At PlanHero, we offer both Event (or “Signup”) level reporting, as well as Account level reporting. Account level reporting is only available on our Pro Plans.

 

Our expansive DOWNLOADS feature includes both participant signups and your Question Form entries (if applicable). You can download either a printable PDF report, or you can download a CSV file for spreadsheet use. (If you’d rather watch a short How to Download a Report video, click here.) Please note that most spreadsheet programs allow you to download a printable PDF version of your spreadsheet as well (see example below).

 

So if you’re wondering how to print a signup report, you’ve come to the right place. It’s easy!

 

EVENT (SIGNUP) LEVEL REPORTING

 

 

How to access your PDF and CSV event signup reports:

 

On your DESKTOP dashboard, just click on the DOWNLOADS tab.

 

planhero how to download reports - download tab on dashboard

 

 

On your MOBILE dashboard, you’ll see only the download icon. Click that to access the signup report downloads.

 

 

 

 

For Events with multiple dates and/or locations, you can either download a PDF containing all signups for all dates/locations, or you can download an individual PDF for each date/location combination. Click on one or all to download the reports you need.

 

 

 

What each report contains:

 

Get a CSV file containing all the Event Signups:

 

  • This file contains all of the contact info for each person who has signed up for something. It includes all of the information about their signup (e.g. Date, Location, Time, Item, Comments, etc.).

 

Get a CSV file containing all of the Event ITEMS

 

  • This file contains all of the Items in the Event. It includes all the information about who and what was signed up for, along with what has not yet been signed up for.

 

Get a CSV file containing all of the Event SIGNUPS by DATE (Essentials and Pro Plans only)

 

  • This file contains all of the contact info for each person who has signed up for something on the specific Date/Location that you select. It includes all of the information about their signup (e.g. Date, Location, Time, Item, Comments, etc.).

 

Get a CSV file containing all of the Event HOURS worked by Participants (Pro Plan only)

 

  • This file calculates the total number of hours worked by each participant for the Event. Please note that we only calculate the hours from List with Time Spots. We cannot calculate hours that added in a text fashion in Simple Signup Lists.

 

Please note that most spreadsheet programs allow you to download a printable PDF version of your spreadsheet. We offer an example in Google Sheets below:

 

 

PDF files:

 

  • These files are in a printable format and include the Date with Start and End Time, Location, List Title, List Item or Time Spot, Name of the person signed up for an Item or Time Spot, and the number of for which the person signed up. We also let you know how many spots are still available and/or if all spots are full.
 PDF downloads are color-coded for your convenience:

 

  • If no spots are filled, the background is green.
  • If some spots are filled, the background is yellow.
  • If all spots are filled, the background is clear (white).

 

example PDF download of PlanHero signup page

 

 

 

ACCOUNT LEVEL REPORTING – PRO PLANS ONLY

 

You can access your Account level reports as follows:

 

  • Go to your Account
  • Click Downloads

 

On Desktop:

 

 

On Mobile:

 

 

 

For Account Downloads, we offer many ways in which you may filter the data that you need.

 

 

Get a CSV file of hours worked by PARTICIPANTS

 

  • This is a great way to reward volunteers for the number of hours they’ve worked. By using the filter options, you can filter for your whole account (All Groups) or by a specific Group or Groups. This is a great way to reward or celebrate a Volunteer of the Month or Quarter or Year based on hours worked. Additionally, if you’re tracking hours for individuals who work for companies that have volunteer incentive programs, this is an easy way to quickly determine how many hours a specific person has volunteered over a given period of time by selecting that individual from the All Participants dropdown menu. Check out how PlanHero integrates with Double the Donation to help you determine if your volunteers work for participating companies.
  • NOTE: It is very important that you only use Lists with Time Spots rather than Simple Signup Lists if you want your hours-worked data to be accurate. Our software can only track Time Spot data to calculate the total hours. It cannot track time that you have entered as text on a Simple Signup List.

 

Get a CSV file containing all the Event SIGNUPS

 

  • This is an excellent tool for your end-of-year work. If you are using our Collect Money feature, you can use this download to determine how much money you’ve raised, earned, or collected for a given period of time. It also might be useful for comparing various Events to determine those with the greatest efficacy.

 

Get a CSV file containing all of the Event ITEMS

 

  • This download will include both all the Items & Time Spots that were signed up for, as well as all those Items & Time Spots that were not signed up for. By employing the various filters, you can gain meaningful insights about where participants’ interest were greatest and where they were the weakest.

 

 

 

Here’s a short video showing you how to download a report on PlanHero®:

 

 

Questions about PlanHero reports? Contact us!