Report Generation

The Clever CRM’s robust reporting allows organisations to continually assess the success of their CRM usage.

Reporting helps your organisation to evaluate its impact and achieve its mission. Sometimes this is a requirement for funders or other stakeholders. CiviCRM allows you to create, run and schedule reports based on the data CiviCRM has about your contacts and their interactions with your organisation.

These reports are queries on the database using criteria and fields available in a report template. Reports can be delivered on the page when you run them, as a dashlet on the dashboard or a scheduled email which can include a CSV file or PDF.

Create reports from pre-existing templates such as Donor Report Summaries or LYBUNT (Last Year but not this Year); or create entirely new custom reports. The Clever CRM reports allow you to:

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