GlotPress

Contribution Reports

Contribution Reports

View All Reports

View All Reports

Selecting Yes will set the report to be visible only to the user↵ that clicked this option and saved the report settings form. If this is↵ enabled, the permissions configuration for this report will be disabled.

Selecting Yes will set the report to be visible only to the user that clicked this option and saved the report settings form. If this is enabled, the permissions configuration for this report will be disabled.

Add to My Reports

Add to My Reports

Users with 'administer reserved reports' permission can mark a report instance as reserved, which prevents other users from accessing or modifying Report Criteria and Report Settings. This is particularly useful for report instances whose criteria affect the data available on non-report screens. For example, the display columns configured for the Contact Logging Summary affect the columns shown under each contact's Change Log tab.

Users with 'administer reserved reports' permission can mark a report instance as reserved, which prevents other users from accessing or modifying Report Criteria and Report Settings. This is particularly useful for report instances whose criteria affect the data available on non-report screens. For example, the display columns configured for the Contact Logging Summary affect the columns shown under each contact's Change Log tab.

How often should the contents of this dashlet be automatically refreshed? Users can manually reload by clicking the refresh button on their dashboards.

How often should the contents of this dashlet be automatically refreshed? Users can manually reload by clicking the refresh button on their dashboards.

Dashboard Caching

Dashboard Caching

The default number of rows per page for most reports is 50. However, this may be too many for a report which is included in the 'Home Dashboard'. You can reduce the number of rows included in each page when the report is part of the Dashboard by entering the desired row count here. Users will still be able to navigate through the full report using a pager.

The default number of rows per page for most reports is 50. However, this may be too many for a report which is included in the 'Home Dashboard'. You can reduce the number of rows included in each page when the report is part of the Dashboard by entering the desired row count here. Users will still be able to navigate through the full report using a pager.

Limit Rows per Page in Dashboard

Limit Rows per Page in Dashboard

If you need to make a dashlet NOT available, AND remove it from existing user dashboards - you can do that from the 'Configure' screen on your dashboard. Click the 'x' on the right side of the dashlet's icon.

If you need to make a dashlet NOT available, AND remove it from existing user dashboards - you can do that from the 'Configure' screen on your dashboard. Click the 'x' on the right side of the dashlet's icon.

You can make this report instance available for users to include in their CiviCRM 'Home Dashboard' by checking this box. Users with appropriate permissions will see the report in the 'Available Dashlets' box when they 'Configure' their dashboard. If you want to make a graphic version of the report available, select the desired 'View' and click 'Update Report'. You may want to create a set of report instances specifically for use as dashlets (and you can choose to NOT include them in the navigation menu if you want to distinguish these from the reports that users typically utilize in full screen mode).

You can make this report instance available for users to include in their CiviCRM 'Home Dashboard' by checking this box. Users with appropriate permissions will see the report in the 'Available Dashlets' box when they 'Configure' their dashboard. If you want to make a graphic version of the report available, select the desired 'View' and click 'Update Report'. You may want to create a set of report instances specifically for use as dashlets (and you can choose to NOT include them in the navigation menu if you want to distinguish these from the reports that users typically utilize in full screen mode).

You can control access to this report by selecting a 'Permission' from the list, or selecting one or more Roles. For example, you might select <em>access CiviContribute</em> for contribution reports (e.g. the same people who can see contribution data would also have access to the report). You can also prevent users from modifying the default report criteria and filters for reports by NOT giving them <em>access Report Criteria</em> permission. Those users will be able to run the report - but only with the criteria and filters that you've established for them.

You can control access to this report by selecting a 'Permission' from the list, or selecting one or more Roles. For example, you might select <em>access CiviContribute</em> for contribution reports (e.g. the same people who can see contribution data would also have access to the report). You can also prevent users from modifying the default report criteria and filters for reports by NOT giving them <em>access Report Criteria</em> permission. Those users will be able to run the report - but only with the criteria and filters that you've established for them.

The Report Footer HTML code will be output at the end of the document. You can add any additional footer text, replace the CiviCRM logo, or make other changes as needed.

The Report Footer HTML code will be output at the end of the document. You can add any additional footer text, replace the CiviCRM logo, or make other changes as needed.

The Report Header contains HTML code that will be output at the beginning of the document whenever this report is printed or downloaded in PDF format. The default values will work for most situations. However you may want to enter the actual report title in the &lt;title&gt; tag (replacing 'CiviCRM Report'). You can include a logo by adding an &lt;img&gt; tag. You can also modify the look and feel of the printed report by including a custom CSS file (instead of print.css).

The Report Header contains HTML code that will be output at the beginning of the document whenever this report is printed or downloaded in PDF format. The default values will work for most situations. However you may want to enter the actual report title in the &lt;title&gt; tag (replacing 'CiviCRM Report'). You can include a logo by adding an &lt;img&gt; tag. You can also modify the look and feel of the printed report by including a custom CSS file (instead of print.css).

This title and the description below will be displayed to users in the reports list when they click the 'Reports Listing' menu. The title should reflect the report's default criteria. EXAMPLE: Activity Report - Current Month

This title and the description below will be displayed to users in the reports list when they click the 'Reports Listing' menu. The title should reflect the report's default criteria. EXAMPLE: Activity Report - Current Month