Q: I am trying to create a Station Roster spreadsheet and it keeps telling me that “I can’t create this…

In a Windows network environment, Reporter should be installed in [C:\Program Files (x86)\Reporter\] on all 64-bit workstations. The Volunteer Reporter’s…

Which report you run depends upon what you mean by active. By default all reports in the Reporter are about…

You do not need a filter to get a birthday or other list of active volunteers. By default all reports…

To add a new volunteer, open Volunteers. In v6.0 you will first see the Profile screen. In older versions the…

You can customize the youngest volunteer age allowed in Preferences. If it’s set to check birth dates you can only…

Terminate Volunteer v6.0 | Terminate Volunteer v5.9 | Alternate Address v5.9 | Alternate Address v6.0 Terminate the Snowbird Volunteer, Reporter…

See also: Terminate Volunteers Temporarily You can customize codes to track the approval process or hiring tier of new volunteers.…

You can quickly approve TSA hours by first editing any entries that need correction and then approving the rest all…

Full Read & Write Access Required: Data folder [usually on a server] Ideally entire C: drive [where Reporter is installed]…

Change to Detail View – Windows 7 Start button | Computer | Change Your View menu | More Options |…

If you assign each volunteer the times or shifts they are available on the Awards/Avail tab, you can produce a…

The Volunteer Reporter has an availability feature for volunteers on which you can search. With a filter you can bring…

Customizing Awards in Version 6.2. | 6.0 | 5.9 | Ordering Award Levels in the List Version 6.2 Awards In…

Numerical Order The Reporter and computers in general put lists in order alphanumerically, so you can rename your award levels…

Individual Tab Headings | Award Sheet Layout | Instructions Tab | Award Criteria According to their website, the President’s Volunteer…

One method to view volunteers’ incremental hours or years alongside a list of awards already received is to compare the…

Backup Data to Desktop Open the Volunteer Reporter It’s good insurance to close everybody else out of the Reporter, including…

The Mailing Labels report is ideal for organizing birthdays. It lets you choose the birthday month and display the month…

Some organizations like to print volunteers’ birthdays in their monthly newsletters without the birth year. You can produce a report…

Some organizations like to print volunteers’ birthdays by month without the birth year. You can produce a report with that…

We created a new, easy to use wizard which enables you to update a single field for many (or all)…

The Reporter allows you to customize or turn off various fields in Preferences. Canada Country Settings The Reporter allows you…

The Volunteer Reporter displays dates according to each Windows user’s settings in the Region and Language control panel. Set the…

There are a couple of different ways to enter Canadian addresses when you work with a predominantly U.S. database. Either:…

The Reporter allows you to customize all the geographic requirements for Canada. You can change City, ST, Zip, as well…

Fields Lists – Version 6.0 Close Volunteers Click on the File menu Click on Field Lists > Click on Volunteer…

Our customers tell us that the Volunteer Reporter works fine on Citrix/terminal server applications, but we have no direct experience…

Reports | Volunteer Reports | Address List Sort Order – choose City  

Stipends | Stipend Reporting Sometimes volunteers serve with a particular person instead of at a job. We have modified Jobs…

Volunteer Centers commonly use multiple databases. The Volunteer Reporter can handle any number of data sets. And the license allows…

For some organizations, their grants require almost the same kind of reporting on clients served as on volunteers—number served, age,…

Use this report to help determine your primary focus area. The gives the number of volunteers, jobs, and hours served…

The Summary by Service Activity report tallies hours served during a period of time, summarized by service activity. Service Activities…

The Hours Served, Summary by Objective report displays hours served during a period of time, summarized by objective, as defined…

Jobs/Clients Objectives | Old Service Categories | Primary Placements | Special Need for FGPs | Field Lists | Performance Measure…

The first wave of CNCS grantees who are competing in 2012 under the new performance measures need to evaluate their…

If you are a program affiliated with Senior Corps, set up your Preferences to customize for your program. File |…

Use this report to help determine your primary focus area. The gives the number of volunteers, jobs, and hours served…

New reporting requirements for Senior Corp programs affiliated with the Corporation for National and Community Service (CNCS) were released late…

There are three areas where you can select a volunteer’s Primary Job Placement in Reporter version 6.1: Volunteers, Placements, and…

The Primary Placements report shows the primary placement and hours for each volunteer. Optionally, you can limit it to display…

Filter on Primary Placements for Volunteers Open Filters. Add Filter Name it Primary Placements. Save. Placements Limits tab Select Primary…

Military Volunteers | Military Clients | Reports On the 2013 Progress Report Supplement CNCS asks three questions about military members…

The Service Activity Statistics report gives the number of volunteers, jobs, and hours served for every service activity. [Organized by…

The Station Roster in version 6.1 fulfills the CNCS 2012 format which categorizes stations by Focus Areas and Objectives. Every…

Station Roster Date FLASH! October 2012 – Version 6.0k patch for the new version of the Station Roster. The Station…

The Stations by Focus Area report yields: For all stations where hours were served, this lists the focus area, the…

Electronic signatures are accepted via the web by volunteers and stations who use the Web Assistant. Senior Corps and other…

This page covers setting up custom Volunteer codes for version 5.9 and previous. The procedure is similar for Station and…

Code Fields work great if you need to select a single choice from a list. To label a field, e.g.,…

Setup a Custom Volunteer Code How to set up a custom volunteer code in version 6.0. Open File | Field…

List Fields – Volunteer Profile Tab The List fields (version 6.0) let you choose multiple selections, the same way that…

List with Date Fields – Volunteer Profile Tab The List with Date fields (version 6.0) let you choose multiple selections,…

Copying Data from One Data Set to Another An easy way to get data from an existing data set into…

Copy and Paste Keyboard Shortcuts to Copy and Paste In the Reporter you can copy and paste from single fields…

Couples Mailing Labels: Only those marked as needing a label The Reporter defaults to the Mailing Name when you do…

People have reported that their keyboard seems to “stick” sometimes and that they can free it up by pressing and…

Customization Our program, the Volunteer Reporter, offers an array of powerful features that will help you create custom reports, spreadsheets,…

The Volunteer Reporter database, offers an array of powerful features that will help you create custom reports, spreadsheets, templates, mail…

The Reporter is quite flexible, with custom code fields for Volunteers, Stations and Jobs. Each of those sections has a…

Send Data If you are sending data for us to convert, remember that you will not add any new data…

You can upload your data to send to us via a file upload on our website at volsoft.wpengine.com/support/upload/ Your email address:…

When two data sets will be merged, it is best to clean up your data beforehand. But you can also…

We used to have you send your Volunteer Works data for us to convert into the Volunteer Reporter, but now…

Preparation Export your data from Volgistics making sure to choose a separate column for each phone number. Include every field…

Import Volunteer Works data directly into the Volunteer Reporter with a free utility on our website. Below the middle of…

For your data conversion from Maverick, be sure to schedule with us first. The file to send is an MS…

The Reporter does not provide a way to track changes specific to a user per se, even though you can…

In the Reporter, click on Help | About the Volunteer Reporter. Write down the path to the Data Folder. If…

The Volunteer Reporter database runs on your own system, not the Web. The data folder is typically located on your…

First Create a New Data Folder You may need to create a new data set after you first install the…

First Create a New Data Folder You may need to create a new data set after you first install the…

It sounds like your workstations are not all pointing to the same data. The way you can fix that is…

Copying Data from One Data Set to Another An easy way to get data from an existing data set into…

When you add new Volunteer, Placement and Hours records, keep in mind that certain dates you enter will restrict other…

You can customize date checking in Preferences. Date Preferences are accessed via the File menu | Preferences | Date Limits…

Touch-Screen Assistant History Report The Reporter now keeps a historical record of every time a volunteers signs in or out…

The Volunteer Reporter is a standalone program designed for volunteer management, built on Visual dBase, version 10, so it does…

As far as we know, there is no ODBC driver for dbf files, version 10. The only programs we know…

In the Hours Grid method of entering hours, you can select whether to enter in hours and minutes or hours…

A utility built into the Reporter enables you to delete the files attached to terminated volunteers in order to further…

Q: How do you end a placement or job of a volunteer without deleting them or the hours they volunteered…

How to Download a Free Trial Instructions for Firefox | Instructions for Internet Explorer Downloading and installing the Volunteer Reporter…

Microsoft Windows uses DEP for memory allocation for data. Refer to Windows Help file for more information. It seems that…

Microsoft Windows uses DEP for memory allocation for data. Refer to Windows Help file for more information. It seems that…

You can create a Do-It-Yourself Spreadsheets for Volunteers, Jobs and Stations. Create an unlimited number of custom, reusable spreadsheets that…

You can create a Do-It-Yourself Spreadsheets for Volunteers, Jobs and Stations. Create an unlimited number of custom, reusable spreadsheets that…

You can create a Do-It-Yourself Spreadsheets for Volunteers, Jobs and Stations. Create an unlimited number of custom, reusable spreadsheets that…

You cannot make the font larger in the Reporter per se, but a way to make fonts larger overall is…

Edit a Job Name Select Jobs from the main menu in the Volunteer Reporter. In Jobs, click the Edit button.…

Individual Email To start an email message to a Volunteer or Supervisor, open the appropriate record in the Reporter in…

Microsoft Office Help Topic Outlook 2003 You can choose to download pictures and other blocked content on a per-message basis…

Hours Report for a Single Station Stations | choose the station | Print button | Station Hours by Volunteer Set…

If  you are using Word Timesheets, this method might work for you. I’ve tried it only with Word 2003. Open…

The Sample Envelope template in the Volunteer Reporter Letters & Envelopes (Volunteers or Jobs or Stations) assumes you are using…

The error log resides inside the Reporter’s Program folder. Locate the Error Log In the Reporter click on the Help…

Problem May 13, 2008. When I was exporting Hours Served Summary by Volunteer to Excel I noticed that the totals…

How to Delete Extra Columns in Excel Click column D (Stipend in the screen shot) or whichever your first column…

Alternative Filter to Exclude Volunteers Based on Cause of Termination An unusual way to exclude terminated volunteers in the Volunteer…

Filter to Exclude Terminated Volunteers e.g., Include Only Active By default, the Reporter includes only active volunteers on reports, with…

The Print/Export button enables you to print specific pages or the entire report, export the report as another file type,…

Export Web Assistant New Hours to Excel In the Web Assistant screen, New Hours tab, click Print to export the…

Stipends | Stipend Reporting Sometimes volunteers serve with a particular person instead of at a job. We have modified Jobs…

The List fields let you choose multiple selections, the same way that the skills list works. This example tracks prospective…

Field Lists Setup for Volunteers Version 6.0 introduces the Volunteer Profile which offers great flexibility for viewing and tracking volunteer…

Tracking Volunteers Assigned to Clients/Jobs DIY Number Requested and Number Filled Make use of the Number Requested and Number Filled…

Version 5.7 Filter for Clients or Jobs Use these two filters on any reports to single out just the Clients…

Mailed Newsletters to Those Who Do Not Have an Email Address When sending newsletters some organizations email a digital newsletter…

In order for Volunteers and Supervisors to login to the Web Assistant, they need to each have an active placement.…

Lifetime Hours Filter for 4000 Hours Filters | Add Filter Add a filter and name it something like Lifetime Hours.…

Since Version 5.7 you can easily include or exclude terminated volunteers. After you name a filter, you can set limitations…

Filters Quick Overview You can easily make any filter specific to your need of the moment based on precise fields…

Filter on Starting Date If you need to get a statistical report on the demographics of newly referred volunteers, make…

Statistics Reports The Reporter makes it easy to bring up the hours for just those volunteers aged 55 and over.…

Alternative Filter to Exclude Volunteers Based on Cause of Termination An unusual way to exclude terminated volunteers in the Volunteer…

Filter to Exclude Terminated Volunteers e.g., Include Only Active By default, the Reporter includes only active volunteers on reports, with…

Filters Quick Overview The filters included in the Reporter installation are samples you can delete. You can easily make any…

How to find a volunteer by first name: From the volunteer screen click on the Find button. Click on the…

When people first do a send-and-receive in the Web Assistant, they sometimes get a message to make a firewall exception:…

Change Font Size You can choose to increase the size of the screen fonts used throughout the Reporter. Change the…

Change Font Size You can choose to increase the size of the screen fonts used throughout the Reporter. Change the…

You can make a custom report by exporting the Volunteer Birthdays and Ages report to Excel and formatting the text…

Startup Options Manual | Introduction | Startup Options When you first start the Reporter, you can press one of several…

GROUPS TAB Volunteer Groups is a tab on the Volunteer screen. A person can belong to one or several groups.…

Sometimes when you try to delete a value in the Reference Codes you get the message that you cannot delete…

Add a Group Name – Reference Codes First you will add the group name Click the Reference Codes menu Volunteer…

Q: I was trying to create a new time sheet and inadvertently the title now prints on all reports. How…

You can upload your data to send to us via a file upload on our website. Your email address: Enter…

In the Hours Grid method of entering hours, you can select whether to enter in hours and minutes or hours…

You can now enter a volume of hours for a single date into a large grid. After you activate the…

New Volunteers Missing on Hours Grid Hours for a New Volunteer When you first open the Hours grid, the title…

Hours plus Lifetime Hours Spreadsheet, Active Only The report that will give you Hours plus Lifetime Hours is the Hours…

Impact Jobs An Impact Job is one where volunteers are making an impact on your community. It’s a job where…

Registry entry missing or access denied. | Data Type Mismatch I have installed Volunteer Reporter 5. I have downloaded your…

Q: Can I import more data later? A: No, because each time you import data with the Import Assistant it…

Download the Import Assistant (Import.exe) into the Reporter’s program folder which is probably c:\reporter\program. After downloading, run Import.exe and follow…

Our website explains about the Import Assistant at volsoft.com/support/utilities.htm. The Import Assistant runs in two steps, one for Volunteers and…

Enclosed are more detailed instructions than you find on our website. Feel free to call if you have questions. Volunteer…

If you have the CNCS Station Roster in the Excel format the Corporation provides, you can use that as the…

Import Volunteer Works data directly into the Volunteer Reporter with a free utility on our website. Below the middle of…

Preparation Export your data from Volgistics making sure to choose a separate column for each phone number. Include every field…

Other Printing Solutions Q: Every time this one workstation tries to pull volunteers hours or address labels on stations we…

The Reporter is set up to handle In-Kind Reimbursements automatically after you set it up with that in mind. On…

There is a report on Terminated Volunteers, but the Inactive Volunteers reports are about non-terminated volunteers during a particular period…

Include Only Terminated Volunteers By default, the Reporter includes only active volunteers on most reports, with the large exception of…

Close all the Touch-Screen programs. Close all copies of the Reporter except one. Backup the Reporter from the file menu…

Close all the other Reporter programs. Open the Reporter. Backup the Reporter from the file menu in the Reporter [File…

Click Next. Click “I accept the agreement” and Click Next. The Reporter knows to reinstall over the original location, so…

The Volunteer Reporter works on any Windows network as a database using Windows file sharing. The data resides in a…

Here are the directions for upgrading the Reporter on a network. The Volunteer Reporter works on any Windows network as…

First: Backup the Reporter Data Open the Volunteer Reporter File menu | Backup Click the file folder icon to the…

Minimum User Rights for the Reporter to Run Every Volunteer Reporter user [and Touch-Screen Assistant] needs full read/write access to:…

Issue Areas in the Volunteer Reporter are groupings of service categories for reporting statistics to the Corporation for National and…

Adding a Placement In order for a volunteer to show up on the Touch-Screen Assistant, the Web Assistant, or to…

Migrate Job to Different Station Open Jobs/Clients Select the job you wish to move to a different station Click Edit.…

To get a list of job names and descriptions on a report: Reports | Job Reports | Job Description List…

Scheduling by Job Shifts We have a few customers who set up their jobs creatively by naming their jobs as…

To find jobs and clients who do not yet have a volunteer assigned to them, make a filter on the…

Birthday Labels The Mailing Labels report is ideal for organizing birthdays. It lets you choose the birthday month and display…

Labels – Name Badges This will help you get started creating name badges. Reports | Volunteer Reports | Labels |…

In the rare case that you will check the Language Driver, find it on the BDE Administrator Control Panel. Click…

Word Letters and Envelopes Overview The Reporter enables you to print form letters for individual volunteers, stations, and jobs as…

Our license constitutes our contract with the customer. The license and warranty information are located in the Reporter’s Reference Manual…

Lifetime Hours Filter for 4000 Hours Filters | Add Filter Add a filter and name it something like Lifetime Hours.…

Lifetime Hours Fix The Lifetime Hours on the volunteers’ info tab calculates as of today by adding all the hours…

List Fields – Volunteer Profile Tab The List fields (version 6.0) let you choose multiple selections, the same way that…

Live Update Instructions You can run Live Update from the Help menu any time. Your computer must be connected to…

Live Update usually runs automatically at the time interval set in Preferences. In addition, you can run Live Update from…

Live Update appends the next alpha letter to the current version number of the Volunteer Reporter. Since version 6.0 you…

Enclosed is a section of Microsoft’s help file in Excel 2007, verbatim, with the addition of some screen shots to…

Mailing Labels for Couples Couples Mailing Labels: Only those marked as needing a label The Reporter defaults to the Mailing…

Tracking Temporarily Terminated Volunteers Temporarily Terminated Volunteers You can terminate your volunteers who are temporarily inactive. And then restart them…

Live Update usually runs automatically at the time interval set in Preferences. In addition, you can run Live Update from…

Inside the Reporter, on the Help menu, you will find a link to the Reference Manual PDF and the Help…

Skills v.5.9 Overview To match a volunteer skill to a requested skill by a Job/Client, e.g., volunteer shoppers with clients…

Merge Certificate – Change Text Direction This is an unusual request—to be able to merge volunteers’ names and the date…

Mail Merge for new Post Office Bulk Mailing Regs Requiring “or Current Resident” Prior to Version 5.8 As of Volunteer…

Merging in Word 2007 First make either a Merge File or Spreadsheet in the Reporter. If you produced a spreadsheet…

Merging Usernames, Passwords and PINs – New in 5.6 New in 5.6 Passwords With version 5.6g, you can include 3…

This describes migrating data from the local drive to a network folder. Create a Data Folder First make a shared…

Migrate Job to Different Station Open Jobs/Clients Select the job you wish to move to a different station Click Edit.…

Change/Move Placement v6.1 You can now manage a job’s volunteers right from the job screen. This mirrors what you can…

Trouble Connecting to the Data If you are having trouble connecting to the data on the network, here’s a setup…

VolSoft support is exclusively for the our programs, the Reporter and modules. We are not network experts and cannot help…

Mailed Newsletters to Those Who Do Not Have an Email Address When sending newsletters some organizations email a digital newsletter…

Number Filled is Zero – Volunteers Assigned to Clients To find jobs and clients who do not yet have a…

Numbering Abnormalities Sometimes people put an O in the numbering scheme instead of a zero, as in Station numbers SO1221…

Numbering System Fix Numbering Abnormalities Sometimes people put an O in the numbering scheme instead of a zero, as in…

Statistics Reports The Reporter makes it easy to bring up the hours for just those volunteers aged 55 and over.…

Password protection in the Volunteer Reporter is set up right inside the Reporter. You can do it yourself. Go to…

Merging Usernames, Passwords and PINs – New in 5.6 New in 5.6 Passwords With version 5.6g, you can include 3…

Live Update appends the next alpha letter to the current version number of the Volunteer Reporter. Since version 6.0 you…

Online Purchases Renew Your Support/Upgrade Package Go to volsoft.com Click on Support | Technical Support and Upgrade Bundle If purchasing…

In our experience performance lag is not inherent in the software, it’s an issue with the network setup. If it…

Minimum User Rights for the Reporter to Run Every Volunteer Reporter user [and Touch-Screen Assistant] needs full read/write access to:…

Volunteer Photos You can insert photos from your computer onto the volunteer’s record, then print, rotate, crop, and export them.…

PINS for Touch-Screen Assistant and Web Assistant The Touch-Screen Assistant enables your volunteers to enter their PINs and sign themselves…

Adding a Placement In order for a volunteer to show up on the Touch-Screen Assistant, the Web Assistant, or to…

Change/Move Placement v6.1 You can now manage a job’s volunteers right from the job screen. This mirrors what you can…

Volunteer Placements Report v6.1 The Volunteer Placements report displays at a glance all the placements of an individual volunteer right…

Placements and Hours Whenever you click Add in the Hours screen in the Volunteer Reporter, the Add button changes to…

Data in Report Reports: 2008_PPVA

Preferences (File Menu) The Screen tab, Customize tab, Performance tab, and the Hours Display on the General tab apply only…

You can customize date checking in Preferences. Date Preferences are accessed via the File menu | Preferences | Date Limits…

CNCS Customization in the Volunteer Reporter – v6.1 If you are a program affiliated with Senior Corps, set up your…

Preferences for Reimbursements File | Preferences | Reimbursement Limits Reimbursement Limits Tab Do you reimburse volunteers at all? Check this.…

Currently the Reporter is only in English although it handles any country’s formats for currency, dates, addresses, and phone numbers.

The Reporter allows you to customize all the geographic requirements for outside the US. You can change City, ST, Zip,…

Reimbursement Limits Tab Do you reimburse volunteers at all? Check this. Do you reimburse for this? Check each one you…

Close all but the main menu in the Reporter | Click on the File menu | Preferences | Customize tab.…

President’s Volunteer Service Award – Manual Procedure Three ways to tackle the report Paste into the Certificate Build a Custom…

Station Roster Can’t Open – “already open” Q: I am trying to create a Station Roster spreadsheet and it keeps…

Q: I am trying to create a Station Roster spreadsheet and it keeps telling me that “I can’t create this…

Print and Preview Timesheets Timesheet for Single Record Preview, Print, Export and Email Procedure You can print timesheets specific to…

A few people who are using a printer all of a sudden cannot preview reports but they can still print…

A few people who are using a printer all of a sudden cannot preview reports. In order for the Reporter…

Q: Every time this one workstation tries to pull volunteers hours or address labels on stations we get this error:…

It seems that several HP printers including the 1300 series print the first page of labels ok, but other pages…

Sometimes to test previewing a report in the Volunteer Reporter you will manually add a printer driver to the Devices…

Field Lists Setup for v6.0 & 6.1 Field Lists Setup for Volunteers v6.0 Version 6.0 introduces the Volunteer Profile which…

Code Fields Missing in the Volunteer Profile When custom codes aren’t appearing on the Volunteer Profile screen, the codes are…

List Fields – Volunteer Profile Tab The List fields (version 6.0) let you choose multiple selections, the same way that…

Volunteer Profile Screen v.6.0 Overview Your first view of the Volunteers section as of version 6.0 in the Reporter is…

You can determine what version of Windows you have and how much RAM by finding MY COMPUTER on your computer…

Reactivate a Station and its Jobs and Placements Reactivate Station To reactivate a station which has been terminated, in the…

This ‘Table is read only’ error always indicates a lack of user rights. Every Reporter user-workstation needs to have full…

Here’s an example for adding a reference code for stations that are faith based. Go to: Reference Codes | Assign…

The Volunteer Reporter displays dates according to each Windows user’s settings in the Region and Language control panel. Set the…

In-Kind Reimbursements The Reporter is set up to handle In-Kind Reimbursements automatically after you set it up with that in…

Preferences for Reimbursements File | Preferences | Reimbursement Limits Reimbursement Limits Tab Do you reimburse volunteers at all? Check this.…

The first thing to do when you get a database engine error is to reindex. Reindexing is very easy to…

Overview: The Volunteer Reporter works on any Windows network as a database using Windows file sharing. The only problem people…

Disclaimer: We are not Windows or networking experts, but we offer our take an RDP as an overview, below. Refer…

If you have occasion to send us multiple backup files made on the same day, you can modify their names…

Online Purchases Renew Your Support/Upgrade Package Go to volsoft.com Click on Support | Technical Support and Upgrade Bundle If purchasing…

This issue addressed in this tutorial was fixed with a patch in version 5.7, but the method for resizing secondary…

Read and Write access to data folder Read and Write access to C: drive [minimally Reporter program folder; temp folder…

Restart a Terminated Placement To restart a placement, open Placements from the main menu. Find the Volunteer. You can use…

Restart a Terminated Volunteer Restart a Terminated Volunteer v6.0 Restarting a Volunteer in version 6.0 is simplified. Volunteers | Profile…

Reactivate Reactivate Placement You can reactivate a Volunteer’s placement by going to the Placements section from the middle button on…

This describes migrating data from the local drive to a network folder. Create a Data Folder First make a shared…

How to restore data when the Reporter has an error. If the Reporter says it needs to upgrade your data,…

Bypass to Open Select Data Sets if Otherwise Unavailable When you press F5 on the keyboard as soon as the…

First, Select or Verify the Proper Data Set The Reporter restores data into the currently selected data set. Make sure…

Scheduling / Availability Q: Is there a way to schedule the volunteers repetitively for the same job type and same…

Scheduling When Volunteers are Unavailable or Jobs are Unfilled Q: I need to block off daily times when individuals are…

Scheduling Reports Schedule and Timesheet reports display in a list format of the available time slots and volunteers scheduled for…

Scheduling Use Schedules to keep track of when volunteers will be serving at their placements. You can set schedules from…

Stipends | Stipend Reporting Sometimes volunteers serve with a particular person instead of at a job. We have modified Jobs…

Occasionally we are asked about server hosting. The Volunteer Reporter works on any Windows network as a database using Windows…

Server Permissions The Volunteer Reporter works on any Windows network as a database using Windows file sharing. The data resides…

VolSoft support is exclusively for the our programs, the Reporter and modules. We are not network experts and cannot help…

Online Purchases Renew Your Support/Upgrade Package You can renew your yearly tech support and Web Assistant subscriptions on-line using a…

Overview To match a volunteer skill to a requested skill by a Job/Client, e.g., volunteer shoppers with clients requesting shoppers,…

Skills and Availability Matching The Volunteer Reporter has an availability feature for volunteers on which you can search. With a…

Deleting Skills First make a Filter for all skills you wish to delete. Filters | Add Filter | give the…

Using Skills for Scheduling The Reporter is very flexible for accommodating different organizational needs. This is one unique way to…

Terminate the Snowbird Volunteer, Reporter v6.0 With the Reporter you can start and stop volunteers at any time—for example, snowbirds…

Enclosed are some specs for running the Volunteer Reporter and additional modules. The data folder is typically located on a…

Do-It-Yourself Station Spreadsheets You can create a Do-It-Yourself Spreadsheets for Volunteers, Jobs and Stations. Create an unlimited number of custom,…

When you first start the Reporter, you can press one of several F keys quickly to force the Reporter to…

Adding a Placement In order for a volunteer to show up on the Touch-Screen Assistant, the Web Assistant, or to…

Reactivate a Station and its Jobs and Placements Reactivate Station To reactivate a station which has been terminated, in the…

Q: I am trying to create a Station Roster spreadsheet and it keeps telling me that “I can’t create this…

Combine Station Roster Some agencies need to submit roster for more than one data set. Create the stations roster on…

Station Roster Date FLASH! October 2012 – Version 6.0k patch for the new version of the Station Roster. The Station…

Scaling Station Roster Document: ScalingStationRoster

After upgrading the Reporter to version 5.5, you may get a message to upgrade your Station Types, too. You may…

Merge Stations To consolodate two stations into one you can send all the jobs in one station to another station.…

Stipends [Version 5.7 and later versions] You can choose to pay a stipend to some or all of your volunteers…

Stipends | Stipend Reporting Sometimes volunteers serve with a particular person instead of at a job. We have modified Jobs…

Volunteer T-Shirt Size List If you need lists of the T-shirts sizes of volunteers at those scheduled jobs, first make…

Create and Add Word Templates There is some good written info on creating and adding Word templates in the Reference…

Return Address Envelope The Sample Envelope template in the Volunteer Reporter Letters & Envelopes (Volunteers or Jobs or Stations) assumes…

Word Compatibility Using Word 2007 and Word 2003 with Reporter Templates The Reporter does not care what version of Word…

Terminating in the Future Terminating in the future does not work for later adding hours. If you terminate a person…

Terminate Jobs/Clients Q: How do you end a job or client without deleting them or the hours served for their…

Terminate a Placement Open Placements from the main menu. Find the volunteer by name. Select (highlight) the appropriate job placement.…

Terminating Stations The ideal way to handle a station which is no longer contributing hours is to Terminate it. Terminating…

Tracking Temporarily Terminated Volunteers Temporarily Terminated Volunteers You can terminate your volunteers who are temporarily inactive. And then restart them…

Restart a Terminated Placement To restart a placement, open Placements from the main menu. Find the Volunteer. You can use…

Restart a Terminated Volunteer Restart a Terminated Volunteer v6.0 Restarting a Volunteer in version 6.0 is simplified. Volunteers | Profile…

Alternative Filter to Exclude Volunteers Based on Cause of Termination An unusual way to exclude terminated volunteers in the Volunteer…

Filter to Exclude Terminated Volunteers e.g., Include Only Active By default, the Reporter includes only active volunteers on reports, with…

Include Terminated Volunteers By default, the Reporter includes only active volunteers on most reports, with the large exception of Hours…

Adding Cause of Termination Fields Lists – Version 6.0 Close Volunteers Click on the File menu Click on Field Lists…

Terminated Volunteers In general, the Reporter excludes terminated volunteers from reports. The exceptions are reports about Hours—those reports include those…

Active and Inactive Filter Limitations Since Version 5.7 you can easily include or exclude terminated volunteers. After you name a…

How to Reveal Thumbnails in Reports When previewing a report, thumbnails of each page are displayed in a column on…

Word Timesheet – Reformatting Columns Reference Manual: Help | Reference Manual (PDF) | Reference | Reports | Timesheets | 5.10.07…

Print and Preview Timesheets Timesheet for Single Record Preview, Print, Export and Email Procedure You can print timesheets specific to…

Quick Hours Approval in the Touch-Screen Assistant You can quickly approve TSA hours by first editing any entries that need…

Touch-Screen Assistant Auto-Start To make the Touch-Screen Assistant software open automatically when the computer is rebooted, during installation check the…

Touch screen calibration explanation borrowed from three sites: Touch-screen input devices are actually entirely separate devices from the display screens…

TSA New in Version 5.9 Touch-Screen Assistant History Report The Reporter now keeps a historical record of every time a…

Touch-Screen Assistant Hours Missing Question: We have noticed that data from Touchscreen entered logins/logouts are not reflected in the desktop…

Touch-Screen Assistant Logout The TSA cannot automatically logout a volunteer. The Who’s Here screen is designed for, among other things,…

Touch-Screen Assistant Version 5.7 Messages Birthday Messages Date Based Message Message to Individual or Groups

Touch-Screen Assistant French Messages This is what the Volunteer Coordinator sees when writing a message: This is the volunteers’ Interface

Touch-Screen Assistant Send a Survey Message When sending messages to either an individual or a filtered group, you have the…

Touch-Screen Assistant Login Login with your number PIN. Confirm that you entered the right PIN and this is you. If…

Touch-Screen Assistant Modular We shipped the Volunteer Reporter and Touch-Screen Assistant upgrades together on two discs prior to Reporter v5.8.…

Touch-Screen Assistant The Touch-Screen Assistant is an add-on module for the Volunteer Reporter which enables your volunteers to sign themselves…

PINS for Touch-Screen Assistant and Web Assistant The Touch-Screen Assistant enables your volunteers to enter their PINs and sign themselves…

Turn Off Touch-Screen Assistant When reindexing the Volunteer Reporter data or upgrading the Reporter data or the Touch-Screen Assistant software,…

Tracking Prospective Volunteers Temporarily Terminated Volunteers Some organizations terminate their prospective volunteers temporarily until they fulfill their police checks or…

Tracking Volunteers’ Review Dates Track Review Due Dates Tracking which volunteers are due for review, and other anniversaries, is done…

Tracking Volunteers’ Training Some organizations use the Jobs section for recording training since that is easy to report on for…

How to Download a Free Trial Go to volsoft.com Click on “Free 30-Day Trial” button on the Home page Fill…

Impact Jobs Example | Service Category Volunteers Example | Totall Enrollment and Hours Example | POG Example Impact Jobs Example…

Value Wage – the Value of Volunteer Time Designate the value wage for all jobs. In File | Preferences |…

Verify Data Entry A date stamp on new records gives a clue if you are trying to track down an…

Tracking Volunteers Who Are Veterans The Senior Corp wants their organizations to track which Volunteers are veterans and which Clients serve…

PRS Data for Veterans for CNCS – RSVPs On the 2013 Progress Report Supplement CNCS asks three questions about military…

Volgistics Importer Preparation Export your data from Volgistics making sure to choose a separate column for each phone number. Include…

To add a new volunteer, open Volunteers. In v6.0 you will first see the Profile screen. In older versions the…

See also: Terminate Volunteers Temporarily You can customize codes to track the approval process or hiring tier of new volunteers.…

Volunteer Profile Screen v.6.0 Overview Your first view of the Volunteers section as of version 6.0 in the Reporter is…

Volunteer Software Products Overview Thank you for your inquiry about Volunteer Software. Since 1986 Volunteer Software has been designing software…

Volunteer Works Data We used to have you send your Volunteer Works data for us to convert into the Volunteer…

Volunteer Works Import Canada Dates – vwimport.exe Settings to Use with the Volunteer Works Importer Set the language Format in…

Import Data from Volunteer Works Import Volunteer Works data directly into the Volunteer Reporter with a free utility on our…

Using the Volunteer Works Import Assistant with Windows Vista There is a setting on the Windows Control panel that may…

We never recommend using the Volunteer Reporter over VPN, but some organizations successfully use the Reporter that way. Although we…

Web Assistant – Volunteer Messages There are two places on the website that a volunteer can see his or her…

Customizing Web Assistant Screen Messages You can change the messages which appear on your screens on the website in the…

HTML Basic Coding for the Web Assistant Messages The Web Assistant settings accept a little HTML v3.2. It’s not really…

Web Assistant New Volunteer/Placement First here’s a quick checklist of steps to perform whenever a new volunteer or placement has…

PINS for Touch-Screen Assistant and Web Assistant The Touch-Screen Assistant enables your volunteers to enter their PINs and sign themselves…

Reply to Messages in the Web Assistant InBox When you want to reply to an applicant who applies via the…

Saving Messages Downloaded with the Web Assistant Message are sent three ways through the Web Assistant: Via the Messages button…

Send & Receive Uploading and Downloading Data You will use the Send & Receive Wizard often to communicate with the…

Send and Receive Procedure for Updating Jobs on the Web Assistant You will need to upload data from the Jobs…

Web Assistant Letter/Tutorial for Station Supervisors Log in on our site at ________ by clicking the link to Enter Hours.…

Web Assistant Letter/Tutorial for Volunteers Log in on our site at ________ by clicking the link to Enter Hours. Your…

Web Assistant Setup for Volunteer Centers Most of this information is in the Volunteer Reporter Manual: Volunteer Reporter | Help…

Electronic Signature via the Web Assistant Electronic signatures are accepted via the web by volunteers and stations who use the…

When people first do a send-and-receive in the Web Assistant, they sometimes get a message to make a firewall exception:…

Managing Hours Downloads in the Web Assistant Do a Send-and Receive routinely. Approve hours. Do a Send-and Receive including volunteers…

Enter Hours by Day or Month – Web Assistant Setting In the Reporter | Assistants menu | Web Assistant |…

Enter Hours for One or More Jobs and Dates In the Web Assistant, the volunteer can enter multiple dates and…

Past Hours for the Job A volunteer who logs on and enters hours served using the Web Assistant sees the…

Web Assistant Jobs List Specified Jobs List Filter You can decide just which jobs to publish on the Web Assistant…

Trouble Logging in to Enter Hours When you have any problems logging in to enter your hours, contact your volunteer…

Setting Cookies for the Web Assistant In order for volunteers to login and enter their hours their browser must be…

Web Assistant Login Problems Several details need to be in place before a user can login. Auto Assign to firstnameLastname…

Web Assistant Requirements Management from within the Volunteer Reporter. We send your links for you to incorporate into your existing…

Mailed Newsletters to Those Who Do Not Have an Email Address When sending newsletters some organizations email a digital newsletter…

Volunteers Without Email Addresses To get a list of those who don’t have email addresses: Make a Volunteers spreadsheet. Sort…

Word Letters and Envelopes Overview The Reporter enables you to print form letters for individual volunteers, stations, and jobs as…

The following method works for Volunteer Reporter versions before 5.9. As of version 5.9, both the years of service and…

When the Stations Address List is exported to Excel the Zip codes take on a .00 decimal. These can be…