VSys One: Volunteer Management Software

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Account Records Reports

Account records reports detail or summarize account transactions, which can be donations, items created, patients visited, meals served, or other outcomes. Use this report to see:

Steps in this task

  1. From the main VSys screen, go to the Reports panel and click the Account details link.
    Account records report screen showing Account details and summary by person
  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, add filters on accounts, dates and amounts. Note an account record will be included here if it's on the list of selected accounts or its type is one of the selected account types.
  4. Optionally filter on the person's group or type.
  5. On left navigation bar, 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 Account Records Details Report

Sample Account Records Details Report

Sample Account Records Summary Report

Sample Account Records Summary Report

Sample Account Records Summary by Person

Sample Account Records Summary by Person

See Also


Report Concepts

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


People Reports

Phone and E-mail Address Lists Reports

Profile Reports

Program Statistics Reports

Recurring Assignments Reports

Relationships Reports

Security Reports

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