Report: Create, run and schedule reports based on your CRM data

Reporting helps your organisation to evaluate its impact and achieve its mission. Sometimes this is a requirement for funding bodies or other stakeholders.

The CiviCRM Report module has built in report templates which can be used to build custom reports
Reports are useful when you need to repeatedly ask the same question/s about your data
Use reports to gather information for internal reporting - eg Annual General Meeting, Board Members, other departments
Use them to report to external bodies - eg Stake holders, funding bodies, government departments
Create reports as print-friendly HTML
Export as CSV
Automate report delivery to specific recipients via email
Limit access of a particular report to a specific set of users

Reports are sometimes more flexible than searches and allow you to change what is displayed and the order in which it is displayed
You can choose to save, print, generate a PDF or export to CSV

You can set permissions to limit access to certain reports
People with permissions can add this report to their dashboard as a dashlet report
Dashlet reports are run each time the dashboard is loaded and therefore the user will see real time data and results