How to Create Reports and Export Sign Up Data

downloading-reports

There are two ways to view your sign up data. For a fast look, use the Print Version. To pull everything into one place and export it to Excel, use the Reports tool. Here's how each one works, plus how volunteer hours reporting works on Gold and Platinum plans.


Viewing a Quick Print Version

This will give you a table style report of your sign up data such as who sign up and for which slot. When you're logged in, there are two ways to view and print reports:

Option 1
  • Open your published sign up page
  • In the Admin Bar at the top, click Print Version
Option 2
  • From your Dashboard, click on Tools in the left navigation bar
  • Click Print a Sign Up

This gives you a clean, printable view without building a full report.


Building a Full Data Report

Export sign up data whenever you need a full record of who participated, what they signed up for, and any details they shared along the way. This report pulls everything into one place, ready to download to Excel for record-keeping, board updates, or year-over-year comparisons.

  • Log in to SignUpGenius with your email and password.
  • Click the Reports icon on the left side of your account page.
  • On the Sign Ups tab, check the box next to each sign up you want to include. Use Check All or Uncheck All to speed this up if you're pulling from several at once.
    • Older sign ups don't show by default, click Show Older Sign Ups Also to bring them into the list.
  • Choose to include all dates from the selected sign ups, or select specific dates you'd like to include.
  • Select your report style:
“(Online sign ups are) in high demand from the large companies we work with — Quicken Loans, Nielsen Company, Cox Communications to name a few. Most companies prefer an online method for employees to sign up. It actually increases participation rates and decreases the time our client spends on managing their event and team.”
Koko Klipper