CiviCRM Reporting

CiviCRM Reporting

There are 22 core reports in CiviCRM that cover standard reports in summary and detail. Off of these reports, new report templates can be developed.

View a List of Reports and Report Descriptions

  1. In the Administration Menu across the top of your page, select Reports → Reports Listing.

The CiviCRM Reports page now appears with links to each report, a description of the report, and a Delete link.

Access a Report

  1. In the Administration Menu across the top of your page, select Reports → 'REPORTNAME'.

The coinciding report now appears.

Modify the Criteria of the Report

Much of the criteria of a report can be modified, including custom data. As well, you are able to expose or hide certain columns of data and group by certain criteria.

  1. Click the arrow next to Report Criteria to expand the section and view the criteria options.
  2. Add or remove columns of data by checking or unchecking the appropriate checkboxes in the Display Columns section (first section under Report Criteria).
  3. Modify the search criteria for the report by changing the options under the Set Filters section (second section under Report Criteria)>
  4. Click the Preview Report button to preview your changes.

You can continue to modify the criteria to filter and return the data you desire. You can create a new report based on how you re-set the criteria by following the instructions below.

If, after manipulating CiviCRM's report functionality you cannot create a report the way you need to, please submit a Feature Request.

Create a New Report Template Based on an Existing Report Template

  1. In the Administration Menu across the top of your page, select Reports → Create Reports from Templates.
  2. Select the report you want your new report based on.
  3. Modify the criteria as desired.
  4. Click the Preview Report button.
  5. A preview of the report now appears with Report Criteria and Create Report sections above, collapsed.

  6. To modify the criteria again, click the arrow next to Report Criteria to expand the section and access that criteria options.
  7. To save the report as a template, click the arrow next to Create Report to expand the section and configure the report.
  8. Enter a Report Title.
  9. Enter a new Report Description.
  10. If you will be emailing this report, enter a Subject, To, and CC, if necessary.
  11. To include the report under Reports in the Administration Menu, check Include Report in Navigation Menu?
  12. Set a Permission for the report from the drop-down, if applicable.
  13. Check Available for the Dashboard? to make this report a dashlet.
  14. When you are satisfied with your report, click the Create Report button.