Reports for Site Managers

Created by Brittany Crow, Modified on Wed, 13 Dec 2023 at 04:25 PM by Brittany Crow

Heads up! This article is intended for site managersIf you're an advanced program manager, click here. If you're a program facilitator looking for information about reviewing your programs, click here.

We know how important accurate reporting is. You want to keep track of how your site is doing, how much your volunteers are contributing, how much engagement your Opportunities are receiving, and more! Your site includes several reports with key information to meet your organization's reporting needs. We have created a helpful glossary to define each report on your site, but here we cover:

So you know: Some sites have language overrides in place. One site might use the word Opportunities, while another uses Needs. Some might use Programs and another Agencies. Please contact us to request a language override on your site. 

How to manage your reports

How to find your reports

To get to your reports: 

1. Click Reports at the top of your menu. 

2. Your Reports area includes Standard Reports and Data Explorers

So you know: Your Quick Stats shows you a breakdown of current hours, responses, etc. Click Today, Current Month, or Year to Date to see stats for those timeframes! When you're ready for a more detailed view, click the categories (e.g., Hours, Responses), to be taken to those reports! 

3. Click on a category to see a list of available reports (e.g., Favorites, Custom, Opportunities, Programs, etc.). 

4. Export, Filter, or review the information you need!

How to search for a report

To search for a report:

1. Begin typing the name of the report in the search field. 

2. Select the report you need from the dropdown that appears.

How to favorite a report

To favorite a report: 

1. Find the report you want to favorite.

2. Click the star beside the report's title. 

3. That report now appears in your Favorites

How to filter your reports

Once you've found the report you need, select the dates you need in the Date Range field and click Go to filter your results. 

So you know: Some reports also let you filter by Program, Opportunities, Initiatives, etc.,—depending on the report.

How to view a new or old report

When you select some reports to review, you have the option to run a new report and add additional filters to those reports. You can switch back to the old report at anytime! 

View New Report

1. Select the report you wish to view a new report for. 

2. Select View New Report

3. Apply any applicable filters. 

4. Click Export

View Old Report

You can always return to the old report view by clicking View Old Report

  • To apply specific filters again, go back through the steps to View New Report. 


How to export your reports

When you're ready, click the export button to have your report exported to a CSV.