Creating a self-reporting form allows your volunteers to log their hours directly, which are then matched to existing contact records (or new ones created automatically). You will be notified of new submissions and can review, approve, or edit them as needed.
Step 1: Add a Volunteer Opportunity
From your 'Donor Management' Dashboard, click the 'Contacts' tab on the left navigation panel to find your 'Volunteers' page.
Under the 'Opportunities' tab, click the 'Add Opportunity +' button.
Step 2: Add details about your Volunteer Opportunity
Scroll on the 'Add Opportunity' page until you find the option to 'Allow Self-Reporting'. Then, check the box next to it.
When you are finished, be sure to click the 'Save & Exit' button at the bottom of the page.
Step 3: Share your form
Click on the name of your Volunteer Opportunity to view its details.
On the 'Opportunity Details' page, you can click to copy the unique link for the self-reporting form that was generated for this specific opportunity.
Here are a few ways you can easily share your form with your volunteers:
post the form on your website or volunteer portal
email it directly to volunteers
use the link to create a QR code to print and display at events
Step 4: Review submissions
Navigate to your 'Volunteers' page.
Under the 'Overview', you can review insights, including volunteer impact and recent activity:
Matched contacts: hours are automatically logged to existing contact profiles
New contacts: automatically created and tagged as 'Active Volunteer'.
Approve or edit these hours as needed.
Step 5: View and report on volunteer hours
You can access total and individual volunteer hours in the following places:
Contact Profiles
Volunteer 'Overview'
FAQs
1) What if a volunteer isn’t matched to an existing contact?
The system automatically creates a new contact tagged as an 'Active Volunteer'. You can later merge duplicates if needed.
2) Can we import older hours?
Yes, use the 'Import' link under the 'Volunteers' tab to upload CSV data.
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