In this article:
- Volunteer time
- Volunteering summary
- Volunteer commitments
- Volunteer reports
- Custom volunteer reports
Basic volunteer time tracking, a standard offering in all LGL accounts, is a lightweight way to track how much volunteering time is accruing to your organization and which volunteers have been engaged. It’s possible to track date, volunteer hours, types of hours, number of hours, the type of volunteering that was done as well as a description of the work.
You can add volunteering information to any constituent in the Related activity section:
If you just need to add some volunteer time, you can do that as well.
All volunteering activity is listed in the Related activity section, but it is summarized directly below the giving summary on the constituent details page:
If it makes sense to track someone’s commitment to volunteer, you can add a new commitment and time entries:
You can generate volunteer reports showing in two ways:
- Constituent reports group data at the constituent level. You can find out a lot about the constituent in such a report, such as their total giving and their volunteer time entries. Every row (or page in the case of a PDF report) will be a roll-up for a single constituent.
- Volunteering reports group data based on volunteer entries. You can create a report, for instance, that shows every single volunteer entry for the time period you specify. If a single constituent volunteered eight times in that time period, your report will contain eight rows of data.
There are the multiple types of constituent and volunteering reports you can create, as described below:
In a constituent report, using the “Volunteer Hours Last Fiscal” template:
Note: There’s also a template available for “This Fiscal”.
The report yields one page per constituent, summarizing volunteer activity by category and showing individual entries by date, as shown here.
In a constituent report, using the “Volunteer Hours (csv)” template:
Reporting by constituent shows lots of information about the constituent and summarizes hours and count for current and prior fiscal years.
In a volunteering report, choosing to use the “Volunteering” template. This shows every volunteering time entry, with date, hours, category, and description:
In a volunteering report, using the “Volunteering Categories (csv only)” template:
This creates a summary report by volunteer category showing count and hours, as shown here:
Custom volunteer reports
You can also create custom reports for both constituent reports and volunteering reports.
In the example below, we are generating a report on the 33 constituents who have volunteered between 2010 and 2015 (inclusive). We will get back columns showing volunteer hours and volunteer commitments. Note that you need to indicate the count you want (1 would bring back only the most recent entry).
Example of a custom constituent volunteer report: