CiviPlus

CiviPlus Helpdesk

How to configure and use the Search and Reporting tools in CiviPlus including Searchkit

Searching and Reporting

Build your own list of records in CiviPlus, with the filters and columns you choose

Building a custom search with Search Kit

Publish a saved search as a page your colleagues can open, with the filters and permissions you choose

Turning a search into a page with Form Builder

Filter, sort, download and act on the rows in a report page someone has built for you

Using a report page in CiviPlus

How to create a report and expose it as a page using Search Kit and FormBuilder

Search kit reporting

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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