CiviCRM Extensions for Reporting

Veröffentlicht
2022-07-27 12:04
Written by

CiviCRM Extensions for Reporting

There are a few reporting extensions available for CiviCRM that add reporting template options, particularly for contribution reporting. In particular, ReportPlus stands out from the rest of the crowd as an interesting option to explore.

Many of our clients have told us they struggle with the fields included and the ordering of fields in the generated output with core CiviCRM reports. ReportsPlus attempts to resolve both issues, at least for a few report types.

Here is a screenshot from the template for a contribution detail report:

Contribution Report

This template includes significantly more field options for inclusion in the report than its core counterpart, and it allows for drag-and-drop ordering of the fields so users can customize how the output appears -- both of which constitute welcome improvements on the existing functionality.

The member matrix template allows users to explore their members using pairs of data - for example, in this screenshot we’re viewing members by type and by state. You could also, for example, view members by type grouped by the campaign through which they joined, to evaluate ROI of various campaigns over time.

Member Matrix

In addition to the contribution detail and member matrix shown above, there are also template options for contact details, a contact birthday report, and several other member reports. If you have been struggling with Civi’s core reports and have needs around contact, contribution, or membership reporting, this might be a useful addition to your toolkit.

Adding the ReportsPlus extension to your CiviCRM installation provides more flexibility to meet the needs of your organization. If you need more robust reporting options, take a look at a previous post on adding a Jasper Server.

At BackOffice Thinking, we focus on technology so nonprofits can focus on their mission.

Filed under
1 person liked this (login to vote or to comment)

Comments

It seems odd that Search Kit isn't mentioned here, since it's slated to be the official replacement for CiviReport, and solves similar issues.