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How do I Export to Excel?

Here we'll show you how to export tables from the staff management dashboard to Excel

Written by Josie Robinson

Use the links below to jump to the section you wish to learn about.

Overview

Whilst in most instances you can keep everything on Volunteero, we appreciate there are cases where you just need to download information off the system.

Volunteero allows you to export the following areas of the dashboard:

  • Missions

  • Shifts

  • Volunteer shift participation (booked, attended, no-shows, cancelled)

  • Volunteers

  • Qualifications

  • Clients

  • Reports

  • Receipts

  • Submissions including the answers

  • Survey Answers

How to export

*Please note* The way you have your table columns arranged, and whichever columns are visible, is how your exported table will look.

To edit the columns:

  1. Click into the three dots in the top right-hand corner

  2. This will drop down your table columns

  3. Make any columns visible/ not visible by clicking the eye icon on the right

  4. You can use the search bar in the column picker to search directly

Any filters applied to the table at the time of exporting will be reflected in the Excel file.

Let's jump into how easy it is to export any of the above data to your dashboards!

  1. Simply click the three-dot 'menu' icon at the right-hand side of any table on Volunteero.

  2. Choose how many pages you want to export.

  3. Click download

  4. Enjoy your freshly downloaded report!

See the example below for a list of volunteers to export

As always, any feedback on our download to Excel function is appreciated. Pop us a message with any thoughts, feedback, or suggestions for improvement.

Watch Tutorial - How to export to excel

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