CiviCRM Community Forums (archive)

Hi - here is post 3 - my CiviCRM reporting questions

Q. Can you setup automatically generated reports for a date in the future, e.g. Monthly Donor Summary report for US etc.?

Q. Can you know for each report generated - who has requested the report, the date it was run and date it was last updated?

Q. Does it store all reports created, i.e. is their the ability to go back to reports already run?  If so, how can you actually save the report so it stays in CiviCRM to go back to later?

Q. Can you customise the fields in the 'Report filters' section for each report template? For example we would like to add a field of 'Total number of donors' which is not currently there.

Q. Can you run reports in multiple currencies, e.g. All country Donor Summary view in Euro, Donor Summary for US in USD?

Q. How do you report by segment? For example segmentation by total donation spend level (First time donor, Regular donor, Major Donor etc.)

Q. How do you report by donation channel? For example – website, Paper mail, event, Email, Word of mouth etc.?

Q. Can you run a report that is a mixture of report templates? For example, a Donor Summary report for the Summer 2009 Annual Conference event or a Donor Detail report for those who are Gold members?