How Do I Review Track Data?

Created by Brittany Crow, Modified on Tue, 11 Jul 2023 at 11:08 AM by Brittany Crow

 Heads up! Only site managers can create and manage Registration Tracks. This article is intended for site managers. If you're an advanced program manager looking for information about managing your programs, click here. If you're a program facilitator looking for information about reviewing your programs, click here. 

Do you need to review important data about your Tracks for reporting? You can export Track data to meet your reporting needs! Here we cover: 

How do I review Track data? 

You can review volunteer Track status with the User Filter! 

1. Go to Volunteerism > Users

2. Click User Filter

3. Select the Volunteer filter. 

4. Select either Track Status or Track Qualified

5. Make any additional necessary filter selections. 

  • For example, when you select Track Status, you then have the option to select the Track you want to see the data for and whether or not it's finished, missing qualification, not started, etc.

  • Here's a breakdown of what the different track statuses mean:  
Track StatusDescription
Track finished and qualifiedThe user has completed all required questions and all track qualifications have been submitted and marked Qualified. 
Track finished but missing qualificationsThe user has submitted all required qualifications but not all of them have been marked Qualified. 
Track not startedThe user hasn't started the track. 
  • They start a track by submitting the first step of the track—or the standard questions at registration. 
Track started but not finishedThe user has started the track but hasn't submitted the final step. 

6. Click Submit

  • Now you can review the current status for the Tracks you want data for! 

✏️ Quick tip: You can export this data to a CSV! Once you've applied all of the filters you want to, click Export Users from the Select An Action dropdown. 

How to export general Track data 

1. Go to Volunteerism > Tracks

2. Click Export

  • Data for your active Tracks is exported to a CSV file. 

How to export User Track data

1. Go to Volunteerism > Tracks

2. Select the Volunteer Lists tab. 

3. Use the Tracks dropdown to select the Track you need.

4. Click Export

  • Your User Data for that Track is exported to a CSV file. 

Want more info about Tracks? 

Here are some additional helpful resources to help you stay on "Track". 

  • Want to learn more about Tracks? Click here!
  • Looking for information about editing Tracks? Click here
  • Want to see how you can manage volunteers in your Tracks? Click here
  • Do you want to share important links for your Tracks? Click here to find out more! 
  • Click here to learn more about deactivating Tracks or here to learn about cloning them! 
  • Want help setting up the user registration? Click here
  • Do you prefer videos? Check out this resource for our video library on tracks!