Volunteer Profiles

Run a Report

  1. Go to: Reports >> Exports / Excel Reports >> Personal Profile Export
  2. Search for the desired profiles (See: Search)
  3. Basic Export Columns:
    1. Name Fields
    2. Status Fields: profile status, date of last status change
    3. Admin Fields: information about the administrator
    4. Address and Phone Fields: street address, telephone numbers
    5. Email and Social Fields: email addresses, Twitter/LinkedIn information
    6. Hours Fields: hours permissions, hours goals
    7. Misc Fields: unique ID, username, birthday, profile created/updated dates, Region, role, notes
  4. Custom Fields: Select the Custom Field values to be included in the export
  5. Qualifications: Select the Qualification values to be included in the export
  6. Hours Logged: You can include all logged hours or filter for a specific date range and/or Activity Category
  7. Other Settings:
    1. Include background checks (Enterprise Edition)
    2. Include last login date
    3. File format (XLSX, XLS, CSV, TXT)
  8. Click the [Export Profiles] button
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