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Create Custom Spreadsheets with Ease

Exporting your volunteer data

Because every organization has unique exporting needs, this custom spreadsheet option makes creating spreadsheets a breeze! This tool allows you to add and save custom-made spreadsheets, so you can easily export your data anytime you need it. Whether you are exporting information to your donor management database, or you need it for a marketing or mailing campaign, with a few clicks you'll have just the info you need in a customized spreadsheet.


Check out this video for easy-to-follow steps on how to create these custom spreadsheets, as well as how to access the two default data spreadsheets already built-in for you!

For more information on accessing these custom spreadsheets, click here!

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Using the Leadership Team Access Level

Elevated permissions with customizable restrictions

CERVIS gives you 5 user access levels to effectively and efficiently manage your volunteers and events. The Leadership Team access level is one step down from an Administrator, which allows the user a wide range of administrative permissions. This role can do almost everything except delete items. It is also a versatile access level option because you can apply additional restrictions as needed. With the Leadership Team access level, users can:



  • Add, view, and edit all volunteers in the system
  • Register all volunteers for all opportunities
  • Create, update, and post all opportunities
  • Run and view all reports


Need more restrictions applied? You have the ability to restrict a Leadership Team user to certain Interest Categories. This action will permit the Leadership Team member to only view/register/edit volunteers who have those Interest Categories selected, as well as only view/edit opportunities that fall within the selected Interest Categories.


Learn more about the Leadership Team access level, or any of the available access levels, by checking out our Understanding Access Levels & Permissions Webinar.

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Your Data Belongs Only to You

Your data is always safe and secure with CERVIS

Your peace of mind matters to us, which is why we guarantee that your data stays "your data." This means all data remains the sole property of the organization, and CERVIS does not (and will not) sell your volunteer information or use it for any purpose other than providing service to your organization.


We are passionate about protecting your volunteers' privacy and providing you with a secure system. It is one of the many things that sets CERVIS apart from the rest of the industry! Should you ever have any questions, simply reach us here!

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Additional Questions? Contact our Customer Support Team by emailing them at support@cervistech.com or by opening a Support Ticket on the CERVIS Main Dashboard.

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