First you will need to filter your report to get the information you want:
- Go to the campaign editor for the event campaign you would like to pull a guest list for, then click
- Campaign Reporting > Transaction and Activity Reporting
- Choose Report Type = Volunteers
- Set the Date filter (we sugest setting the Parameter to "Is before" and Value: to today's date)
- Optional: to refine by Volunteer Position add the following filter:
- Filter: Volunteer Position name
- Parameter: Is
- Value: [insert name of volunteer position]
- Optional: to filter out any cancelled volunteers by add the following filter:
- Filter: Volunteer Status
- Parameter: Is
- Value: Completed
- Hit Generate Report
Now you will want to drill down the data and get the data points you need for your event:
- Click Custom Report (A popup overlay will appear to allow you to pick the fields you want in your report.
- At minimum, your list needs to contain the full name of each person, and either their email or phone number. To get this information, go to Participant Details: select Participant First Name, Participant Last Name, and Participant Email
- Select any other data points you would like to gather. (See this article for information about Custom Field reporting)
- Select Send me the report via email, enter your email, and click Get Report.
- You will be emailed a link to download your generated CSV file with the volunteer list.
- You can save and print this file, or bring it with you on your computer or tablet you'll be using at the event.*
