15 March, 2017

Before 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...

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06 February, 2017
By Eileen
Filed under CiviPledge, CiviReport

Over 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...

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16 August, 2016
By ypranay

***************************************************************** 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.  

*****************************************************************************************************************************************************************

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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16 January, 2015

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...

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17 July, 2014
Filed under CiviReport

Reports 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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10 February, 2014
Filed under CiviReport

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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25 July, 2013

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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24 February, 2013
By Parvez
Filed under CiviReport

For those of us that have tried CiviReport with ACL's and custom data, we'll be aware of the issue that in order to use the custom data in reports the user must have Access All Custom Data privilege enabled. This is not the desired functionality and thanks to funding from Leukaemia & Lymphoma Research a patch is available which cures the problem, allowing you to use ACL's with Custom data without compromising the CiviReport functionality.

You can get the patch from the following JIRA issue

http://issues.civicrm.org/jira/browse/CRM-11962

Parvez

www.vedaconsulting.co.uk

02 January, 2013

These features were quite a roller-coaster to implement as an extension.  In the end, I made some small core customizations, which are not good enough to commit, but might be inspiring to fellow travelers.  The extension code itself is alarmingly hacky, and to spoil a long story, doesn't work in production ;)

The goal was to allow a Civi admin to go to the Advanced Search page, enter criteria and then view results as a list of contacts, with all that individual's contributions appearing in an indented list below the contact.  Selected data would then be exported in a maximal form, with all available info about the contact, and a list of their contributions laid out as columns on that person's spreadsheet row, along with various, calculated LYBUNT flags.

 

Custom Advanced Search Results

First, it turns out that advanced search results (called "modes" in the source code) come in a...

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22 November, 2012
By Eileen
Filed under CiviReport, Extensions

I seem to spend a large amount of time helping people to get data back out of CiviCRM. I'm a big fan of the reports framework and up until 4.2  I made a number of improvements to the core reports for my customers. However, from 4.2 I switched to doing reports in an extension. I have been doing almost all my reports in the extended reports extension and have been playing with a few ideas in that extension. Some of them are well developed, others are in the early stages.

 

I'm just going to show a few of the problems I have been tackling for customers and how the reports look. These reports are all available from manage extensions - but many need some understanding to configure and some things here I'm currently working on. However, I wanted to just put out there a smattering of possibilities so people can ask more about the ones that interest them.

 

 

1) "I want to see how people's most important...

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