Creating custom reports in Groundhogg 2.6.3

Groundhogg 2.6.3 offers the ability for you to create custom reports. At the beginning the reports will be limited, but will be adding more reports.

To see the custom reports go to Groundhogg -> Reporting -> Custom. If you don’t see the custom tab then you need to update Groundhogg to 2.6.3 (which was released on May 10th 2022). The first time you see it, it will be blank.

The Groundhogg reporting tab for a custom reporting with no reports

To add a report click on the Create New Report button on the top right.There will be a pop-up where you are given options. When this feature is new, it’s limited in what the options are.

A pop-up on the custom reporting tab that has the title of create report

The name is whatever name you want to show. In our example we will name it Unconfirmed Contacts. In our example we want a number, so we will leave the report type as a number. But if you want a pie chart, or table, then those options are available. Right now the only report value is total number of contacts, so you can keep that selected. 

Filtering contacts is like how searches are done, in that you can search for specific things and if you have more extensions then you get more options.

In creating a new report, the drop-down for filtering contacts is selected and the list of ways to filter a contact come up.

If you want to do unconfirmed contacts then, select Optin Status, then is one of, then unconfirmed. After clicking the checkbox and save report. You will see it in the custom reports.

The Groundhogg custom reporting tab now with a unconfirmed contacts report that was created

You can add as many custom reports as you would like, and new ones are being added all the time. If there is a custom report you want that isn’t available, then submit it as a feature request and our development team will take it into consideration.

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