You can easily run exports and reports on your admin dashboard. For more customizable reports check out our paid Pro plan!
There are a few ways to run exports and reports: through Contacts, Hours, Stats, and with our paid Pro plan, Reports.
How to run an export through contacts (see video below):
- Under the "People" tab, select "Contacts."
- Select or filter the contacts you need, then go to "Actions" and click "Export CSV."
- The "Export Contact Data" box will appear, allowing you to filter by dates and select the fields you need.
- Click the orange "Export CSV" button to download the file.
How to run an export through contacts:
How to run an export through hours (see video below:
- Under "Tracking," select the "Hours" tab.
- Use the available filters or the search bar to find hours for specific contacts.
- Click the "Export CSV" button to download your export.
How to run an export through hours:
How to run stats report (see video below):
- Under "Tracking," select "Stats."
- You can toggle by date range, and with the Pro plan, you can also filter by groups and programs.
- In the top right-hand corner, click on "Export."
How to run stats report:
How to run customizable reports using Reports (Pro) (see video below):
- Under "Stats," select "Reports."
- You can choose from the following options: Event List with Volunteers, Hours Report, Volunteer Leaderboard, Volunteer Details, and Youth Volunteering by Event. Click on "View" to filter by different fields and adjust the date range.
- Click on "Generate Report" to download your export.
How to run customizable reports using Reports:
Questions? Email us at support@pointapp.org.