View or Export all sign-ups

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    • #6825
      Daniel Lackas
      Participant

      I would like to be able to view the sign-ups for all tasks, and possibly export to csv all sign-ups at once. Is there a way to do this now that I am just not understanding?

      Great plugin – has been very helpful.

      Thanks,

      – Dan

    • #6827
      Stephen Sherrard
      Keymaster

      Yes, you can already do that with the View Sign-up links for a sheet from the admin dashboard, and then there will be a CSV export button at the bottom of the page to allow you to export all the sign-ups for that sheet.

      Please read the documentation:
      https://stephensherrardplugins.com/docs/pta-volunteer-sign-up-sheets-documentation/

      Administration – All Sheets

      Once you have some sheets added, there are several things you can do from the Admin section of this plugin. On the All Sheets page you will see a list-table of all sheets currently in the system, along with some basic info for each.

      If you hover over the title of any sheet, you will see the following option links:

      View Sign-ups — Takes you to a detailed list table with a list of all volunteers who have signed up, along with their full contact info, a link to clear each signup, and a button to export the signups as an Excel ready CSV file.
      Edit Sheet — Takes you to the edit sheet page for that event (see above)
      Edit Tasks — Takes you to the edit tasks page for that event (see above)
      Copy — Makes a copy of the sheet, appending “copy” to the name. Useful if you have a couple of events that have very similar requirements, as it will copy all sheet and tasks you have entered, and then you can change the name and any other details on the copy you created for the second event.
      Trash — Moves the sheet to the trash, but does not permanently delete it (click on trash at the top of the table to view trashed sheets and permanently delete them)

      Visibility — There is a “Visible” column for each sheet on the All Sheets list table. If a sheet is hidden from the public, you will see a red “NO” listed in the column. If you go to the public side, those sheets will not show up in the main volunteer page list or in the widgets unless you are logged in as admin or volunteer sheet manager (in which case you will see the sheet listed, but there will be some red text below it to remind you that the sheet is hidden from the public). Click on “Yes” or “NO” to toggle the visibility of a sheet. It may be useful to have a sheet hidden while you are getting it set up and testing things out, or if you don’t want to make sign-ups available until a certain date.

      Bulk Actions — From the main All Sheets list you can use bulk actions to trash or toggle the visibility of several sheets at once. While you are in the trash bin, you can use bulk actions to permanently delete or restore multiple sheets at once.

      View Sign-ups Page (admin)

      This is where you can view all your detailed sign-up information for an event. Full name and contact information is shown for each volunteer, and there is a “Clear Spot” link if you need to remove a volunteer from a spot. At the bottom of the list table is an “Export Sheet as CSV” button that will export that sign-up information to an Excel ready CSV file.

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