The Team Member Details page allows you to view your volunteers in a grid and filter by Name, Team, Service, and Status. After filtering your volunteers, there are options to export to Excel, PDF, CSV, and Word.
To narrow your list results, enter all or part of a Name, Team, or Service then click the Filter icon. The grid refreshes with the results. You can also select a filter option from the drop-down list for a more specific filter. For example, to find all Team Members whose name begins with “D”, enter “d” in the Name field then select “StartsWith” for the filter.
To filter by Status, click the Status drop-down and select a status. The Team member grid refreshes with the results.
Additional button options are:
•Refresh button: Click the Refresh button to update the Team Member grid results after changing any filters.
•Export to Excel icon: Click the Excel icon to download and open an Excel spreadsheet of the names on the current grid page. The file contains the following: Name, Team, Service, and Status.
•Export to PDF icon: Click the PDF icon to display a PDF view of the names on the current grid page in your browser window. To exit the PDF view, use your browser Back button to return to the Team Members Details page.
•Export to CSV icon: Click the CSV icon to download and open a CSV file in your current spreadsheet program with the names on the current grid page. The file contains Name, Team, Service, and Status.
•Export to Word icon: Click the Word icon to open a Word document with the names on the current grid page. The document contains Name, Team, Service, and Status.
At the bottom of the grid, page navigation allows you to move quickly to other pages in the list. Click a Page Number to go directly to another page or click the Page Navigation Arrows to move page by page. Click the Page Size drop-down to change the number of records listed on the grid.