Questions tagged [civireport]
Questions specifically about CiviCRM's reporting system, CiviReport.
345
questions
3
votes
1answer
18 views
How to creat a report of reacurring donors
How do I get a report of all the donors who are set up for automatically give the same amount each month
1
vote
1answer
16 views
How do you set a fiscal year?
Also - does changing a fiscal year change anything else outside of reporting and searching?
0
votes
0answers
14 views
Membership Report (Detail) filter not applied when first run
The Membership Report (Detail) report returns all members, including delete ones. It seems the filter isn't applied until you click View Results. Is this intentional, or a bug? I see it with 5.15.2 ...
3
votes
3answers
27 views
Report based on country
Could anyone tell me how to set up a report based on the country of the member (Northern Ireland, Republic of Ireland, England, Wales, Scotland).
Thanks in advance
Debs
1
vote
1answer
22 views
SYBUNT (some year but not this year) showing 2011 as this year
When doing this option in civireport or LYBUNT (last year but not this year) Its showing this year as 2011.
everything else is showing the correct years...
why is this not?
0
votes
0answers
30 views
Emailed copy of report includes the SQL Query
Running civiCRM 5.14.1 ... and Joomla 3.9.8
When I receive my scheduled emailed Contribution report, the email contains the SQL used to generate the report... How do I avoid this?
The report is the ...
1
vote
1answer
23 views
How to identify and report on donor anniversaries?
We'd like to acknowledge donors who have given continuously for (say) 5 years. Let's say 'continuous' means at least one donation in a year. How could these contacts be identified and reported? I've ...
1
vote
1answer
20 views
How can I generate a CiviMail delivery & Click-thru report
I need to email a report to a person of a particular mass email that was sent from CiviMail. The person doesn’t have access to CiviCRM. How can I generate a CiviMail detailed delivery & Click-thru ...
1
vote
1answer
32 views
PHP warning “Warning: Declaration of CRM_Mailchimp_Permission” logged when open a CiviReport
Drupal 7.67
Civi 5.13.4
I get a PHP warning in my Drupal logs every time I open a report in Civi. The complete warning is
Warning: Declaration of CRM_Mailchimp_Permission::check($permissions) should ...
0
votes
1answer
25 views
Is there a way to expose a CiviReport on a Wordpress page?
Reports are not one of the component options available when using a shortcode in wordpress. What is the recommended way to expose a civireport on a wordpress page?
0
votes
0answers
16 views
403 error when accessing or exporting CiviMail open reports
Running CiviCRM 5.13.5 on Drupal 7.67. I have all admin permissions, and all permissions relating to CiviReport.
Trying to run reports on CiviMail to export as CSV everyone who opened a particular ...
0
votes
1answer
12 views
Contribution Report - Grouped by Custom Field
I am looking to be able to build a report that essentially has aggregate donations grouped by a custom field. For example - every donor is asked: How did you hear about us (Referral Source), which is ...
0
votes
1answer
38 views
Creating specific Report
How would we go about achieving the following report results? (I have looked at the report page but haven’t worked with this yet)
I have pasted a snippet below.
3
votes
1answer
16 views
civiReport with financial type and line item financial types
Is there a report that displays both the overarching financial type and the individual line item financial types for contributions?
civiCRM Contribution and paid event pages require a financial type ...
1
vote
2answers
51 views
Civicase report shows empty list
I have set up report to list the number of active cases, however the report doesn't show anything when I refresh results, even though there is a number of opened cases which show in the Case dashboard....
3
votes
2answers
125 views
Is there a way NOT to email if a report with no result
I need to email a report weekly to a department within organisation. Report usually sent via scheduled job in Pdf format.
If there's no result an email still gets sent. Is there way NOT to email an ...
2
votes
1answer
21 views
How to remove “Report URL” from emailed PDF reports header?
I would like to remove the link from a report email header. Is it easy to achieve? thanks
0
votes
0answers
11 views
Combine reports of 2 kinds. Possible?
I would like to get a report of "activities" and include some information specifically related to contribution. This is what I am expecting to see in results the report:
Source name - (backend user)
...
3
votes
1answer
28 views
Rounding differences between Contribution and Bookkeeping reports
I am using Drupal 7.66 and CiviCRM 5.10.4. There is a small difference between the total of a Contribution report and a Bookkeeping report using the same filters and therefore intended to produce an ...
1
vote
3answers
41 views
How can I generate a report for the financial transaction entered by USERS of certain “drupal Role”?
Finance department wants a weekly report of contributions taken by our shop. I have set up a drupal user role called "Shop" and permissions accordingly, and added staff to that role. But cant figure ...
1
vote
1answer
12 views
Is it possible to write a report to send a weekly digest of people who have filled in a webform survey
I would like to send a report once a week to a client with everyone who has filled in a survey in the last week and has a particular tag.
IN civireport I can see I can filter by activity subject but ...
0
votes
1answer
83 views
CiviVolunteer error after upgrade to Civi 5.11.0 on joomla
Running civicrm 5.11.0 with CiviVolunteer on joomla 3.9.5 PHP 7.1 (as well a second site with the same problem on PHP 7.0)
I am running API v4 version 4.3.0
CiviVolunteer 4.7.31-2.3.1
Since upgrading ...
1
vote
1answer
16 views
Is there a report to export the transfers from CiviCRM to my bank account?
I can see all of the payments that people make, but I would also like a CSV export that includes the transfers from civiCRM to my bank account. Is there a report for that?
3
votes
1answer
25 views
facilitators viewing registration responses
We have co-facilitators for our instructional events who are not staff. We want them to be able to view the complete registration profile responses (i.e. 'registration info') prior to their event in ...
1
vote
2answers
56 views
How to send email report FROM other than default email address?
I have a report that is sending successfully every week. Only issue is I was not able to set FROM email address for the report. It’s always sent from default email address, but I need to send from ...
2
votes
0answers
86 views
Warning: htmlspecialchars() expects parameter 1 to be string, array given in …/civicrm/packages/HTML/Common.php on line 144
Has anyone else seen the above error under Joomla and CiviCRM 5.11.0 when running the Event Report: Attendee List? I've done a bit of troubleshooting and it appears it seems when a custom form value ...
1
vote
1answer
23 views
Case Details Report- Active Case Role filter
Trying to run a case details report for all cases of type "x" opened between a given date range.
Noticed that not as many cases as expected show.
On further investigation found that there is a ...
1
vote
0answers
9 views
summary shows only new memberships
I have summary report and a membership of active members report. When I look at the active members, for 2019 I get about 7 people. When I look at the summary of memberships (grouped per month) I get ...
2
votes
1answer
26 views
“Post Code Suffix” in Reports is the same as “Postal Code”
I'm running CiviCRM 5.10.4 on top of Drupal 7.63 on Debian, with localisation.
My contacts have UK-style postcodes with the first half (e.g. "M19") stored in "Postal Code" and the second (e.g. "3JD") ...
2
votes
1answer
24 views
How to delete a membership report
I have copied an existing report template for my own use with the intention to use it for my search options.
I don't understand how I can name it as I wish. How to rename a report when copying?
How ...
2
votes
1answer
25 views
Click to go to contact record from report [duplicate]
When i am viewing contacts in a civireport if i click on the persons contact name i am taken to the "view contact detail report" which is basically the Constituent Report (Detail). Is there a way to ...
1
vote
1answer
40 views
Can't get a list of people whose birthday in current month
We want to see a list of people who have birthday next month. Advanced search doesn't suit us because it is trying to do search only for a current year. We use SYSTOPIA Birthdays for generating ...
2
votes
1answer
58 views
CiviCRM report for Case activities listing Case data
I would like to generate an Activities report (eg upcoming scheduled activities) which includes case data (eg case ID, case Subject, case Role contacts, case custom fields) of the case to which each ...
2
votes
1answer
38 views
Reports show 4 warnings after upgrading from 5.4 to 5.10
I run Civi on Drupal. After upgrading from 5.4.0 to 5.10.0, any report I open shows 4 warnings at the top:
Warning: Illegal string offset 'attr' in HTML_QuickForm_advmultiselect->toHtml() (line 807 ...
2
votes
1answer
29 views
Transaction Date in Extended Report
Using the "Bookkeeping with extra fields" template, I noticed I was occasionally missing some transactions whenever I filtered on Transaction Date. I believe the issue is caused by the filter using ...
2
votes
1answer
20 views
Inconsistencies in the Contribution Detail report
I'm trying to chase down an inconsistency someone reported in the Contribution Detail report. It doesn't happen with all contacts (in fact I've only seen it in the one they reported, so far).
There ...
2
votes
2answers
32 views
Custom report: how can I add a filter for a dbAlias field?
In a custom report -> I've created a field
'civicrm_contribution' => array(
'dao' => 'CRM_Contribute_DAO_Contribution',
'fields' => array(
...
'amounts_ytd' => array(
...
1
vote
0answers
57 views
“Contribution Detail Report” issues in CiviCRM 5.8.1
The "Contribution Detail Report" template is not fetching the soft credits related data correctly in CiviCRM version 5.8.1. It is showing "Contribution" for all rows, even for Soft credits and the "...
1
vote
3answers
32 views
Sort report by event role and/or status
In the sorting tab for event participation reports, I can't sort by role or status. Even those these are built-in fields that it seems obvious people would want sort by, are not in the list of columns-...
2
votes
1answer
15 views
How do I run a report for an event
How do I run a report on an event that includes things such as participant name, email and organisation they are from?
2
votes
0answers
34 views
Some reports not showing in dashboard
As of version 5.6.0, some of our reports are no longer showing up in people's dashboards as a dashlet option. The reports have "Available for Dashboard" set and permissions seem right, I even set ...
3
votes
2answers
48 views
Extracting a report/pulling a search result to CSV but setting an exported flag to indicate this
I am looking for a way to mark data as exported in some way.
The scenario is that we are receiving and capturing data for enquirers (people making enquiries) on behalf of a third party.
The 3rd ...
2
votes
0answers
44 views
Activity report showing activities twice
All of my activity reports have recently changed to return two entries for the same activity. I have looked under sorting and columns and filters, but cannot seem to disable the double entries. Please ...
5
votes
1answer
46 views
Why do click and open reports show times in UTC rather than the site's timezone?
The mailing and click tracking reports are showing times in UTC. There is no PHP MySQL timezone mismatch - and mysql -e 'select now()' and date return the right times - as per timezone.
2
votes
0answers
43 views
Cannot Export a Report to a CSV file
Since upgrading from CiviCRM 4.4.3 to CiviCRM 5.8.0 last week, I am unable to export my employee training reports to a CSV. The page simply refreshes and doesn't do anything. I have tried making a new ...
2
votes
2answers
47 views
Report with Payment Processor [duplicate]
I'm trying to get a report with the name of the Payment Processor that was used for each online Payment. I'm not able to get this to work. Been though the API trying to track the data but not that ...
1
vote
1answer
23 views
Adding new grouping to a report
I'd like to add a new grouping option to an existing report.
Is it possible to group by the payment instrument in the Contribution Summary Report? The option Payment Instrument is not showing up on ...
2
votes
1answer
10 views
CiviReport - Error when registering new Report
I've generated a new report in my extension, but when I try to register it with CiviReport, I'm getting the following DB error:
Database Error Code: Field of view 'sporti62_wp4....
1
vote
2answers
16 views
Donors who gave the same amount in X and Y year
Is there a report in the Current version of CiviCRM that can tell us this? https://civicrm.org/extensions/advanced-fundraising-reports seems to have reports that will show if the giving is increased ...
2
votes
0answers
19 views
Can activity tags be included in activity reports or exports?
tags have been added to a variety of activities by a user over the last few months.
Now they want to include the tag details in a report.
As far as I can see activity reports can filter by tag, but ...
