Hi,
Can anyone help please, I am struggling to figure out if I am looking at reporting correctly as we are not using VBC actively yet and I don't have any data that I can use to see any useful results.
1) I need to be able to report number of volunteers that have enquired about volunteering (i.e. we have met, have dropped in, spoken to on the phone etc and will include 'register my interest' Do-it's) but cannot figure out how to do this. When I have looked on the Forum at the comments made by Richard and also the lady looking at Smart Groups, I thought I could easily create one. However, I am finding that
a) The Volunteer Report doesn't allow us to report on Activity Log
b) The Activity Reports groups by Activity Log Type and therefore counts the Activity only once when there are 3 volunteers who have had that activity logged against their profile and I want it to count the other way, for my report it should show count of 3 volunteers who have made enquiries.
c) I will also need to count Volunteers Referred and Placed.
Can anyone explain how to do this easily please - I have also looked at the Advanced Search which is really NOT intuitive and couldn't see how to create the report I want here either.
2a) Does anyone know if I create an Organisation or Opportunity in January 2016, and then update them in March 2016, will the date created still show as Jan 2016.
b) Can we look at/report the update date so we can see when Org/Opp was created and then how often and when it has been updated? What we don't want is for the update date to show as a create date and skew our reporting of monthly new Orgs/Opps.
Many thanks
Reena
Hi Renna,
I agre I also need help with this!
You can get the info from only Do It (online applications) see below
On Vbase Cloud website Home - Under Notification - Click On "You have ......applications that need your attention" you can then search for the Organisation/Opportunity. Click Filter.
Then it should say "Displaying 1 - 10 of....... (total Applications) You can adjust this filter to only show, Placed.etc
The above is just for Do It applications, Regarding finding this out for referrals made/through interviews etc, I am not not sure they have invented this feature yet. Can anyone else help?
Hope that helps
Regarding point two above, editing changes the date of a note or activity which is really not helpful, is there any way this can be changed to still show as the original date? Also wondering if the date on notes could be actually timed as if I make several notes on the same day then they can appear in the wrong order. Eg Received ref appears before Sent for refs. I will post this again in enhancement ideas.
Thanks for your comments Ben and Lorna. I need to be able to measure number of volunteers we get outside of Do-it as well in our figures, and agree with Lorna, that is what we are looking for also.
Can anyone from Veda help? I feel like I am spending a lot of time (that I don't have) trying to figure out what should be a straight forward system - and it is in some ways, but without explanation of how to use some functionality it is really frustrating, especially when you don't have the time!
Thanks
Hi Reena,
Using smart groups in the advanced search will help you to carry out the above tasks. Please refer the user guide link below to get an idea of how to use smart groups for reporting.
https://v-base.org/users-guide/system-administration/using-smart-groups-...
Result can be filtered by Application Status (Placed/ Not Placed/ Referred) under Opportunities section.
Created date will not get affected by updating records. It will remain the same.
Thanks