Volunteer metrics versus note text exports

For the established (legacy) Volunteer Management portal. These steps differ from the newer Volunteer Management interface. Staff access is determined by their assigned administrator role(s). Administrator roles have fixed capabilities; the configurable volunteer roles described here are separate from staff administrator roles.

Legacy Reporting activity/drilldown CSVs contain metrics such as note counts, not automatically every note’s text. In the newer Volunteer Management interface, open Export & Reports (under Analytics when shown) and choose Notes Log, select the date range, preview and download. Notes Log exports finalized volunteer-origin manual contact reports with constituent/author details and text. The legacy constituent Email & Notes Log is a separate screen; request a scoped legacy note-text export through support when no matching school-wide export is exposed.