Volunteers
The Volunteer Reports let you view and download the data submitted on volunteer forms on your organization's website. You can set the timeframe for the reports to show only those forms submitted on a particular day or in a particular week, month, year, or quarter. You can also set the range to Maximum (the lifetime of the site) or specify a Custom date range.
To View a Volunteer Form Report
- First, decide whether you want to view a report about an individual volunteer form, several volunteer forms, or all volunteer forms on the site. Then:
- To view a report about a single volunteer form, locate the form you are interested in by scrolling down or by searching. Then, click the View link.
- To view a report that combines several volunteer forms, locate the forms you are interested in by scrolling down or by searching. Place a check in the checkbox next to each of the forms. Finally, click the View button at the bottom of the list of forms.
- To view a report that combines all volunteer forms on your organization's site, click the View button next to All Volunteer Forms.
- You will be taken to a page that displays:
- Volunteers
- The total number of people who submitted the volunteer form(s)
- Unique Volunteers
- The de-duped number of people who submitted the volunteer form(s)
- Volunteers who are new members
- The total number of people who joined your list by submitting the volunteer form(s)
- Page views
- The total number of times the volunteer form(s) have been viewed
- Conversion
- How frequently a person who viewed the volunteer form(s) chose to submit the volunteer form(s). If 10 people come to the volunteer form page but only one submits the form, that is a 10% conversion rate.
This page also displays all the volunteer options available for that particular form. Next to each volunteer option is the total number of volunteers for that option and View Volunteers link to see a list of all the volunteers, the date each person volunteered, and a link to his or her member profile.
To Download a Volunteer Form Report
- First decide whether you want to download a report about an individual volunteer form, several volunteer forms, or all volunteer forms on the site. Then:
- To download a report about a single volunteer form, locate the form you are interested in by scrolling down or by searching. Then, click either the CSV or Excel link.
- To download a report that combines several volunteer forms, locate the forms you are interested in by scrolling down or by searching. Place a check in the checkbox next to each of the forms. Finally, click either the CSV or Excel button at the bottom of the list of volunteer forms.
- To download a report that combines all volunteer forms on your organization's site, click either the CSV or Excel button next to All Volunteer Forms.
- A new window will appear with a progress bar. When the progress bar reaches 100%, a message will appear that says "Report Complete: Volunteer Report (right-click, Save As, to save to disk)". Right-click on the Volunteer Report link and save the file to your computer. The file is in CSV (comma-separated) or Excel format and can be opened in Excel or other spreadsheet programs.