(and for your Christmas thank-you notes!)
We start with Advanced Search and move on to additional and/or logic to create “smart groups” that update themselves to fit your chosen criteria.
Build Your First Group
1. Go to Search > Advanced Search to build your first group.
2. Select criteria for our Level 1 Contributors for this year.
a. Display results as a list of Contacts.
b. Choose “And” if a contact has to meet all the criteria before he or she can be a part of the group. I chose “Or” to show a contact needs to meet as few as one of the criteria to be added to my group.
...
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Your nonprofit doesn't have just one fundraising strategy. You have many. Think events, donor letters and appeals, e-newsletter blasts, planned giving, and capital campaigns. Each of these strategies typically targets a specific segment of your community, even if the funds raised impact the same budget line.
Your CRM system should make it easy to tie together and understand the effectiveness of your efforts. Fortunately, if you are using CiviCRM you get that functionality out-of-the-box with CiviCampaign. With CiviCampaign you can tie together events, mailings, activities, and contributions under one umbrella, or campaign.
Every dollar you raise, no matter how (offline gift manually entered, online event registration, major gift, corporate sponsorship) can be tied back to the same goal. You can easily use these campaigns as a filter in Advanced Search or your Reports. You can also take immediate action, such as emailing all individuals who have contributed towards a...
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Aloha, everyone! As you all know, CiviCRM is shipped with a lot of useful report templates for each CiviCRM entities. You can use these templates to create difference report instances to interrogate your data.
However, if you are report geeks like us, you might sometimes find that the existing templates don’t quite give you the flexibility you need. There is the excellent extended reports extension which you should definitely check out here; but if you are trying to do something a bit more complex; or looking for a graphical output then your may still be exporting your data into Excel or Google sheets to do more analysis…
The CiviCRM Pivot Report extension intends to change all...
Read moreBefore I started working as a CiviCRM consultant, I was a CiviCRM user at a small nonprofit. We got a large chunk of our revenue through grassroots donations, but we never had an opportunity to see how we compared to other organizations like ours.
(TL;DR – you should install the Individual Donor Benchmark Survey extension, run the report, and submit your survey response.)
Nowadays, some proprietary donor databases collect users’ data and publish reports, but besides being creepy, they can’t get good data without involving organizations directly. They also only cover users of a single software system.
Besides, how do you know the data covers organizations like yours?
The Individual Donor Benchmark Survey was developed by Third Space Studio to address these...
Read moreOver the past year I have been volunteering time to help out in the effort to raise funds for the Hundertwasser Art Centre. In order to help the HAC project I have added a couple of reports that may be useful for other pledge users (or possibly sites that track money received through campaigns).
The HAC project seeks to raise money to convert an existing building into the design gifted to the city by Friedensreich Hundertwasser . Money is being raised from a variety of sources (general public, grants, government, naming-rights purchasers, philanthropists etc.) and it comes in as a combination of donations and pledges.
In order to track these different sources we created campaigns for them and set goals for each campaign. I then created a report to track progress against these campaigns. The thing that is different about this report is that it tracks both contributions and pledges, so the total raised is all received money...
Read more***************************************************************** INTRODUCTION ****************************************************************************
My name is Pranay and I study Computer Science at Indian Institute of Technology (IIT) Kharagpur. I am a student developer working for CiviCRM as a part of the Google Summer of Code 2016 program.
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This blog marks the end of my Google Summer of Code 2016 journey. I would like to start off by first thanking Google for organizing a yet another successful edition of the Google Summer of Code and changing the face of ...
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Do you use CiviCRM for contributions, pledges, and related financial data? Does your organization use the financial reports in CiviCRM? Does your organization export data from CiviCRM to your general ledger? Or do you want to start doing some of these things? If so, your input is needed on CiviAccounts. (You do not need to be a CPA to give input, but having a general understanding of how CiviCRM financial areas work currently is helpful)
Give your input via the survey at: http://pogstone.com/civicrm/petition/sign?sid=15&reset=1
(Thanks to the CiviCampaign component, I am using CiviPetition to handle my online surveys)
Background: One of the bigger structural changes to CiviCRM in the last few versions has been CiviAccounts. CiviAccounts includes many things you may use day-to-day, such as using multiple financial types within a single priceset, partial...
Read moreReports are one of the primary ways staff get perspective on data in CiviCRM. Fundraisers can see month-on-month giving patterns. Event coordinators can review attendance levels at their last three events. And Communications teams can see which email inspired the most people to take action on a recent petition. The more access we have to reliable numbers, the more value we are able to get from CiviCRM and apply towards making informed decisions at our organizations. That’s why streamlining some of the report interfaces has become a priority for the Wikimedia Foundation.
Host to the CiviCRM database with the most contact and contribution records, simple reports take a long time to return results. Their staff identified several changes to CiviCRM Reports that could make collaboration and analysis much easier for them. And as strong open source advocates, they want to see these changes contributed back to core for the benefit of other...
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I’m not sure if this will be any use to anyone else, but I needed somewhere to write down the process, so you never know. After migration some of our custom reports have gone walkabouts and are showing this error message…
"Could not find template for this report instance"
It seems that something has become broken and the path to the report and the report template no longer match, so reregistering / creating brings the reports back to life.
I think due to the changes in how a report should now be created (i.e. there are now better ways of creating reports, but a lot of us have legacy reports) I can’t seem to find the register report link, however it is still lurking behind the scenes at - /civicrm/admin/report/register
Fill in the values from your old db record. Everything should pretty much be there at the appropriate ID row from civicrm_report_instance apart from class, what that may be largely...
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Well this is my first post on the CivCRM Blog and I am very honoured to have been given the privilege by David Greenberg. We are a CRM consulting company - meaning that we provide consulting and advice to companies who require a CRM system or who have a CRM system in place but want to know how to use it to its full capacity.
We received a grant from the Western Australian Department of Commerce to work in partnership with the Fremantle Chamber of Commerce. The funding was to provide educational workshops to West Australian businesses about what CRM is and how it can benefit your business. As part of the funding we were also to carry out two pilot CRM implementations. One of which was to be for the Chamber to manage these workshops as well as their other events and memberships.
The Fremantle Chamber were actually the ones who suggested that CiviCRM would be a good fit for them as it was open source and seemed to meet their requirements. After some research and...
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