Sign Ups: Export Reports

There are 3 different ways to export reports from Signups. Here’s how to do each…

Method 1:

1. Log in to your PTOffice account and go to your dashboard
2. Under the Signups menu item, choose ‘Reports’
3. Filter the list as needed and then click the ‘Export’ button located to the right
4. Be sure your browser is not blocking downloads and the .csv file will automatically download

Method 2:

1. Log in to your PTOffice account and go to your dashboard
2. Under the Signups menu item, choose ‘Reports’
3. Click the ‘Export Results’ button located in the ‘Top Volunteers’ side bar located on the right of the screen
4. Be sure your browser is not blocking downloads and the .csv file will automatically download

Method 3:

1. Log in to your PTOffice account and go to your dashboard
2. Under the Signups menu item, choose ‘All Signups’
3. Hover over a signup’s title and choose the ‘Manage Volunteers’ link that appears
4. Select the records you wish to export
5. Choose a type of report to export by clicking the ‘Export All Details’ drop box located on the top right of the table and selecting your desired report
6. Be sure your browser is not blocking downloads and the .csv file will automatically download