Embed Size (px)
Citation preview
GinkgoStreet.com @GinkgoStreet #CiviCRM
Data Insights: Reporting Workshop
Michael Z. DaryabeygiGinkgo Street Labs
Principal & Developer@ginkgoMZD
(twitter, IRC, skype)
GinkgoStreet.com @GinkgoStreet #CiviCRM
Agenda
● Overview of Reporting Capabilities● Reporting Strategies & Group Discussion ● Tour of Components● Break-outs: Configure Reports; Analyze with CiviVisualize
GinkgoStreet.com @GinkgoStreet #CiviCRM
Reporting Tools in CiviCRM
CiviReportsExports
DashboardsDashlets
CiviVisualize
GinkgoStreet.com @GinkgoStreet #CiviCRM
Reporting Tools in CiviCRM
CiviReportsExports
DashboardsDashlets
CiviVisualize
GinkgoStreet.com @GinkgoStreet #CiviCRM
Reporting Tools in CiviCRM
CiviReportsExports
DashboardsDashlets
CiviVisualize
GinkgoStreet.com @GinkgoStreet #CiviCRM
Reporting Tools in CiviCRM
CiviReportsExports
DashboardsDashlets
CiviVisualize
GinkgoStreet.com @GinkgoStreet #CiviCRM
Why do we report?
Feedback cycleGain InsightsReflect on Campaigns/ProgramsCorrelateOperational Planning
GinkgoStreet.com @GinkgoStreet #CiviCRM
Reporting Strategies
Plan reporting before collecting data: will the data be conducive to analysis?
What challenges are there to keeping data clean?
GinkgoStreet.com @GinkgoStreet #CiviCRM
Reporting Strategies[2]
Identify Questions to be answered:Where do we stand now?
Did we meet our goal?Did our new strategy succeed or fail?
Where is untapped potential?…?
GinkgoStreet.com @GinkgoStreet #CiviCRM
Reporting Strategies[3]
...THEN answer:What tools will we use?
What sources for data do we have?Who needs to be able to pull the report?
GinkgoStreet.com @GinkgoStreet #CiviCRM
Reporting Strategies[4]
Segmenting Data:Campaigns
DemographicsTime and Events
Tactic
GinkgoStreet.com @GinkgoStreet #CiviCRM
Reporting Strategies[5]
Facilitate and Foster a Culture of Reflection:Make Reports Accessible● Dashboards● Auto Email● Train● Tailor
GinkgoStreet.com @GinkgoStreet #CiviCRM
Tour - CiviReports
●Run and Select Output●Select Columns●Grouping
GinkgoStreet.com @GinkgoStreet #CiviCRM
Tour - CiviReports: FilterInclude/Exclude Custom Report
GinkgoStreet.com @GinkgoStreet #CiviCRM
Tour - CiviReports
● Save Copy● Email Report● Set Access Permissions
GinkgoStreet.com @GinkgoStreet #CiviCRM
Tour - Component Dashboards
● Events● Memberships● Contributions● Mailing Report
GinkgoStreet.com @GinkgoStreet #CiviCRM
Some Extensions
● https://civicrm.org/extensions/export-native-excel● https://civicrm.org/extensions/summary-fields● https://civicrm.org/extensions/advanced-fundraising-reports
● Blog on Integration: https://civicrm.org/blogs/lcarter/civicrm-and-jasper-reports
● https://civicrm.org/extensions/civisualize
GinkgoStreet.com @GinkgoStreet #CiviCRM
Tour – Enable CiviVisualize
GinkgoStreet.com @GinkgoStreet #CiviCRM
Tour - CiviVisualize
GinkgoStreet.com @GinkgoStreet #CiviCRM
Break-Out:
GinkgoStreet.com @GinkgoStreet #CiviCRM
Tour – Configure Dashboard
GinkgoStreet.com @GinkgoStreet #CiviCRM
Break-Out:
Content Areas:●Contributions●Events●Memberships●Activities●Contacts
GinkgoStreet.com @GinkgoStreet #CiviCRM
Connect with us
Michael Z. Daryabeygi, Pricinpal & DeveloperCiviCRM, IRC & Skype: @ginkgoMZD [email protected]
Ginkgo Street Labs Twitter http://twitter.com/ginkgostreet Linkedin https://www.linkedin.com/company/ginkgostreet-labs Facebook https://www.facebook.com/GinkgoStreet
