VSys One: Volunteer Management Software

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Profile Reports

Profile reports give you very detailed information about a person. Use this report:

Steps in this task

  1. From the VSys One home screen, go to the Reports panel and click on Profiles link under People.
    Profile 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 any filters on the people to be included by Groups, People types, Volunteer types, lists and active status.
  4. Choose the Data to include (see table below).
  5. If custom fields are being included, select which ones to print.
  6. If certifications are being included, select which ones.
  7. Choose any Sorting for your report. Click the Add sort link to add a sort. Toggle the up and down arrows to change the direction of the sort.
  8. Set your Output options.
  9. Click Print to run your report.

Data

Description

Basics

Names, status, types, groups, DOB, and other basic properties.

Addresses

All addresses other than "Emergency contact".

Job associations

All job associations with dates and statuses.

Activity summary

Lifetime, yearly and most recent hours.

Traits

Skills, job preferences, special needs, contact flags and languages.

Recurring assignments

Information about recurring assignments - rules, dates, etc.

Alerts/ Emergency contact

Medical and diet alerts along with emergency contact address information.

Interviews

All interviews.

Trainings

All trainings.

Mandates

All mandates.

Comments

Every comment entered along with dates.

Certifications

Certifications and background checks of the types you specify.

Relationships

All relationships with dates and comments.

Memberships

All memberships and details.

Availability

Availability summaries.

Awards

All awards, whether awarded, denied, pending, or other statuses.

Custom fields

Values for the custom fields you select.

Trace records

All changes to this person along with when those changes were made and who made them.

Account summaries

Account transactions like gifts and payments.

When you want to run this report for a single person, find that person in the Person lookup tools, then right-click on him. Select Print a report for this person, and choose this report. It will run with the sections you have chosen here.

Sample Profile Report

Sample Profile Report

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

Expiring Certifications 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

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