Auto Calculate Quarterly Effort Contacts

Automatically calculate quarterly effort contact totals and volunteer hours from program activity and direct contact data in PEARS.

The Auto Calculate feature populates the Contacts section and Volunteer Hours of a quarterly effort record by pulling data from your program activities and direct contacts for the corresponding quarter.

NOTE: Report program activity and direct contact data from the corresponding quarter before running the auto-calculation.

1

Navigate to Quarterly Efforts

From the PEARS homepage, hover over the Reflect menu and click Quarterly Efforts.

2

Open the record

Click the quarterly effort record you want to update.

3

Go to Effort & Contacts

Click the Effort & Contacts button to view the details page.

4

Auto-calculate contacts

Scroll to the Contacts section and click Auto-Calculate Contacts to compute the quarterly totals.

5

Save

Click Save and Continue to proceed to the next section, or Save to store your changes.

What Gets Included

The auto-calculation includes:

• Both complete and incomplete program activity records within the quarter

• Only sessions falling within the applicable quarter

• Direct contacts with date ranges within the quarter

• Volunteer Hours — Total volunteer hours summed from applicable program activities for the quarter

• Data created by the current user only (collaborator records are excluded)

NOTE: "Virtual, self-directed & interactive" program activities are excluded from calculations. A "contact" represents one interaction with a person. Age is not reported in quarterly effort records.