Reports

CiviCRM’s robust reporting allows organizations to continually assess the success of their CRM usage.

Reporting helps your organisation to evaluate its impact and achieve its mission. Sometimes this is a requirement for funders or other stakeholders. CiviCRM allows you to create, run and schedule reports based on the data CiviCRM has about your contacts and their interactions with your organisation.

These reports are queries on the database using criteria and fields available in a report template. Reports can be delivered on the page when you run them, as a dashlet on the dashboard or a scheduled email which can include a CSV file or PDF.

Create reports from pre-existing templates such as Donor Report Summaries or LYBUNT (Last Year but not this Year); or create entirely new custom reports. CiviCRM reports allow you to:

  • Configure reports with relative date ranges
  • Create reports as print-friendly HTML or downloadable PDF formats
  • Export as CSV
  • Add report results to a given group for case management (eg: send email, create mailing lists)
  • Automate report delivery to one or more recipients via e-mail
  • View the data in a table OR as a Bar chart or Pie chart
  • Limit access to a specific sub-set of your users