Using the Milestone Report

The Milestone Report provides a summary of volunteers who have completed or are working toward their milestone requirements. This report is especially useful for tracking service goals, such as required hours.

Access the Milestone report from your Organizer Dashboard > Reports > Milestone Report.

The Milestone Report displays current approved hours for each volunteer at a glance. If volunteers are grouped, they will appear on the same line and their hours will be totaled together.

If you have conditional milestones, they will appear as separate groups for your to click on and review. 

When you export your Milestone report, it will include all available volunteer profile field information. If volunteers are grouped, they will appear within the same cell in the report, but each volunteer’s profile details will be listed on separate lines within that cell. 

Sending Progress Reports

You can email volunteers directly from the Milestone Report page to update them on their progress toward their requirements.

From the Milestone Report, click Send progress report. 

Next, you can customize the message as needed. Use the !milestones token in your message to automatically insert each volunteer’s specific milestone progress.

Please Note: An email will be sent to all volunteers with an associated milestone. Each volunteer will see their progress for all of their requirements.