Skip to content

Everyday Tasks

This chapter assumes that CiviReport is already configured and you are a user wanting to access reports that have been configured for you. If you want to learn more about how to set up and configure reports, read the section on setting up CiviReport.

Viewing reports

To view a report:

  1. Go to Reports.
  2. Select the relevant report type.
  3. Identify the report you wish to view. Click on View Results to view the report results using the preset criteria. Click on the report name to go to the criteria settings.

report_selection

Reports can also be configured to be directly accessible from navigation menus. For example, an event report can be configured to appear in the Events menu.

When you open a report it will appear on screen as a table. Some reports can also be viewed as a bar or pie chart. When this is the case, a dropdown menu will allow you to select the format you want.

report_graph

The appropriate report should then be displayed.

past_12_months_income

As well as viewing reports on screen you can create a PDF version of either tables or graphs, suitable for printing or emailing.

report_pdf

If you want to perform further calculations on your report data, you can output the data as comma separated variable (CSV) for import into a spreadsheet by clicking Export to CSV.

If you have the appropriate permissions, you will be able to adjust the report criteria and settings when you view the report. Read the section configuring reports for detailed information about how to do this.

Reports on your dashboard

Reports can be configured to appear on your dashboard (the first page you see when you log in to CiviCRM). You can configure this yourself, although not all reports may be available to put on your dashboard.

dashboard

To display specific reports on your dashboard:

  1. From your dashboard, click on Configure Your Dashboard.
  2. Select a report from the list of available reports.
  3. Drag the report onto your dashboard.

dashboard_config

Adding report results to a group

Sometimes it is useful to add contacts returned in a report to a group. This functionality isn't available in all reports but where it is, you can choose the group you want to add the contacts to from the dropdown menu as shown below.

report_group