- Log into your organization's VolunteerMatters Administrative Site
- Click on Admin > 'Reports'
- At the top of the page you can view the ‘Most Recently Run Reports’. Reports that are listed here are either ‘In Queue’, ‘Processing’, or ready for ‘Download’. You can click on the download link to view the report in the requested format. Reports in this section will be saved for one week.
Below this are the "Memorized Reports" which are built in reports whose settings were previously saved to create a custom report.
The page then lists all of the available built-in reports (templates) with its name, description and a ‘Run’ button to the right of its listing. If you click ‘Run’ the system will provide the ability to customize any available field filters, report parameters, member filters, report fields (only in reports under "Other" heading), and select an output format (PDF, rtf, html, CSV – available formats depend on the report type).
If you do not make any changes to the default settings, the report request will be sent to our report server and the report will be added to the list of ‘Most Recently Run Reports’ with an ‘In Queue’ status. You must click the ‘Refresh’ icon to receive updates on the status of the report.
If you customize the report by modifying any available field filters, report parameters, member filters, or report fields, the system will prompt you asking if you would like to memorize the report or just ‘run once’ without memorizing it. If you choose to “save [the report] for future use” you would just input a report name and description and click ‘save new’. The report would now be listed with your specified name and description as a memorized report. Additionally the the report will be added to the list of ‘Most Recently Run Reports’ with an ‘In Queue’ status. You must click the ‘Refresh’ icon to receive updates on the status of the report.
In the "Memorized Reports" section of the Admin > Reports page, the system lists all of the memorized reports you have or will create from one of our built-in reports (templates). Each memorized report has the option to ‘Run’, ‘Edit’, or ‘Delete’ the report.