This section explains how to set up Reports. It assumes a basic understanding of why you would want to use a Report, and describes the workflow for creating a report from a template through to making these reports available for users. It also assumes that the report you require can be achieved using the report templates supplied with jManage.
If the report template you need does not exist you can request a quote for a custom report.
Report templates are general reports that can be further customized to create specific report instances. These report instances can then be made available to users.
The Create new report from templates page lists all available report templates and is found in the Administer > CiviReport menu. The templates are grouped by component, and each has a brief description of its intended scenario. If there are already report instances for a given template, you'll see a link to view Existing Reports.
Clicking on the report template name will bring up a screen where the report can be configured.
There are two steps to configuring a report:
- Select your report criteria: decide what information will be displayed in the report.
- Define the report settings: choose a title, set permissions and add it to a menu. You will not see the report settings tabs until you have previewed the report.
Select report criteria
When you create a new report you will be presented with two or more tabs that will let you define the information the will be displayed in your report. The tabs available will depend on the template you have selected with the most common being:
- Columns (all reports)
- Grouping (summary reports)
- Sorting (detail reports)
- Filters(all reports)
The options available for these criteria change from report to report. General principles for the different types of report criteria are outlined below.
These check boxes allow you to select the data to be displayed for each record in your report. In most reports, at least one display column is required and cannot be unselected. For example in the membership detail report Contact Name and Membership Type are required fields
This is not available in all reports, but it is useful when creating a report which summarizes data, rather than displaying each individual row, and for reports that compare different types of data.
For example you can choose to compare donations per year.
You can specify more than one grouping criteria. When you do this, results will be nested based on both groupings. Not all combinations of groupings will make sense for your data. You may need to spend time experimenting with Group By Columns to become familiar with this functionality.
Note that some Groups By Columns interact with Display Columns and can't be selected at the same time. The system will warn you if you try to make an invalid selection.
This is not available in all reports, but can be useful in "detail" reports as shown below.
Filters are the main way to specify the records that you want to include in the report. For example, running the Membership Detail report without choosing any filters will show you all membership records. You could then filter the report to show all members of a specific membership type who joined last year. Most filter are self-explanatory; the date range filter is explained below.
The Date Range Filter
Most reports will have a date range filter. This can be configured in two ways:
- by using an absolute date range, e.g. "1st Jan 2010" to "31 July 2010"
- by using a relative date range, e.g. "Previous Year".
Relative date ranges are very useful for reports that you want to run on an ongoing basis for example:
- This year gives all records from the start of the current year.
- Previous quarter gives all records from the previous quarter.
- Last 12 months gives all records between one year earlier than today's date, and today (really useful!).
The "Last ..." ranges are particularly useful when used in combination with Group By Columns. Combining Ending Year with Group By Month gives a report that summarizes data by month for the previous 12 months.
The report below shows the total amount of contributions received in the past 12 months, as well as each month's total.
Once you have selected your report criteria, click Preview Report. (You will see that the tabs that define the report settings are now visible.) If the information displayed isn't exactly what you wanted, you can select the appropriate tab to modify your criteria. You may need to make several modifications before you achieve the report you want.
Define Report settings
Once you are happy with the report criteria you have entered into the template, you need to save this criteria as a new report so that it can be run again. (You will need to preview the report to make the settings tabs visible.)
- On the Title and Format tab give your report a title and description that will help other people understand its usage, for example, "Student members joined so far this year". A standard header and footer is included with each report and is displayed at the beginning and end of any PDF or downloaded versions of the report. These are written in HTML. If you want to display the actual report title replace "CiviCRM Report" between < title> and < /title>. You can include a logo be adding an < img> tag.
The Email Delivery tab contains the fields that will let you have report emailed to yourself or someone else on a regular basis. Fill in the Subject, To and CC fields in the Email Delivery Settings. You can enter one or more email addresses in the To and CC fields; multiple email addresses should be separated by commas.As well as entering the email delivery settings described above, the Mail Reports (mail_report) scheduled job must be enabled to send report emails. Alternatively a cron job can be scheduled to run this specific task apart from other scheduled jobs. The specific report instance and, optionally, format are specified as part of the scheduled job configuration. Refer to the Scheduled Jobs chapter for more information.
All reports are included in Report > Report listing. On the Access tab, you can set if and where the report will appear elsewhere in the navigation menu. When you check Include Report in Navigation Menu? the Parent Menu field appears letting you select the parent menu for this second link to the report. The link to the report can either be to "View Results" or to "Show Criteria". "View Results" will open the report to the results page and would be the appropriate choice for, say, a report that uses a relative date filter such as "Number of new contributors last calendar month". "Show Criteria" will allow you to alter the report criteria before it is run.
On the Access tab, you can also set up permissions to view or edit reports on a report-by-report basis. This allows you to simplify the user interface for junior users and set sensitive reports to be accessible only to certain users. For example, you might select "access CiviContribute" for contribution reports so that only the people that can see contribution data can access the report.
Alternatively you can limit access to a report to (a) particular ACL role(s). Refer to the Permissions and Access Control in the Initial Set Up chapter.
A Reserved Report can only be altered by someone with the Administer Reserved Reports permission.
Checking the box Available for Dashboard? lets users with appropriate permissions add this report to their dashboard (this is done by clicking the Configure Your Dashboard button on the individual's dashboard).
Once the report criteria and settings are correct click Create Report. The report will now appear in Reports > All Reports as well as in any navigation menu you defined on the Access tab.
Editing or copying an existing report
Sometimes you need to permanently alter the criteria for an existing report. Open the report, make the required changes and then click Update Report to save them.
At other times you may want two or more reports displaying the same columns of information but using different filters. For example you may want an Event Income Summary report showing the income for all events for the events manager, but may only want the fundraising manager to have access to a report showing income from Fundraiser events. Once you have created the initial report you can open it, change the filtering criteria and click on Save a Copy.... You will be prompted to enter a new title and description for the new report.
There are four permission specifically associated with reports:
- CiviReport: access CiviReport - user can view the CiviReport menu, but can only view reports set with the access CiviReport permission
- CiviReport: access Report Criteria - user can change report search criteria
- CiviReport: administer reserved reports - user can edit all reserved reports
- CiviReport: administer reports - user can manage report templates