Volunteer Reporting

The Volunteer Standard Reports allow you to pull reports on your community's volunteer activity. From the CSRconnect Admin Portal, select Admin tools, Reporting, Standard Reports, Volunteer.

Tip: For reporting on CRA participation, see the CRA Participation Report in the Other section.

You can give a role access to specific standard reports, or you can allow access to all standard reports using the Can access All Reports permission.

Note: Standard reports are updated every four hours.

Project Details Report

This admin report provides a view into the project details for all projects within your community. It includes internal and external project information and details, organization information and role details.

For example, use this report to locate a detailed view of the projects within your community, broken down by project role.

Project Role Summary Report

This admin report provides additional information about all project participants, and any hours they may have logged for this project, across all projects within your community. It includes detailed employee information, project creator information, role details, and organization information.

For example, use this report to view the projects or roles your employees have signed up for, or expressed interest in, and the status of their participation.

Volunteer Participation Report

This is a client admin report that gives detailed information for each participant in a event or individual activity within a given date range. It includes event/activity information, participant information & details, and charity information.

Common use cases / questions answered:

  • "I would like to see a detailed view of all participation in my community."

  • "I depend on a report that can tell me all of my volunteer activity so I can send it directly to my team leads."

This report includes personal information and is transactional. We recommend pulling smaller time frames for faster delivery.

A comprehensive list of report fields and definitions is available for the Volunteer Participation Report.

Volunteer Time Off (VTO) Report

This report closes the gap for VTO programs. The report offers information on each employee's VTO request and can be used to share with your payroll team to properly account for approved VTO.

Volunteer Grants Report

This admin export focuses on grant applications in a specific volunteer grant program. On a program by program basis, Admins can view employee information, volunteer grant request data, and volunteer grant status details.

Common use cases / questions answered:

  • "How many Volunteer Grants do I have pending approval?"

  • "What was the activity for my Volunteer Grant program last month?"

Charity Volunteer Report

This admin export provides event and individual activity information for each charity during a set date range. This includes hours volunteered by users and their guests, participation, total events and individual activities, and hours per participant.

Common use cases / questions answered:

  • “How do I tell which charities are impacted by our volunteer activity?”

  • “How many events have happened for {Charity Name}?”

A comprehensive list of report fields and definitions is available for the Charity Volunteer Report.

Individual Activity Report

This is a client admin report that gives individual activity information for each personal activity within a given date range. It includes activity information and details, creator information, and charity details.

For example, use this report to:

  • Find a holistic view of your user's individual volunteering efforts.

  • Provide lower-level admins with a view into all personal volunteer activities, without having to give Tableau access.

A comprehensive list of report fields and definitions is available for the Individual Activity Report.

Geographic Volunteer Report

This admin report provides the ability to export volunteer activity for each HR file geographic region during a given date range (from the highest level at Region to lowest level at City). This export includes total employees in the HR file, unique employee participants, participation levels, hours, events, individual activities, organizations supported, and average hours volunteered per participant.

Business Unit Report

This is an admin export with volunteer activity for each business unit during a given date range. This includes total employees in the HR file, unique employee participants, participation levels, hours, events, individual activities, organizations supported, and average hours volunteered per participant.

Common use cases / questions answered:

  • Admins can see how their business unit is participating compared to others

  • Admins can manage volunteer campaigns by viewing their business unit at a high level

Company Volunteer Report

This is an admin report featuring volunteer activity for each employee during a given date range and the ability to filter results by employee manager. This includes total employees in the HR file, unique employee participants, hours, events, individual activities, organizations supported, and average hours volunteered per participant.

Common use case / question answered: “Is there a report that I can share with anyone in the company that gives our volunteer participation?”

A comprehensive list of report fields and definitions is available for the Company Volunteer Report.

Volunteer Events Report

This admin report gives event information for each team event within given date ranges. It includes internal and external event information and details, creator information, participation analytics, and charity details.

For example, use this report to:

  • Gain a holistic view of events in your community.

  • Provide lower-level admins a view into all volunteer events, without having to give Tableau access.

  • View details that do not include personal information, only event information.

A comprehensive list of report fields and definitions is available for the Volunteer Events Report.

Group Volunteer Participation Report

Use this report to view volunteer participation rolled up into each group or chapter. The report offers information such as the number of employees in a group, percentage participation by group members, and average hours volunteered.

A comprehensive list of report fields and definitions is available for the Group Volunteer Participation Report.