Category: Reference
Pages in category "Reference"
User Guide > Accounting Integration > Contributions Integrate and reconcile contributions with external accounting systems. User Guide > Activities > Data Managing and reporting on activities, meetings, and tasks in CiviCRM. User Guide > Addresses > Initial Set-up Managing address fields and geolocation for contacts and organizations. User Guide > Complex event fees > Events How to configure complex pricing, discounts, and payment scenarios for events. User Guide > Components > Introduction What are the core CiviCRM modules ("components") and what do they provide? User Guide > Credits > Appendices List of contributors and acknowledgements for the CiviCRM documentation. User Guide > Custom Data for Events > Events Creating and using custom fields for event registration or tracking. User Guide > Customizing the user interface > Initial Set-up Simplifying or adapting CiviCRM UI for your use-case and audience. User Guide > Dates > Initial Set-up Date and time format management, hints, and config. User Guide > Defining memberships > Membership How to create and manage different membership types, rules, and configurations. User Guide > Error handling > Initial Set-up How CiviCRM tracks, displays, and manages system or data errors. User Guide > Event Templates > Events Use and creation of templates for standardized recurring event processes. User Guide > Extensions > Introduction Adding functionality to your CiviCRM via extensions and add-ons. User Guide > External reporting > Reporting How to export, connect and use CiviCRM data in external analytics/BI/reporting tools. User Guide > Glossary > Appendices Definitions for key technical and business terms used in CiviCRM docs. User Guide > Integrating events with your website > Events How to display or automate event info and registration on external web platforms. User Guide > Invoicing > Contributions Generate and send invoices for contributions, event fees, and memberships. User Guide > Keeping track of events and participants > Events How to manage and monitor attendance, roles, and participant status for events. User Guide > Key concepts and configurations > Contributions Underlying logic and important settings for using and customizing CiviCRM contributions. User Guide > Localising CiviCRM > Community Translate, localise, and adapt CiviCRM for different languages and regions. User Guide > Logging > Initial Set-up How CiviCRM logs system and user changes for audit and rollback. User Guide > Membership price sets > Membership Design and deploy flexible price structures for complex membership offerings. User Guide > Membership Reports > Membership Built-in and customizable reporting tools for membership analysis and KPIs. User Guide > Menu, dashboard and dashlets > User Interface Working with navigation, custom dashboards, and dashboard widgets ("dashlets"). User Guide > Message templates > Email How to create, reuse, and manage message templates for communications. User Guide > Payment processors > Contributions Supported payment processor overview and integration setup guides. User Guide > Permissions and access control > Initial Set-up How to set up, use, and troubleshoot user roles and access controls. User Guide > Pledges Reports and Analysis > Pledges Built-in and template reports for analyzing pledges by amount, status, date, or contact. User Guide > Premiums > Contributions Manage and offer premiums (incentives) in return for donations. User Guide > Profiles > Organising your data How to use and configure Profiles to collect, display or update contact and custom fields everywhere in CiviCRM (search forms, public directories, mass-update, sign-up, email lists, etc). User Guide > Relative Date Formats > Searching Supported relative date formats for advanced search and reports. User Guide > Renewals > Membership Managing renewal processes, notices, and automatic extensions for memberships. User Guide > Repeating Events > Events How to create and manage calendars for recurring or serial events. User Guide > Reports > Events Event-specific reporting options, attendance summaries, and data exports. User Guide > Reports and Analysis > Campaign How to access and interpret campaign performance data and custom reports. User Guide > Reports and Analysis > Case Management Generating and understanding case-related reports and analytics. User Guide > Reports and analysis > Civic Engagement CivicEngage-specific reporting features and analysis use-cases. User Guide > Reports and analysis > Contributions Reporting tools and analytics for tracking revenue and donor trends. User Guide > Reports and analysis > Email CiviMail and general email analytics, stats, delivery data, and improvement tips. User Guide > Reports and analysis > Grants Grant-specific reports and analysis. User Guide > Reports and analysis > Petition Reporting tools for analyzing petition status, turnout, and signatory data. User Guide > Reports and Analysis > Survey Reporting, insights and follow-up analysis for survey data. User Guide > Reports and Analysis (SMS) > SMS Analytics and usage reports for SMS campaigns. User Guide > Sales tax and VAT > Contributions Managing VAT and sales taxes within CiviCRM setups. User Guide > Scheduled Jobs > Initial Set-up Automation and background jobs in CiviCRM (emails, reminders, updates). User Guide > Search Displays > Searching Configure and visualize search results, layouts, and output formats. User Guide > Search For > Search Kit Using the SearchKit "search for" function for object/entity-specific queries and segmentations. User Guide > Search Results Actions > User Interface Perform automated or batch actions on groups of search results. User Guide > Search URL Filtering > Searching and reporting How to use URL parameters to filter searches, pass criteria, and customize search links in CiviCRM. User Guide > Soft Credits > Contributions Track secondary recognition (soft credits) for donations. User Guide > Tokens and mail merge > Common Workflows How to use tokens with mail merge for personalized mass communications. User Guide > Users contacts > Initial Set-up Managing CiviCRM users as contacts and their relationships. User Guide > What you need to know > Pledges Key settings and best practices to efficiently use CiviPledge in your CRM and fundraising workflows. User Guide > What You Need To Know > Reporting Core concepts to leverage reporting power efficiently in your CRM.