Reports - Signups

Export Signup Details

  1. Go to: Reports >> Exports / Excel Reports >> Signup Detail Export
  2. Optional: Choose the desired Activity Type(s) to include (Schedule, Seasonal or Unscheduled). By default, all Activity types are included.
  3. Optional: Enter a range for the start date of your shifts or seasonal Activities. If nothing is entered for the date, signups from all dates will be included.
  4. Optional: Select what other information to include:
    • Shifts without signups
    • Volunteers that are already assigned to their requested shifts
  5. Optional: Select an Activity Category to filter which Activities will be included.
  6. Choose the file format for your export.
  7. Click on the header “Columns to include” to select what information to include in your export. By default we have selected the most columns used in an export.
  8. Optional: If you typically run a signup export with these column selections, you can make them your defaults for the next time you run this report.
  9. Click the [Export Signup Data] button.

TIP:

You can also view pending signups (and assign volunteers) by going to Assign >> From Pending Signup List or by clicking the [Pending Signups] button on your administrative home page.

Searching for Pending Signups

If you want to see who has signed up for a specific activity but has yet to be assigned to it, you can run a search:

  1. Go to: People >> Search
  2. Select the desired volunteer status(es)
  3. Click the [Add Search Criteria] button
  4. Search Type: “Activity” [this is the first part of the search]
  5. In “Schedule Status”, check the “Signed Up” box
  6. Scroll down to the “For the following activities” section and select the desired Activity
  7. Click the [Add] button
  8. Search Type: “Activity” [this is the second part of the search]
  9. In “Schedule Status”, check the “Not Assigned” box
  10. Scroll down to the “For the following activities” section and select the desired Activity (i.e. the one you chose in step 6, above)
  11. Click the [Add and Go] button