There are many ways that you can get data out of CiviCRM. We will start with the standard reporting tools such as Search and Reports. We will then look at extensions that give you more options. This workshop is aimed at beginners and regular users of CiviCRM. No prior experience is assumed. Workshop delivered by William Mortada at CiviCamp London on 13 November 2019.

1. CiviCRM Reports
and Extensions
CiviCamp London 2019

2. About me
Digital Manager
a-n The Artists Information Company
www.a-n.co.uk
William Mortada
Technology for social purpose
@wmortada
mortada.co.uk

3. Overview
● Understanding your needs
● Standard CiviCRM reports
● Search and export
● Extensions
○ Extended reports
○ Civisualize
○ Pivot report extension
○ ReportPlus
● Other options
● Questions

4. Slides
A copy of these slides is available at:
slideshare.net/WilliamMortada
There is also a video of a previous version of this talk at CiviCon UK 2017:
youtu.be/AyWwu7HoOkI
(search for ‘CiviCRM reports’ on YouTube)

5. Understanding your needs

6. What do you want to know?
● ‘Report’ vs ‘search’
● Pull out a few figures?
● Perform detailed analysis?
● Are you collecting the right data?

7. Standard CiviCRM reports

8. Creating a report in CiviCRM
● Columns
● Sorting / Grouping
● Filters
● Save
Documentation: https://docs.civicrm.org/user/en/latest/reporting/what-is-civireport/

15. Search and export

16. Searching in CiviCRM
● Criteria
● Display results as
● Export to CSV
Documentation: https://docs.civicrm.org/user/en/latest/the-user-interface/searching/

22. CiviCRM extensions

23. Installing an extension
From within CiviCRM
● Administer > System Settings > Extensions
● Add New
● Download
Documentation: docs.civicrm.org/user/en/latest/introduction/extensions/#installing-extensions

26. Extended reports
Description: a set of 32 reports that extend the standard CiviCRM reports
Author: Eileen McNaughton
Usage: 1,801 sites
Web: civicrm.org/extensions/extended-reports
Version: 5.0
Released: 1 November 2019

27. Overview - Extended reports
Features
● additional fields
● inline editing
● pivot table reports
● analysis by line item - useful if you use price sets
● additional pledge reports - e.g. LYBUNT, SYBUNT etc.

28. Inline editing - activities

29. Pivot table - activities

30. Pivot table - contributions

31. Pivot table - membership

32. Civisualize
Description: a set of data visualisation reports
Authors: Xavier Dutoit, Siddharth Gupta
Usage: 866 sites
Web: civicrm.org/extensions/civisualize-missing-data-visualization-extension
Version: 5.0
Released: 22 January 2019

36. Pivot report extension
Description: display data in an interactive pivot table
Author: Compucorp
Usage: 221
Web: civicrm.org/extensions/civicrm-pivot-reports
Version: 2.0.1
Released: 22 January 2018

42. ReportPlus
Description: extends the default form framework adding new features
Author: Ixiam
Usage: 79
Web: https://civicrm.org/extensions/reportplus
Version: 2.3.7
Released: 18 October 2019

45. Other options

46. Drupal Views
● only works with Drupal
● requires developer to set up
● very flexible
● public or private
● examples
○ directory of member organisations
○ list of upcoming events - with filters
○ honour roll of recent donors
○ staff/trustee list
○ summary of activities completed
Documentation: https://docs.civicrm.org/sysadmin/en/latest/integration/drupal/views/

47. Custom reports
● requires a developer
● customise existing reports
● create a new report to meet your needs
Documentation: docs.civicrm.org/dev/en/master/framework/civireport/

48. External data analysis tools
● Jasper
○ requires Java
○ blog: CiviCRM and Jasper Reports
● Pentaho
○ requires Java
○ wiki: Cookbook - How to use Pentaho for data analysis
● Forena
○ requires Drupal
○ video: CiviCon Denver 2015

49. Questions?
Slides:
slideshare.net/WilliamMortada
Video:
youtu.be/AyWwu7HoOkI
(or search for ‘CiviCRM reports’ on YouTube)
William Mortada
Technology for social purpose
@wmortada
mortada.co.uk

50. Thank you!