I'd like to create reports on member retention and churn rates but seems I'm forced to create a report based on a template instead of defining it myself.

Any suggestions on how to go about this?

  • can you outline the problems of basing it on a template?
    – petednz - fuzion
    Jun 29 at 2:27
  • I'm used to working in CRMs such as ZoHo and SFDC where it's possible to create reports by selecting fields, defining totals and subtotals etc. I'm just not seeing how to select multiple fields and to create a report that performs calculations - such as for the churn rate. None of the templates seem to offer this level of functionality. Jun 29 at 3:35
  • 1
    Search kit (a built-in extension you can enable at Administer - System Settings - Extensions) will have this but it doesn't handle memberships fully yet. Or, if you're ok with writing php code you can copy one of the existing templates as a starting point into your own extension (docs.civicrm.org/dev/en/latest/extensions) and turn it into your own template. Or consider something like civicrm.stackexchange.com/questions/22537/…
    – Demerit
    Jun 29 at 4:28
  • Thanks for your suggestion. I'll check it out. However, I'm a user, not a coder, so I don't think writing php code is an option for me. Maybe someone in the CiviCRM community will take on the task of creating reports that offer diagnostics about organization memberships. I'm sure that would be something users would appreciate. Jun 30 at 15:54
  • In cases where I need a more complicated report from CIVICRM data, I would download only the data in csv and generate the report using Excel. Jul 15 at 4:00

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