Note before reading this article:
In a product update on 3/14/2023,
Projects were renamed to Opportunities
Campaigns were renamed to Initiatives.
VOMO-Virtuous CRM Integration
Custom CSV Export Builder
The first CSV Export in this update is on the Admin People Page. This is a brand new location for exporting People data, but it is not a new export in general since the All Users export from the Volunteer Analytics Dashboard was the basis for this one.
When you click export, a CSV builder pops up with a couple of new options. 1 is the default Export, and 2 is Custom which lets you add more columns to the Export, including Profile Fields that are created by the Org.
The next revamped CSV Export is the Participation data that is on the Volunteer Analytics Dashboard. Notice that we also renamed this Page to the Volunteer Leaderboard to help cast the vision that this is the top 10 volunteers in your Org.
The CSV Builder on Participation data has a date range and a Custom builder to help get volunteer history over a date range out to a CSV. The column builder is new, but we have always had a date range on this export.