CiviReport

CiviCRM Extensions for Reporting

Publié
2022-07-27 12:04
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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.

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Intensive Hands-on User/Admin Training in California, April 17-18

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2019-03-04 01:02
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It's time to take your CiviCRM skills to the next level! Join us for two days of intensive hands-on learning, individual attention from CiviCRM experts and networking with nonprofit peers.

  • Dig into the most popular components of CiviCRM with the guidance of experienced trainers.

  • Learn and practice on an actual database: we give each trainee their own CiviCRM site to work on.

  • Ask questions: you'll have plenty of opportunities.

Get an early-bird discount if you register by March 12.

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CiviCRM’s Powerful Custom Reporting Helps Create Targeted Groups for Year-End Fundraising

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2018-07-13 14:30
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(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.

Advanced Search CiviCRM Screen Shot

2. Select criteria for our Level 1 Contributors for this year.

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Fundraising with CiviCRM: Tie Your Nonprofit's Fundraising Efforts Together with CiviCampaign

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2018-06-27 09:15
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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.

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CiviCRM Pivot Report

Publié
2018-02-09 09:56
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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.

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How does your individual donor fundraising compare?

Publié
2017-03-15 08:33
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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.

[icon:fontawesome:bullhorn] (TL;DR – you should install the Individual Donor Benchmark Survey extension, run the report, and submit your survey response.)

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New reports for pledges

Publié
2017-02-06 04:06
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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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Introducing CiviREBUX: Native Report Building Extension for CiviCRM

Publié
2016-08-16 02:20
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***************************************************************** 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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CiviAccounts Survey and Roadmap

Publié
2015-01-16 14:07
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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)  

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Streamlining CiviCRM Reports

Publié
2014-07-17 11:35
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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.

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Recovering lost custom reports after migrations / updates

Publié
2014-02-10 15:53
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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.

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CiviCRM for Chamber of Commerce - Perth, Australia

Publié
2013-07-25 20:11
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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.

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Custom Data and ACL's in CiviReport

Publié
2013-02-24 01:37
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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

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Developing custom search results

Publié
2013-01-02 18:21
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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 exportable in a complete form, with all available info about the contact.  A list of each donor's contributions are pivoted and laid out as columns at the end of the row, along with various, calculated LYBUNT flags.

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Getting data OUT of Civi - extending reports

Publié
2012-11-22 13:20
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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.

 

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New Module for Drupal: CiviCRM Private Report

Publié
2012-01-09 10:02
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A couple of weeks back I wrote here some thoughts about letting users manage and modify their own private collection of reports without actually having site-wide "administer reports" privileges. I've since gone ahead and written up the code to make this happen, and I would love to get feedback from the community on its usefulness and ways to improve it.

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Allowing users to modify reports without going crazy

Publié
2011-12-19 11:07
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A client of mine at NS Web Solutions is looking to solve a problem involving the way their users need to handle reports.  I think this might be common enough to be relevant for others, so here's a bit about what we're planning to do.
 
Note: This is based on a short forum thread here: http://forum.civicrm.org/index.php/topic,22307.msg93500.html
 
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Tales from a Blackbaud Kintera Conversion to a Drupal CiviCRM Solution - Part 1

Publié
2011-10-18 15:22
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I recently completed a conversion of about 8 years of history from a 5 year old Blackbaud Kintera site to a Drupal CiviCRM solution. Confused yet? Don't worry, all we be revealed in time. As a way of giving back, I am planning to share my experiences good and bad, what worked, what did not, what I learned and what I will and won't do next time.

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Building a detailed event management system (and some other cool stuff) with CiviCRM

Publié
2011-04-28 21:37
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Note: You can see videos of these features in action on NS Web Solutions' case study page for this project.

Update: Some of the code for these features is available on GitHub. See my comment below.

 

CiviCRM offers an incredible set of features straight out of the box. At NS Web Solutions we're sometimes asked to provide a CRM system with some pretty unique features, and we've found that by relying on CiviCRM's wide array of hooks and customization features, there's a lot that can be done.

 
We recently completed a project for a client that conducts many events per year in which all participants are fully sponsored to attend, including airfare, airport pickup, hotel accommodations, and meals. To complicate the equation, not all participants are given the same package; variations include hotel room type, in-room amenities, class of travel, length of stay, type of airport pickup, and more.
 
Seemlessly integrating all this data into CiviCRM was critical. We built a custom Drupal module implementing CiviCRM's wide array of hooks, in addition to a number of custom data fields, to achieve this.
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Adding "sort by columns" to Reports

Publié
2010-10-25 14:04
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This has come up a couple of times before. According to my chat with Lobo today, not much is happening on this front. Since our client at Two Mice and a Strawberry has a need for this, we're diving in head first this week. Hopefully we'll have something that's worth contributing to core. Please comment below if you have any thoughts on the ideas presented here.

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3.1 Beta 2 - Including the New Personal Dashboard!

Publié
2009-12-17 11:51
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The second BETA release of version 3.1 is now available for download. You can also try it out on our sandbox site. Please remember it’s a beta release and it shouldn’t be used on production sites.

This release includes several COOL new features:

  • Personal Dashboards - ** NEW in this beta release ** Each CiviCRM user can now configure their own dashboard (CiviCRM Home) to include summary data that's important to their work. Any available 'CiviReports' can be embedded in the dashboard in tabular or graphical format. Check out some examples on Kurund's recent blog post.
  • Contact Subtypes - Extend (and / or rename) the built-in contact types and create custom fields specific to a subtype (e.g. Staff vs. Volunteer custom fields). Thanks to the folks at Alpha International for sponsoring this much-requested feature (learn more...).
  • HTML Emails for Receipts, Event Confirmations and more - Templates for all system-generated emails are now stored in the database and editable by administrators. You can easily add styles, logos and more to your emails.
  • HTML layout overhaul for online contribution pages - Phase 1 in efforts to make front-end CiviCRM pages much easier to style / modify via CSS (learn more...). Thanks to Kyle Jaster and the folks at rayogram.com..
  • Usability improvements - Streamlined DATE input and list sorting widgets. Prevent users from losing work by alerting them if they try to navigate away from a form with unsaved changes.
  • Support for Price Sets in Online Contribution Pages - Provides the flexibility to incorporate more complex contribution options (e.g. "Contribute $25 more to receive our monthly magazine.").
  • Custom Data Groups Extensibility - Custom data groups can now be shared between multiple types of Activities, Events, Participant Roles etc.
  • Access Control for Reports - Access control list (ACL) based permissioning is now applied to report data.
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Canvass and Phonebank

Publié
2009-11-03 20:57
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Introduction: The Need

Progressive Technology Project (PTP) supports grassroots community organizing groups nationwide that engage in social, economic and environmental justice efforts to empower low-income people and communities of color. These groups conduct phone banking and field canvassing as an integral part of their base-building and voter engagement strategies to engage existing and new constituents. PTP hired DharmaTech to help them build PowerBase: a customized CiviCRM for use by community organizing groups.

PowerBase helps groups manage the following data related to phonebanking and field canvassing work:

  • voter info, history, and demographics
  • reason why the phonebank or canvass is taking place
  • responses to questions asked during the phonebank or canvass
  • phonebank or canvass status
  • primary language spoken
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Extending the activity form and generating "form letters" via CiviReport

Publié
2009-10-05 17:06
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The Physician Health Program of BC has a task that goes something like this: Their vendors, and even staff and board members, are not paid directly by them but by the provincial medical association (BCMA), so when invoices from vendors come in, they need to enter the information onto a special form and send that off to the BCMA for payment. Then they periodically send back a statement to reconcile against. Since all the vendors are contacts in CiviCRM already, it made sense to think about putting this in there too.

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Scoping out basic CiviAccounts/CiviBanking

Publié
2009-08-05 04:52
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This post started out as a reply to Eileen's "Banking Screen?" comment on my previous post on this topic, but by the time I was done, I thought that this warranted its own post. I think that the core "Accounts" or "Banking" functionality that could be helpful to Civi users without getting too out of control, is:
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Is there a need for CiviAccounts?

Publié
2009-08-04 06:21
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We are finding that CiviCRM/accounts issues are becoming increasingly important for our clients, and Eileen's recent blogs and the discussion they are generating are a fantastic step towards helping find the best way for Civi to deal with financial transactions.

For example, I think it could be useful for Civi to ultimately develop functionality for maintaining simple bank accounts within CiviCRM, so that small organisations can maintain basic accounts without the headaches of integration with an external package.

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Introducing CiviReport - Constituent, Contribution, Event and Membership reports for CiviCRM

Publié
2009-07-06 15:36
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Version 2.2.7 was released today with CiviReport ("the return") phase 1. This version includes fourteen report templates with coverage for contact data, activities, contributions, events and memberships. Folks in the community who have had a chance to preview the functionality have been quite excited - and we think this is a significant step forward for CiviCRM. First, a few concepts... CiviReport is delivered with a set of report templates. Each template covers a general reporting area - for example: Donor Report (Summary), LYBUNT (Last Year but not this Year), etc. Administrators can then create one or more report instances from a template - with specific display columns, filters and grouping rules. Users go to the CiviReport menu to see a list of report instances, and run the reports.  
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CiviCRM 2.2.7 - Security Release AND CiviReport Phase 1

Publié
2009-07-06 11:15
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The team has released version 2.2.7 today. This release includes an important security update - and we recommend that you upgrade sites to this release as soon as possible. 2.2.7 also includes phase 1 of CiviReport - with 14 built-in report templates with coverage of contact data, contributions, events and memberships. Stay tuned for a separate blog post with lots more details on the new reporting features.

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