Using CiviCRM Search-Kit (New)

ChatGPT Question: 

How can I use CiviCRM Search Kit to create reports?

ChatGPT Answer: 

CiviCRM Search Kit is a powerful tool that allows you to create custom searches and reports in CiviCRM. Here's how you can use it to create reports:

  1. Install CiviCRM Search Kit: First, you'll need to install the CiviCRM Search Kit extension. You can do this by going to the "Administer" menu in CiviCRM, selecting "System Settings", and then choosing "Extensions". Find "CiviCRM Search Kit" in the list of available extensions and click "Install".

  2. Create a search: To create a search, go to the "Search Kit" menu in CiviCRM and select "New Search". Give your search a name and then choose the criteria you want to search by, such as contact type, location, or activity type. You can add multiple criteria to your search to make it more specific.

  3. Preview and refine your search: Once you've created your search, you can preview the results by clicking on the "Preview Results" button. This will show you a list of all the contacts that meet your search criteria. If necessary, you can refine your search by adding or removing criteria.

  4. Save your search: Once you're happy with your search, you can save it by clicking on the "Save" button. This will allow you to reuse your search later on.

  5. Create a report: To create a report based on your search, go to the "Search Kit" menu in CiviCRM and select "New Report". Choose the search you want to base your report on and then choose the report format you want to use, such as a list or a summary. Customize your report by choosing the fields you want to display, sorting options, and grouping options.

  6. Preview and refine your report: Once you've created your report, you can preview it by clicking on the "Preview Report" button. This will show you a sample of the report based on your search criteria. If necessary, you can refine your report by adjusting the formatting or changing the fields that are displayed.

  7. Save and export your report: Once you're happy with your report, you can save it and export it in a variety of formats, such as CSV, Excel, or PDF. You can also schedule your report to be automatically generated and emailed to you on a regular basis.

These are the basic steps for using CiviCRM Search Kit to create reports. Depending on your organization's needs and use case, there may be additional steps or customization options that are relevant.