Volunteer Impact Tracker

The Volunteer Impact tracker is a public reporting tool where you can see data about your community’s volunteer activity.

Depending on its settings, the Volunteer Impact tracker can display the following impact metrics:

  • Total Hours

  • Hours Goal

  • Grants Processed (USD)

  • Grants Processed Goal (USD)

Note: This grants data is tied to the Volunteer Grants feature. This data does not include Incentives.

You can use filters from your HR file to view breakdowns of your community’s volunteer impact data. You can set up to five levels of filters. Level one should be your broadest category, with each subsequent level narrowing down.

For example:

  1. Level One filter: Employee Country

  2. Level Two filter: Employee State

  3. Level Three filter: Employee City

This tracker will not appear in any CSRconnect navigation menus. You and your employees can access the dashboard through a direct link. You can share the direct link as widely as you want, whether you share it with all employees or only share it to a set of relevant staff.

The Volunteer Impact tracker link uses the following format: https://clientname.yourcause.com/home#/newvolunteer/impactreport

Setting up the Volunteer Impact tracker

Admins can set up their community’s Volunteer Impact dashboard from CSRconnect Admin Portal, Volunteer, Volunteer Impact.

To manage the Volunteer Impact tracker, you must have the Can Access Volunteer Impact Tracker permission. See Manage roles.

  1. Use the toggle to enable this feature.

  2. You can enter a Display Name to customize the header on the tracker page. “Volunteer Impact” is the default header.

  3. Under Date Range settings, select what dates should display in your tracker. You can select Use Default YTD to view this calendar year’s data, or Use Custom Date Range to customize your dates.

  4. Select Volunteer Hours to include volunteer hour data in the tracker. You can also set a community-wide volunteer hours goal. The tracker will report your progress against that goal. You must set a community-wide volunteer hours goal if you would like to track any volunteer hour goals at the filter levels.

  5. Select Show Grants Dollars Processed to include team grant data in the tracker. You can also set a community-wide team grants goal. The tracker will report your progress against that goal. You must set a community-wide grants goal if you would like to track any grants goals at the filter levels.

    1. The tracker displays grants data in USD.

  6. Under Define HR Filters, you can select up to five levels of filters from your HR file to slice your volunteer impact data. Level one should be your broadest category, with each subsequent level narrowing down.

    • Region

    • Division

    • Custom1

    • Payroll Center

    • Custom Segment

    • Employee State

    • Employee City

    • Employee Country

    • Employee Business Unit

    • Employee Affiliate Site Code

    1. To add a filter level:

      1. Select + Add.

      2. Select an HR Filter.

      3. Edit the filter’s Display Name, if desired.

    2. To add a filter value to a level:

      1. Select + Add Values.

      2. Select the values from this HR file field to include in your tracker.

      3. Select Save.

      4. For each value, you can select Set a Goal to include a volunteer hour or grant goal for this group.

      5. For your Level One filter values, you can also customize the Display Name and upload a thumbnail Image. Thumbnail images will resize to a 24-pixel height.

  7. Select Save Changes.