date range.
  4. Set filters on Groups, People types, Volunteer types, Team filters and lists.
  5. Choose any Sorting for your report. Click the Add sort link to add a sort. The (no page break)/with page break links add a page break when this field changes. Toggle the up and down arrows to change the direction of the sort.
  6. Select your Output options.
  7. Click Print to run the report.

Sample Expiring Certifications Report

Sample Expiring Certifications Report

In the Report Designer, normally you get one pipeline for each type of certification. This one's special: there's a "magic" pipeline called "Certifications", and in it you can use the fields which are common to all certifications: Description, Effective date, Expiration date, and Other info. Other info can contain multiple fields. Configure this in certifications setup.

See Also

Reports

Report Concepts

Account Records Reports

Assignment Calendar Reports

Assignment Listings Reports

Attached Files Reports

Awards Reports

Banned People Reports

Comments Reports

Configuration Reports

Custom Column Reports

Demographics Reports

Directory Listings Reports

Hours Detail Reports

Hours Summaries Reports

Interview Reports

Invalid Addresses Reports

Job Associations Reports

Job Definition Reports

Job Value Measurements Reports

Late/No-show Reports

Mandate Reports

Membership Reports

Others

People Reports

Phone and E-mail Address Lists Reports

Profile Reports

Program Statistics Reports

Recurring Assignments Reports

Relationships Reports

Security Reports

Sign-in Lists Report

Slot Calendar Reports

Slot Details Reports

Slot Summaries Reports

Summary/Crosstab Reports

Survey Details Reports

Survey Summaries Reports

Training Reports

Who's Checked In Reports

Advanced Reporting Tools

Advanced/Custom Reports