Schedule Include Tab¶

The options that appear on the Include tab for Schedule reports will vary depending on what is selected in the Group schedules by and Format sections of the Options tab.

Which assignments do you want to include schedules for?¶

This option will only appear if you have Site, Site & Place, or Site, Place & Assignment selected in the Group schedules by section of the Options tab. If you have any of the other options selected, you will not see the ability to include just certain assignments.

All active assignments¶

This will include all assignments in your account that have the Active Status. Inactive Assignments will not be included.

Only include¶

This will limit the report to just the Site, Place, or Assignment you select from the dropdown list. The Assignments, Sites, and Places Overview help topic has more information about this structure.

What month do you want to include the schedule for?¶

This option will appear when you select the Monthly calendar option in the Format section on the Options tab.

This month¶

Select this option if you want to run the report for the current calendar month.

Next month¶

Select this option if you want to run the report for the next calendar month.

Dropdown List¶

Select this option to choose a specific month and year.

Include the schedule starting with the XXXXX in...¶

This option will appear when you select the Weekly calendar option in the Format section on the Options tab. The settings work in relation with the day of the week you select for the report to start with on the Options tab. For example, if you select to have the report start with Saturdays, but use the The week of option to select a date that is a Tuesday, the report will cover the Saturday through Friday period for the Saturday immediately after the Tuesday that is selected.

This week¶

Select this option if you want to run the report for the most current seven day period starting with the weekday selected as the starting day on the Options tab. The dates that will be included on the report appear in parenthesis.

Next week¶

Select this option if you want to run the report for the next seven day period starting with the weekday selected as the starting day on the Options tab. The dates that will be included on the report appear in parenthesis.

The week of¶

Select this option to select a specific week for the report to include starting with the weekday selected as the starting day on the Options tab.

Which days do you want to include the schedule for?¶

This option appears when you select the Daily list option in the Format section on the Options tab.

Today¶

Select this option if you want to run the report for today's date.

Tomorrow¶

Select this option if you want to run the report for tomorrow's date.

The day after tomorrow¶

Select this option if you want to run the report for the date two days from today's date.

Every day starting with:¶

Choose this option and select the dates you want included in the report using the dropdown lists. The report will include both dates selected as well as all dates in between.

Which volunteers do you want to include in this schedule?¶

These options will only appear if you have Volunteer selected in the Group schedules by section of the Options tab. Use these fields if you want to limit the volunteers included on this report to just the selected volunteers.

Tagged volunteers¶

This checkbox is disabled unless you previously tagged one or more volunteer records. Check this checkbox if you want the report to include schedules for only the tagged volunteers.

These volunteers¶

Check this checkbox if you want the report to include all of the volunteers you specify using the fields listed below. If you want this report to include all volunteers be sure to check this checkbox.

Uncheck this checkbox only if you selected the Tagged volunteers checkbox, and you want this report to include only the tagged volunteers.

Status¶

Choose Any if you want this report to include volunteers regardless of their current Status.

Choose Any of these if you want this report to include only volunteers whose current Status is one of those you check, then check the Status(es) you want to include.

Type¶

The Type field appears in the Name box on the Core tab of volunteer records. It can be used to classify volunteers by major programs or categories such as Adult, Junior, Student, Regular, Occasional, Auxiliary, and so forth. Ultimately, each organization decides what the Type field in their account contains.

Choose Any if you want this report to include volunteers regardless of what their Type is currently.

Choose Any of these if you want this report to include only volunteers whose Type is one of those you check, then check the Type(s) you want to include. Remember that you may have volunteers who do not have any Type selected on their record. So even if you select every Type the report still may not include all of your volunteers.

Kind¶

The Kind field is located on the Core tab in each volunteer record. It is used to show if a volunteer record is for an individual person or a group that volunteers.

Select Both individuals and groups if you want the report to include both individuals and groups.

Select Individuals only if you want the report to only include individual volunteer records.

Select Groups only if you want the report to only include group volunteer records.

Flag¶

Flags appear in the Flag box on the Core tab of volunteer records. Flags are typically used to classify volunteers into groups that may overlap such as Board of Directors, Donor, Sponsor, Day of Caring, Red Team, and so forth.

Choose Any if you want this report to include volunteers regardless of what Flags appear on their Core tab.

Choose Any of these if you want this report to include only volunteers who have at least one of the Flags you check, then check the Flag(s) you want to include.

Choose All of these if you want the report to include only volunteers who have all of the Flags you select. Keep in mind that this setting may be too restrictive if you check more than just a few Flags. For example, if you check five Flags and it is rare for a volunteer to have all five Flags at once, your report may be blank.

Choose Not any of these if there are volunteers you do not want to include on the report. For example, you may track both paid staff and volunteers in your account and use an Employee Flag to show which records are for staff members. If you want your report to include just volunteers, you can select Not any of these and then check the Employee Flag so your staff are not included in the report.

Site¶

This option only appears if you use Site Level Access in Volgistics, and you are a headquarters operator who has access to the volunteer records for all of the Sites in your account.

Choose Any if you want this report to include volunteers regardless of which Site(s) they serve at.

Choose Any of these if you want this report to include only volunteers who serve at at least one of the Sites you check, then check Site(s) you want to include.

Set¶

You can use the Sets feature in Volgistics to query the database to find volunteers who meet certain requirements that are not options on the Include tab. For example, you may want your report to include just the volunteers who have been at your organization less than a year. In this case, you'd create a Set to locate the volunteers based on their start date first. Then, to limit the report, check the box by This set and pick the name of the Set you created from the dropdown list.

If your report is blank, it is most likely due to one of two things. It may be the other Include tab selections are too restrictive as described in the Keep in Mind call out box above. Or, it may be that the Set itself is not set up correctly to identify the volunteers you want included in the report. One way to check if this is the case is to view the volunteers in the Set.

Complete Report¶

When you're finished choosing the Include options for your report click the Next button to continue to the next step if you're creating or modifying a custom report. If you're running a custom report that you already made, or using a stock report, click the Run Now button when you're ready to have the system create the report file. This file will be sent to the In Box of your Volgistics Mailbox when it is complete.

Related Help¶

• Create Custom Reports