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 Overview or by going to Organizer Dashboard > Reports.
If you have more than one conditional milestone, you will choose which milestone report you wish to view. You can switch between conditional milestones once on the Milestone report page.
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.
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.
Using the Volunteer & Milestone Report
The Volunteer & Milestone Report provides a summary per each volunteer and their progress towards their milestones. You can filter to see select milestones, or all milestones. You can also compare with previously ended milestone time periods.
If a volunteer is working towards multiple milestones, and all of the milestones are selected, you will see the progress for each of those milestones under the Volunteer's name.
Volunteers will have the Status Not started, In progress, or Complete for each of their milestones.
Sending Progress Reports
You can email volunteers directly from the Volunteer & Milestone Report page to update them on their progress toward their requirements.
From the Volunteer & Milestone Report, click Send progress report.
You can choose to send the message about all milestones, or pick and choose which active milestones you would like to message.
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 that is selected. Each volunteer will see their progress for all of the milestones selected that apply to them.