Tip of the Week September 18, 2017

Include volunteer names on ‘child’ records in Excel reports

In databases, a ‘child’ record is a piece of information that relates back to one particular record.

Because Excel Spreadsheet reports are designed to be able to contain a very large amount of detailed volunteer information such as service entries and checklist dates, it is necessary to create different worksheets within the Excel workbook to hold all of this information. Help topic 2165 explains more about how this works. By default, these ‘child’ records relate back to the ‘parent’ record using the volunteer number.

However, if this is confusing, you can change the report to use the volunteer’s name in place of the volunteer number. To do this, select “Include volunteer names in ‘child’ records” on the Options tab when you create the Excel report.

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