Enhanced reporting

General Discussion
1

I’m fairly new to Mautic.
I have a very basic report that I need my users to get once per month. The critical data source is from a custom date field. From what I can tell the basic options in Mautic for contact is simply new contacts within a certain date field. I need to generate my report based on all contacts where this custom date field is from a certain month.
Are there plugins or marketplace apps or something I can add to enhance the reporting features?

2

Hey @tracyselena

Reporting in Mautic is historically not that great, many people finding it not the most efficient and reliable tool unfortunately.

What exactly Is the report you want to see ?

UserName | Date Added ??

If you have nay mysql experience, the easiest way is to pull directly from the DB, maybe use php and to present it in html.

3

Hi Mike…thanks for the response.
I have a custom field called Hire Date (date format). I want my user to be able to go to reports, select Jan1 - Jan 31 and see a list of all contacts whose “Hired Date” falls between that specific period.
Pretty simple.
Yes I’m looking at a couple PHP reporting tools to see if that will give me what I want.
Tracy

4

Hey Tracy,

I went ahead and tried to create a similar report and it is pretty frustrating. My steps were as follows:

  1. Create New Report
  2. Choose data source as contacts
  3. Add fields I want to see, in my case join_date, name, sname, email.
  4. Add filter join_date greater than or equal to + made dynamic
  5. Add filter join_date less than or equal to + made dynamic

Result - did not work as I would have liked.

If you are proficient enough in terminal /mysql as mentioned you can even write a little script to do all this for you and you can use this GitHub - TornMarketing/Mautic-Custom-Navlinks to show it to users inside Mautic (using iFrame :-))

inside mysql you can get what you want with: select hire_date, firstname, last name, email from leads where hire_date like ‘2021-02’;