How Does the Impact Report Work on Vome?

How Does the Impact Report Work on Vome?

Overview

The Impact Report is a certificate of volunteer involvement that summarizes a user's completed shifts and logged hours at your organization. It can be filtered by date range, customized per opportunity, exported as a PDF, and optionally signed with an administrator's digital signature before export.

Both administrators and users can access the Impact Report, with slight differences in functionality depending on the role.


1. How do I access the Impact Report as an administrator?

To generate an Impact Report for a user:

  1. Navigate to the Database page using the left-hand navigation

  2. Click on the user's profile row to open their profile panel

  3. Click the Actions button at the top of the profile panel

  4. Select Impact Report from the dropdown menu

The Impact Report will open as a panel overlaid on the current page. It will automatically load the user's completed shift data for the current year (January 1 through today's date).


2. How do users access their own Impact Report?

Users can access a version of the Impact Report from their own dashboard. The user-facing version is visually identical to the admin version, with a few differences:

  • The user does not need to provide a digital signature before exporting

  • Clicking Export immediately downloads the PDF without a signature prompt

  • The signature section does not appear on the exported certificate

If the user is connected to multiple organizations, the report can be filtered to show data from a specific organization, or it can include all completed shifts across all organizations within the selected date range.


3. How does the date range work?

The Impact Report uses a configurable date range to determine which shifts are included.

Default date range: January 1 of the current year through today's date.

Both the start date and end date can be changed using date pickers at the top of the report. Future dates cannot be selected.

After changing the date range:

  • For administrators: click Save to regenerate the report with the new date range

  • For users: click Regenerate to update the report

A Reset dates button will appear after a custom date range has been applied, allowing you to return to the default range at any time.


4. What does the Impact Report display?

The report includes the following information:

  • The user's profile photo and the organization's logo

  • A Total impact summary showing the total number of completed shifts and total logged hours

  • A certificate statement reading: "This is a certificate of involvement for [User Name] at [Organization Name]"

  • A list of opportunities the user participated in, each showing the opportunity title, number of shifts, hours, and the date range of involvement

  • The overall involvement period and the date the report was generated

  • A disclaimer section

If the administrator signed the report before exporting, the signature, signer name, and date also appear at the bottom of the certificate.


5. How do I customize the report?

Click the Customize report button (gear icon) in the header area of the Impact Report. This opens a panel where you can configure settings for each opportunity that appears in the report.

The panel includes a search field to quickly find specific opportunities by name.

For each opportunity listed, you can configure the following:

Start Month / Start Year: Override the starting date displayed for a specific opportunity. This controls which shifts are included and changes the date range shown on the report for that opportunity.

No Longer Active toggle: When turned on, End Month and End Year fields appear, allowing you to set a specific end date for that opportunity. The report will display the configured end date instead of "Present."

Hide Opportunity toggle: When turned on, the opportunity is hidden from the report body. It will still appear in the Customize panel, and the total shift and hour counts at the top of the report are not affected.

Each opportunity row includes a Reset dates button that clears any custom start or end dates for that specific opportunity.

Changes take effect immediately in the rendered report without requiring a new data load.


6. How do I export the Impact Report?

Click the Export button (printer icon) in the header area of the report.

For administrators: A signature dialog will appear before the PDF is generated. You will need to draw your digital signature using the canvas provided, then click Sign and export. The PDF will download automatically to your browser.

After signing, an Export signed copy button appears in the header. You can click it at any time to re-download the same signed PDF without re-entering your signature.

For users: The PDF downloads immediately without a signature prompt.

The exported file is named using the format: VolunteerImpact_[FirstName][LastName]_[DD-MM-YYYY].


7. How does the digital signature work?

When an administrator clicks Export, a signature dialog appears with the following:

  • Signed by: The name of the currently logged-in administrator (displayed automatically)

  • Date: Today's date (displayed automatically)

  • Signature canvas: A freehand drawing area where you draw your signature using your mouse or touchscreen

If you attempt to export without drawing a signature, an error message will appear: "Please add your signature before exporting."

You can use the Clear button to erase the canvas and redraw your signature before submitting.

Once signed, the signature image, signer name, and date are embedded into the exported PDF certificate.


8. Which shifts are included in the report?

Only shifts with a completed and approved status are included in the Impact Report. Shifts that are pending, cancelled, or in any other status are excluded.

The report also verifies that each shift belongs to the correct user before including it, so there is no risk of cross-user data appearing in the report.


9. How are hours calculated?

Hours are calculated by summing the logged hours from each completed and approved shift within the selected date range. The total is displayed in hours and minutes.

The report shows both a grand total (at the top) and a per-opportunity breakdown for each listed opportunity.


10. What if no completed shifts are found for the selected date range?

If no completed shifts fall within the selected date range, the report will still render with the user's name, organization name, and the certificate text. The shift list will be empty, and the total impact will show 0 shifts and 0 hours.

You can adjust the date range and regenerate the report to include a broader time period.


11. Is the Impact Report available in French?

Yes. All text in the Impact Report, including date formatting and labels, automatically renders in French when the user's interface language is set to French. This applies to both the admin and user versions of the report.


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