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Volunteer reporting

The year's numbers, without rebuilding them.

Every volunteer program eventually needs the same thing: hours by program for a grant, a value figure for the board, a roster for an audit. If the hours live in a spreadsheet, each of those is an afternoon of filtering and re-adding. Volunteer Ledger tags every hour to an area of service as it is entered, so the report is a date range and a button.

  • Seven reports built in
  • Export to CSV or print
  • Arrives monthly without anyone running it
What comes built in

Seven reports, and none of them start with a blank sheet

These are the questions volunteer programs get asked. Each report exports to CSV and prints cleanly, so it can go into a grant packet, a board binder or a spreadsheet you take further yourself.

Volunteer hours

Total hours for any date range, grouped by area of service, with optional mileage. This is the one that answers "how much did bereavement support actually get last year" without opening a single spreadsheet.

Cost savings

Hours multiplied by rates your organization sets, per area of service if you want different values for different work. The number a grant application or an annual report asks for, defensible because you chose the rates.

Active roster

Who is currently active, their assigned areas, start date and years of service. Useful for an audit, a mailing, or working out how many people you actually have rather than how many are on the list.

Individual volunteer

One person's full history: lifetime totals, a breakdown by area, and year by year. What you print before a recognition lunch or when someone asks for a letter confirming their service.

Recognition and milestones

Who crossed an hours or years-of-service threshold during a given year. The list you need before ordering pins, not the one you assemble the week after you needed it.

Requirement expirations

Everything expiring in a window you choose, by volunteer and by requirement type. The compliance view, produced from the same expiry dates the roster uses, so it cannot disagree with what staff see.

Set it once

A report you run every month should not need running

Most volunteer reporting is the same handful of reports on a schedule somebody has to remember. Volunteer Ledger saves the settings and sends them for you.

Presets

Save a report's date range, filters and grouping under a name, so "monthly board report" runs identically every time regardless of who opens it. A new coordinator inherits the reporting, not just the data.

Scheduled delivery

Any report can arrive monthly or quarterly to up to ten recipients, in your organization's own time zone. The executive director gets the numbers without asking, and nobody has to remember the first Monday.

Ranges that stay relative

A schedule set to last month means last month every time it runs, not the fixed window you picked when you created it. That single detail is why scheduled reports usually stop being trusted after a year.

CSV when you want to go further

Every report exports to CSV, so if your board wants a chart or your finance team wants it in their own model, the data leaves cleanly. Nothing is locked into a viewer.

Who is asking

Different audiences, same underlying hours

The reason reporting is painful in a spreadsheet is that each audience wants the same data cut a different way. Tagging the hour once at entry is what makes every cut cheap.

Grant funders

Hours for one program over the grant period, plus a value figure at rates you set. Museums and arts organizations use the same pair for in-kind contribution on an application.

Boards and leadership

Trend over time, total value contributed, and how many people are actually active. Scheduled quarterly, it arrives before the meeting rather than during the scramble the night before.

Hospice and palliative surveys

Hospices document volunteer activity at a level equal to at least 5 percent of patient care hours under 42 CFR 418.78(e). Areas of service can be marked as counting toward that calculation, so the figure comes from the same hours everyone else reports on.

The coordinator

Who has logged nothing this month, who is due for a requirement review, who is close to a milestone. The operational reports that stop being run when producing them takes an afternoon.

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Related

Volunteer tracking

Where the hours come from: fast batch entry, areas of service, and optional mileage on every entry.

Volunteer hours for grants

Turning logged hours into the figures a grant application actually asks for.

Volunteer documents

The agreements, screenings and certificates behind the requirement expiration report.

Questions

Volunteer reporting, answered

Can I report on one program without filtering by hand?

Yes. Every hour is attributed to an area of service when it is entered, and you name those areas yourself. Pick the area and a date range and the report covers only that program, whether it is Bereavement Support, Pet Therapy, Front of House or Education Tours.

Where does the cost savings figure come from?

From hours multiplied by rates your organization sets, and you can set different rates for different areas of service. Nothing is invented for you, which is what makes the number defensible when a funder asks how you arrived at it.

Can a report arrive on a schedule without anyone running it?

Yes, and it is included in every account. Any report can be scheduled monthly or quarterly to up to ten recipients, in your organization's time zone. A schedule set to a relative range such as last month recalculates each time, so the window never freezes on the dates you first chose.

Do reports export, or only display?

Both. Every report exports to CSV and also prints cleanly for a binder or a board packet. A full export of your volunteers and hours is available at any time, separately from reporting.

Does it produce the hospice 5 percent figure?

Areas of service can be flagged as counting toward the level of volunteer activity a hospice documents under 42 CFR 418.78(e), so the figure is derived from the same hours as everything else rather than tracked separately. Confirm your own interpretation with your surveyor.

What if our historical hours are in a spreadsheet?

Import them. The CSV import previews every row before anything is written, and imported hours keep their original dates, so a report covering last year still covers last year.

Stop rebuilding the same report

Start a free 45-day trial, import the hours you already have, and run last year's numbers in a couple of minutes.

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