Volunteer records and activities

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SAungthin
SAungthin's picture
Volunteer records and activities

Hi Veda, 

I hope you will be able to help me. I am trying to export our Volunteer Centre Epsom, Dorking and Elmbridge's volunteer records, although I am able to export volunteer information, minus their telephone number, i cannot export activites behind the volunteer profile i.e where they where referred to, what communications we had with them etc... 

1) Is there a way I am export volunteer records with telephone numbers? 

2) How can I export volunteer's activities? 

I look forward to your reply, 

Many thanks 

Sam 

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rtomalin
rtomalin's picture

I have also struggled with both of these questions.  

Telephone number for volunteers is not a selectable criteria in the report generator, which does seem strange.  It is available in the volunteer listing though.

I think it would be difficult or impossible to extract the volunteer/opportunity history because of the way that the data is stored in a rather convoluted way in VBC.  It would be interesting to find out though.

vcsheather
vcsheather's picture

Hiya,

You can export a volunteer's full contact record using the Advanced Search. Admin-> Advanced Search (under tags and groups) -> Contact type 'volunteer', Display results as 'contacts'. Press search and then "Select all ### contacts ". Choose 'export' and then on the next screen you can choose the custom fields.

To see a list of referrals you have made you can open the 'Opportunities' banner in advanced search and select 'Referred' under 'Applicant Status', and then put the name of your organisation in 'Owner Organisation'.  Again, you can add this info into a custom export.

Team Westminster

Hi Heather, 

This is great! Do you know how to pull these contact details off into a report? 

 

Thanks, 

Rebecca 

vcsheather
vcsheather's picture

Hi Rebecca

Do you mean to get the items into Excel? Might be easier if you want to give me a quick ring and I can talk you through it? 01427 613470, I'm in until 4pm today. 

Heather

rtomalin
rtomalin's picture

Hi Heather

That is really useful - I had never ventured into that area of VBC - what a revelation!!

It seems to work to extract Volunteers and Organisations but not Opportunities.  Is that correct?

Richard

vcsheather
vcsheather's picture

Richard, if you change the 'display results as' criteria to 'Opportunity Applicants' you will be able to see opportunity info too. 

SAungthin
SAungthin's picture

Thank you, vcsheather! really great tip. 

Now I'm trying to download just local organisation we have on vbase cloud - do you know how I can do this? i can't see an option for local organisations on the reporting function. 

Thank you in advanced. 

 

Sam 

vcsheather
vcsheather's picture

Hi Sam, 

Just returning from annual leave- I don't see that you can narrow down to this level eiether, those if you used the Advacned search you may be able to select "organisation type" in the final export criteria. 

Heather 

 

rtomalin
rtomalin's picture

I have had another look at Advanced search and it looks like it could be useful.  I selected a load of fields to extract and ticked the box "Save this field mapping" and gave it a name.  The help text says that this will allow you to recall the definition.  But I can't seem to find where the option is to recall the search criteria.

Any suggestions?

EDIT - I can't seem to find the County field to select either.  It does get extracted in the normal reporting.

Or the Mobile number.

EDIT - I sorted the mobile number!!

sue.dunmore
sue.dunmore's picture

Hi 

Having just tried to put a new volunteer onto VBase we have found that the Additional Information - Activities - does not match up (Only lists stewarding to Admin the rest of the list is missing) with the New Opportunity form- What activities will they do? list

Also with a new volunteer you can only pick 1 activity area of interest.

Are we being dense ?