CRA volunteering data is available in Reporting Studio, giving your team a way to view, filter, and export CRA compliance data from employee volunteering activities. Reporting covers both external time submissions and opportunity-based submissions, and data can be exported in a format suitable for regulatory audits.
Accessing CRA volunteering data
CRA data is available through the CRA Explore in Reporting Studio. The Explore is only available to users who have been provisioned with CRA access by Benevity. To request access, contact support.
To get started quickly, use the built-in Optimize Eligible Volunteer Time for CRA Export QuickStart, which pre-filters data by the current year and activity type, sorted by hours. This gives you a ready-to-use view for audit purposes.
Understanding the available data
The CRA Explore provides data from two types of volunteering submissions:
- External time submissions: volunteer hours logged directly by employees outside of a specific volunteer opportunity
- Opportunity-based submissions: volunteer hours logged against a volunteer opportunity created in the platform
Key fields available in the Explore include:
- CRA: CRA custom entry fields (configured per company), CRA category, CRA eligible hours, CRA qualification statement, LMI eligibility, reviewer comments, reviewer decision, county code, and state code
- Volunteer Submissions: date of service, activity type, hours, submission status, and opportunity name
- User: employee name, last name, and preferred name
- Causes: cause name and cause address details
- Volunteer Opportunities, Volunteer Shifts, Volunteer Sign-ups, Tags, and Cause Projects
Additional fields are available within each group. Use the Find a Field search in the Explore to browse the full list.
Exporting CRA data
CRA data can be exported as a CSV for use in regulatory audits and compliance reporting. The export includes CRA question responses and reviewer decisions for each submission.
To export CRA data:
- Open the CRA Explore in Reporting Studio.
- Select the Optimize Eligible Volunteer Time for CRA Export QuickStart to load the recommended audit view.
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Adjust any filters as needed, for example to change the date range.
- Select the gear icon and choose Download.
- Select CSV as the format and download the file.