VSys One: Volunteer Management Software

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Book Contents

Book Index

Built-in Reports

Report

Description and variants

Account records

Account details and summary by person; Account record details; Account summaries; Account summary by person; Account summary by person (crosstab)

Advanced/ custom (global)

Projects summary; Project summary with counts; Save the date mailing labels; Thank-you list; Meal card; Birthday listing; E-mail list; Kiosk user IDs.

Advanced/ custom (project)

Delegation summaries; Entrant photos; Phone list (project); Project exceptions; Project people report; Project people sign-in list.

Assignments calendars (RTF/PDF)

Volunteer assignments styled in a weekly or monthly calendar for posting in an editable or PDF format.

Assignments listings

Volunteers assignments in a columnar format, with user-specified columns, filters, grouping and page breaks.

Awards

Awards details; Awards summaries.

Banned people

All people marked as "banned".

Basic mailing labels

Simple mailing labels for hundreds of different types of labels; see the Letters, e-mails and mailing labels panel.

Comments

Details about comments attached to people: Comments; Comments (only those with images); Comments including images; Comments, full-page images.

Configuration

System settings, including groups, options, etc.

Custom column

Account records in a year; Anniversary month; Assignment Crediting Details; Assignments for the next 30 days; Awards given in a year; Birthday listing; Deceased People; Hours in the past 30 days; Job associations (active); Job assignments and associations; Kiosk automatic checkouts; People who've been automatically checked out from the kiosk; Kiosk user IDs; People details; People showing lifetime hours; People with group, DOB and type; Recurring assignments ending in the next 30 days; Trainings in a year; Recent transitions; Volunteers with DOB, kiosk and e-mail.

Custom mailing labels

#10 Envelope w/return address; 5160 Mailing labels; 5160 Mailing labels w/bar code; 5162 Mailing labels; 5162 Mailing labels w/bar code; 5163 labels with job associations; 5163 Mailing labels; 5163 Mailing labels w/bar code; 5166 File Folder Labels; Birthday card mailing labels.

Demographics

Summarize people by most values, including custom fields.

Directory listing

Listing to make a directory in an RTF format.

Exceptions, people with issues

People who have one or more problems which might either restrict their volunteering or need special attention.

Hours

Hours details by volunteer; Hours totals by volunteer and job; Hours total by volunteer: current period + lifetime; Hours totals by volunteer w/bonus hours; Hours totals by volunteer; Hours details w/account records; Hours details.

Hours summaries

Company hours summary; Group hours summary; Job hours summary; Monthly hours summary (Fiscal); Monthly hours summary; Quarterly hours summary (fiscal year); Quarterly hours summary; Supervisor hours summary; People with hours summaries by year; Volunteer Source hours summary.

Expiring Certifications

List of people with certifications due to expire, of a given type and expiration date range.

Hours crosstabs

Hours summary by group and month; Hours summary by current group and month; Hours summary by volunteer and year; Volunteer hours crosstab by month.

Interviews

Interviews completed, Interviews this week.

Invalid Addresses

People in system with invalid addresses.

Job associations

Job associations; Job associations and assignments; Job associations and assignments by job group and job; Job associations w/job details; Job associations w/o comments; Job associations w/supervisors and locations; Job associations with phone numbers.

Job definitions/ setups

Details and summaries about jobs themselves (their definitions): Job definitions; Job listing; Job listings with locations; Job profiles.

Late/no-show

See who is late or has missed an assignment.

Mandates

Mandate details.

Memberships

Membership list (expiring), Membership list with associates, Membership list by type.

Name tags, badges and credentials

4-up credentials; 5095 name badges; 5095 name badges with assignments; 5160 bar code label; 5383 "My name is" name tags, 5384 credentials with assignments.

Other custom reports

Assignment summaries by job group and job; Assignment summaries by location, job group and job; Assignments report; Daily assignments; Incoming messages; Volunteers with assignments by job; Volunteers with hours by job.

People

People; People just a list of names; Lengths of service by primary type and primary group; Lengths of service by volunteer type; People summary by primary group; People summary by primary group and primary type; People summary by primary group, primary type and status; People with address/phone; People with hours summary; People with hours summaries and details; People with no recent hours; Team details by primary group; Team summary by primary group; Termination details; People emergency info; People with account summaries; People w/all certifications; People w/hours lifetime and between specific dates; People showing assignments and job associations;

Phone list

Phone and e-mail list; Phone and e-mail list w/contact flags.

Profiles

Detailed demographic information.

Program statistics

Strength, growth, attrition, hours, tenure.

Reference checks

Reference checks for volunteers.

Recurring assignments

Recurring assignments; Recurring assignments ending.

Relationships

Relationships; Relationships with contact information.

Screening exceptions

Issues with background checks.

Screening reports

Details about specific background check records and their associated volunteers: ChoicePoint Background Check Request Report; IntelliCorp Background Check Request Report; Lexis/Nexis Background Check Request Report; Manual Background Check Request Report.

Security reports

Users report; Users report with actions log.

Sign-in list

Manual sign-in lists for specific assignments.

Slot calendars

Calendar format of job slots and times (RTF or PDF format).

Slot details

Information about job slots (openings), including partially-filled slots, filtered by slot status: Slots; Slots details; Slots details by location; Slots with supervisors; Slot periods; Slot periods with supervisors; Slots with periods and volunteer details; Slots with volunteer details; Slots with volunteers and crediting status.

Slot summaries

Summarizes job slots.

Summary/ crosstab

Account Records by Quarter; Active Status Transitions Summary; Delegation entrant summary report; Hours by Current Group and Month; Hours by Volunteer and Month; Hours summary for period by volunteer; Hours summary monthly by location, job group, and job; Hours summary monthly by volunteer; Hours summary monthly by volunteer type; Hours summary quarterly by volunteer; Hours summary quarterly by volunteer type; Hours summary yearly by location, group, and job; Hours summary yearly by volunteer; Hours summary yearly by volunteer type; Person Type Transitions Summary; Survey Summaries; Unique Volunteers with Hours by Job group, Job and Year; Unique Volunteers with Hours by Location, Job group, Job and Year; Volunteer Counts by Active Status and Year Started.

Survey details

Survey result details.

Survey summaries

Results of completed surveys.

Trainings

Training class roster; Training class summary; Training details.

Who's checked in

All people currently signed in via the kiosk.

See Also

Report Concepts

Report Tools

Address types

Sorting

Output Options

Favorite Reports

User-configurable Reports