Volunteer Retention Rate report

[davidhabib]

Thanks David! I gave this a shot and it’s super close, but am having trouble having a joined report give me the number of records that are across both. Also, if it’s pulled off of hours, wouldn’t that create lots of duplicates for volunteers that came multiple times within a year?

Thanks,

Chris Iberle Events & Volunteer Manager Seattle Tilth 4649 Sunnyside Ave N., Suite 100 Seattle, WA 98103 (206) 633-0451 ext. 119 chrisiberle@seattletilth.org www.seattletilth.org

From: David Habib [mailto:davidjhabib@gmail.com] Sent: Sunday, April 14, 2013 11:42 AM To: Chris Iberle; npsf@googlegroups.com Subject: RE: Volunteer Retention Rate Report?

Hi Chris,

I would look into using “Joined” reports in Salesforce. First create one on volunteer hours for the current calendar year, then add a joined report which is the same but filters off previous calendar year. Unfortunately, you’d have to manually change the filter on these to change years to compare 2012 & 2011, 2011 & 2010, etc.

The alternative is to create Rollup Summary Fields on Contact that filter by year. This would allow you to track specific years and then do reporting on them. Each year, you’d have to add another rollup summary field for that year. You are also limited by Salesforce to how many rollup summary fields you can have, so you might only keep around 5 years worth of rollup summary fields, deleting the oldest when you add a new one.

Another alternative to avoid Rollup Summary Field limits would be to have a consultant actually code up some triggers and batch processes to compute this and store them in fields, similar to how the non profit starter pack tracks summaries of past years’ donations. Unfortunately, this is non trivial work and would require some expertise to do.

Thinking about it more, you might also do this with Analytic Snapshots, which are reports you set up to run at a specified interval, which store summary data in to objects you create. You should be able to do these with clicks, not code, and might be worth investigating further.

Anyone else have ideas? Thanks, Dave

From: Chris Iberle [mailto:ChrisIberle@seattletilth.org] Sent: Wednesday, April 10, 2013 5:55 PM To: davidjhabib@gmail.com Subject: Volunteer Retention Rate Report?

Hi David,

Hope you are well! This might be a more basic Salesforce reporting question, but I’m trying to generate a report for all our volunteers in 2013 that also have volunteer hours in 2012, all in 2012 that also have volunteers in 2011, to find out our retention rate for returning volunteers from year to year. Do you have any tips for creating a report like that?

Thanks!

Chris Iberle Events & Volunteer Manager Seattle Tilth 4649 Sunnyside Ave N., Suite 100 Seattle, WA 98103 (206) 633-0451 ext. 119 chrisiberle@seattletilth.org www.seattletilth.org

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