There are a couple of ways to get to your list of volunteers and it depends on how you set up your volunteer codes or if you accepted the defaults.
If you just want a quick Excel/csv download for people tied to a specific volunteer code, there is a feature called Quick Lists in the Website Manager.
- Go to website
- From the main dashboard, find the dashboard object called Quick Lists
- In the volunteer dropdown, select the list you want.
This is good if you make use of one volunteer list or if you want volunteers for a specific code (like phonebank volunteers)
A second method to do the same thing is:
- Go to Lists and Reports
- Saved lists
- Volunteer tab
- Find the correct code
- Click go
If you have a bunch of volunteer codes and you want your universe of all volunteers, then another process might be better.
- Go to Constituents
- From the main search box, select the dropdown for Relationships
- Select Volunteer and then Go
This will display a list of all volunteers and you can click on any person or take action on the list
Explanation. There is a workflow engine that operates in the background. It flags everyone in your system with ANY code that is in the volunteer category and also flags them as relationship = Volunteer.