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Volunteer Software

People Helping People

Export Web Assistant New Hours to Excel

In the Web Assistant screen, New Hours tab, click Print to export the New Hours.
Select By Volunteer.

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Click the Print/Export button.

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In the Direct to… line drop down the list headed by Printer. Select Microsoft Excel Format from the drop down list.

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To set the Export Options for Excel:

Click the properties button exportOptionsIcon located to the right of the drop-down list.

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Select the Output tab.

Uncheck the “Ignore header lines” option for an Excel report which includes headers. Leave the others checked.

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  • Click OK.
  • Click Start to produce the report.

Rename your file, perhaps to “Hours Waiting for Approval [today’s date].xls” with today’s date appended to the name so that it will be unique. Otherwise, it will be overwritten when you produce the same report at another time.

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Files are usually saved to My Documents, but you can choose where to save it.

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Tune up your Excel Sheet:

  • Expand the columns for readability.
  • You can bold your header row, too, as in the image.
  • You can add an additional column for the SentBy data, referring back to the Web Assistant screen, to indicate whether the hours were submitted by the Volunteer or the Supervisor.
  • Add any other info you’d like to record.

Although there are several steps to the export process, it becomes quick after you are used to the drill.

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