Custom Reports
How should I import archived profiles into the database?
By default, when you import profiles into the database they will be in your Active profiles list. Upon importing new profiles into the database, you can bulk assign profile tags. The best way to streamline the process of moving profiles into your ...
What are the custom Schedule & Hour Claims settings when creating an opportunity?
When creating or editing an opportunity, there are many settings to configure in order to enable certain processes that aren't necessarily working as you'd like by default. Here are some definitions of those settings: Limit user access to view and/or ...
How do I assign recurring shifts to a profile?
1. Create the recurring shifts: From the left navigation menu > go to the Schedule tab On the top-left > click Create shifts Select Date range > apply the days of the week > time slots > max # of spots > Generate > publish 2. Assign recurring shifts ...
How do I add custom tags to each of my opportunities for reporting purposes?
As of now, this information can easily be exported from Vome and then imported into an Excel spreadsheet (attached on this article) which generates the information you need! We know this can be super helpful when needing to tag your opportunities in ...
How do I customize the impact value metric on Vome?
As of now, the impact value metric is based on a standard $30/hr rate. We will eventually be adding more customizability on Vome for you to set a custom hourly rate for each of your opportunities, which will automatically calculate an accurate impact ...