CiviReport

(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.

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.

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.

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).

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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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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)  

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.

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.