Recent Updates
-
Updated on: Jun 09, 2013
Opportunity Coordinators and Volunteer Leaders - what's the difference?
Before we start looking at occurrences -- its important to understand the distinction between the Opportunity Coordinator and a Volunteer Leader.
So what's the difference?
The Opportunity Coordinator is the one person designated as the lead in managing the volunteers for a given occurrence.
IF the Opportunity Coordinator is a volunteer who has the Volunteer Leader Profile -- then the Opportunity Coordinator is also connected to the occurrence as a Volunteer Leader.
-
Updated on: Jun 09, 2013
Admin Status of Volunteer Opportunities and Occurrences
Sometimes you might want to track volunteer opportunities, occurrences and connections strictly on the back end of the system. This is sometimes true for corporate events where volunteers will not be interacting with the website, but you still want to keep track of who volunteered and how many hours they served.
This can be done by placing a volunteer opportunity and its occurrences in Admin Status.
-
Updated on: Jun 09, 2013
Expressing Interest in opportunities
If an organization wants to review the volunteer before 'approving' them and confirming them as a volunteer - they may choose to designate the project as "Express Interest" rather than "Sign Up". In this scenario an Express Interest Button appears instead of a Sign Up Button
-
Updated on: Jun 09, 2013
Viewing your saved Searches
Searches that you've filtered on the "Find an Opportunity" page can be saved after the search has been executed. From the "My Account" tab you can also recall your saved searches and go directly to a search result.
You can also remove saved searches from your account.
-
Updated on: Jun 09, 2013
Organization Profile view
-
Updated on: Jun 09, 2013
Video: Data Bucketing
Data Bucketing lets you quickly categorize report records without creating a formula or a custom field. When you create a bucket field, you define multiple categories (buckets) used to group report values. For example, create a bucket field named Size based on the # Employees field. Then, create buckets that group records into “Large,” “Medium,” or “Small” ranges that you define. Bucket fields can be used like any other field to sort, filter, and group your report.
Manual Reports and Dashboards -
Updated on: Jun 09, 2013
Video: Building Matrix Reports
Matrix reports are similar to summary reports but allow you to group and summarize data by bothrows and columns. They can be used as the source report for dashboard components. Use this type for comparing related totals, especially if you have large amounts of data to summarize and you need to comparevalues in several different fields, or you want to look at data bydate and by product, person, or geography. Matrix reports without at least one row and one column grouping show as summary reports on the report run page.
Manual Reports and Dashboards -
Updated on: Jun 09, 2013
Using Conditional Highlighting and Drill Down to perform analysis on summary calculations
We often want to know how many connections a volunteer had in a given time period. And there is a stock report in HandsOn Connect that can answer that question for you:
You'll find it in the HOC Basic Reports Folder: "# of Connections per vol (Calendar Yr)
Manual Reports and Dashboards -
Updated on: Jun 09, 2013
Building reports around the connection record using related lookup fields
A lot of the information you will want to get out of your data is about people who have volunteered. And that information will be found in the Connection Record.
You will want your primary object for certain kinds of reports to be the Connection object -- however when you go create the custom report type - you'll find the secondary objects aren't there! You COULD choose to build the report around the Contact object - but there's a better way.
You can get to fields you might not otherwise access, through the lookup fields that are in an object. And the Connections record is FILLED with lookups!
Let's say we wanted to get a report on all connections, that included the Volunteer Type, the Location name, and other fields from other objects.
Manual Reports and Dashboards -
Updated on: Jun 09, 2013
Controlling the Fields that are Available for Report Types - "Why are fields not available for my report?"
When a New Custom Report Type is created, The fields of the various objects available to the report are made accessible when you create reports of that type. However, custom fields that you add to objects AFTER the custom report type was defined, will not automatically be present. That's because you can control what fields are available in a report. You can remove fields that make a report too difficult to work with, or add fields that are missing.
You can also add fields that are related to objects by lookups, instead of adding yet another object to the field!
Manual Reports and Dashboards