Anniversaries - Search / Report
- Go to: People Search
- Choose statuses of the volunteers you would like to search
- Click the [Add Search Criteria] button
- For “Search Type”, select “Date Joined” from the drop-down list
- Enter the start and end dates for the range to check
- Click the [Add and Go] button
Report on Anniversary Dates
- Go to Reports >> Exports / Excel Reports >> Personal Profile Export
- Search for the desired profiles to include (See: Search)
- Check the “DateJoined” column from the “Misc Fields” section in “Basic Export Columns”
- Select any other columns to include in your report
- Select the file format
- Click the [Export Profiles] button
If you would like to calculate years of service, add a formula to calculate the difference between today’s date and the volunteer’s start date and copy it to all rows that have volunteers.
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