Book Image

Using CiviCRM - Second Edition

By : Erik Hommel, Joseph Murray, Brian P Shaughnessy
Book Image

Using CiviCRM - Second Edition

By: Erik Hommel, Joseph Murray, Brian P Shaughnessy

Overview of this book

CiviCRM provides a powerful toolbox of resources to help organizations manage relationships with constituents. It is free, open source, web-based, and geared specifically to meet the constituent relationship management needs of the not-for-profit sector. Beginning with broader questions about how your organization is structured, which existing workflows are critical to your operations, and the overarching purpose of a centralized CRM, the book proceeds step by step through configuring CiviCRM, understanding the choices when setting up the system, importing data, and exploring the breadth of tools available throughout the system. You will see how to best use this software to handle event registrations, accept and track contributions, manage paid and free memberships and subscriptions, segment contacts, send bulk e-mails with open and click-through tracking, manage outreach campaigns, and set up case management workflows that match your organization’s roles and rules. With specific emphasis on helping implementers ask the right questions, consider key principals when setting up the system, and understand usage through case studies and examples, the book comprehensively reviews the functionality of CiviCRM and the opportunities it provides. With this book, you can help your organization better achieve its mission as a charity, industry association, professional society, political advocacy group, community group, government agency, or other similar organization and position yourself to become a power user who efficiently and effectively navigates the system.
Table of Contents (20 chapters)
Using CiviCRM - Second Edition
Credits
About the Authors
www.PacktPub.com
Preface
Index

Getting to the bottom line


What is a report?

Okay, this may seem like a trite question. However, we ask it with sincerity: What is a report? When the Executive Director, Membership Committee Chair, Fundraising Consultant, Board Secretary, or Staff Supervisor in the next cubicle asks you for a report, what are they expecting to receive? What makes a report different from a set of records exported from search results?

Reports present data with a message. More than raw data and more than just a subset of records, reports are meant to tell a story. We can begin to understand their purpose by comparing them to search results. They are similar, but differ in several important ways:

  • Reports are more specialized in the types of data that can be filtered, and the way in which that data is rendered.

  • Reports are intended for more visual uses, whereas a search result yields a simple list of data, which can be exported or acted upon in other ways. A report may present results with a header, footer, and more...