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Questions tagged [civireport]

Questions specifically about CiviCRM's reporting system, CiviReport.

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Report on opened emails

I'm trying but failing miserably to create a searchkit report that shows contacts in a particular mailing group who haven't opened a mailing in a specific number of months. Any help on how to build ...
Mike Wilson's user avatar
0 votes
0 answers
25 views

How to add new tokens in civicrm?

I want to add more tokens for generating the donation receipts.so how can I add more tokens in civicrm?
Akhil Raj's user avatar
0 votes
0 answers
13 views

A bug with Contribution Note in CiviCRM reports? Can I fix it?

When I try to create a Report with all contributions and include Contribution Note column (see picture), then the Report returns only those Contributions that contain Contribution Note. Or, conversely,...
Aivars's user avatar
  • 1,034
0 votes
1 answer
25 views

Why is my report including the column names before every row?

I am using CiviCRM 5.71.1 with Wordpress. I created a report using the Constituent Report (Detail) template. The issue is that the report repeats the column names before every row of data. Why is it ...
The Amateur's user avatar
1 vote
1 answer
13 views

Adding Contacts to Group from an Activity Report doesn't work on Joomla! 4?

I see the possibility of adding contacts to a group from an activity report. After posting the list, I select the group from the drop-down menu on the right, I have to confirm by clicking Next and ...
Alain Rihs's user avatar
0 votes
0 answers
14 views

Search tabs do not come up during an advanced search

Could you help me with this problem please : Search tabs do not come up during an advanced search.
Admin Valery's user avatar
3 votes
2 answers
31 views

Print custom field group from multiple records

Currently we have a group of custom fields "Date" and "Medical Note" that are displayed in the table tab and that allow multiple records. We need all these fields to be printable ...
Suri Gang's Hallen's user avatar
0 votes
1 answer
19 views

Civimail stats being thrown off

Is anyone else seeing mailing stats being completely thrown out by what I assume is a security product? We are routinely seeing some. .ac.uk and .ie addresses which record a click and a separate open ...
Robin Fenwick's user avatar
0 votes
1 answer
29 views

Summary report conversion

Can you convert a detailed report to a summary report, and visa versa? I have looked everywhere and can not find out how to do it. Many thanks Mike
Mike Wilson's user avatar
0 votes
1 answer
72 views

How to generate a report of changes to a contact's custom fields (showing the before/after text labels) from Civi's detailed log?

The Ask My client has to manually reconcile people records with an external system. This requirement calls for a report to be run on a periodic basis, say weekly, that shows changes to certain custom ...
Justin657's user avatar
  • 365
2 votes
1 answer
45 views

Historical Membership Count reports based on Calendar Year

We are using CiviCrm 5.65.1. We would like to extract historical membership counts for certain time periods in the past say CAlendat Year 2014, 2015 etc. The typical membership status that we have ...
markd's user avatar
  • 71
0 votes
1 answer
63 views

Display Total Membership in Wordpress home page

We are running Wordpress 6.3.1 and Civicrm 5.65.1 We would like to dynamically display the Total Member count on our Wordpress home page. We have different member categories and would like to display ...
markd's user avatar
  • 71
0 votes
0 answers
16 views

retrieve and export histrocial transaction data

In order to better analyse our last mailing, i would love to view and export historical transaction data for a specific amount of Id's? Ie. show me all transaction and transaction dates connected to a ...
Eddie's user avatar
  • 1
0 votes
1 answer
30 views

How do auto email out reports every end of the month

I am trying to be able to send out a report automatically via email every month. Is there any possibility that I could do this?
Cas's user avatar
  • 83
0 votes
0 answers
16 views

How can I track the activities of one of the internal Civi users in the team?

I want to track the activities that I have done on Civi by date. HOw do I do this?
BRC's user avatar
  • 1
0 votes
0 answers
21 views

Problème avec les modèles de reçu fiscal suite migtation Civi

Bonjour Dans notre precedant modèle de reçu fiscal, les champs de fusion {contribution.total_amount}, {contribution.payment_instrument}, {contribution.payment_number}, {contribution.receive_date} ...
user7748's user avatar
0 votes
1 answer
30 views

Custom fields not appearing in advanced search

I have a custom field set called "My Custom Info." In this set I had fields named "Group" and "Mentor" along with 4 other fields but, for a good reason, I deleted Group ...
Tom's user avatar
  • 131
4 votes
1 answer
128 views

Is there an "Deliver report by email" equivalent for SearchKit?

CiviCRM provides an api by which we can create Scheduled Jobs to send CiviReport output via email on scheduled basis. Is there any out-of-the-box functionality (probably via an extension, I would ...
TwoMice's user avatar
  • 1,824
2 votes
1 answer
23 views

504 error when trying to view results of contact report

first time asker here. Our resident Civi expert is out on sabbatical, so I'm coming to you with no developer knowledge to ask this support question. My coworker is trying to create a contact report of ...
John-Michael Torres's user avatar
1 vote
1 answer
44 views

Unable to save changes to report

I copied a report and updated the filters for what I am looking for in addition to changing the title. When I select "Save" or "Save a Copy" from the dropdown menu, neither works. ...
Mary's user avatar
  • 11
0 votes
1 answer
35 views

How do I create a supervisor/subordinate relationship between Contacts?

I want to produce a report that lists all supervisors and their subordinates. (Assume that all Contacts have supervisors but not all Contacts have subordinates.) I plan to export the report to Excel ...
ArloGueswith's user avatar
1 vote
1 answer
86 views

How can I display a count of new donors by month?

This seems a reasonable enough request but I can't put it together. Here's what I've tried: Contribution Summary Report - Does not contain the "Contribution Ordinality" filter (though ...
Jon G - Megaphone Tech's user avatar
1 vote
2 answers
30 views

Gift Aid - help needed

I am very behind with GA claims, partly because I find it so difficult to remember how to generate the report I need out of Civi. I don't get on with extensions - I don't have the technical ability - ...
Sally-Ann Delf's user avatar
0 votes
1 answer
63 views

CIVI CRM APIv4 Image retrieval

I am creating a Python script that retrieves images from CiviCRM. I don't just want the image name (which I retrieve with the uri field already) but the entire image url. How is that possible? I have ...
Evan Taylor's user avatar
1 vote
3 answers
47 views

How can a Report to Display State Abbreviations?

The report "Membership Details" at civicrm/report/instance/23 shows "State/Province" in the results, but we want to see the State abbreviation instead.
Hershel's user avatar
  • 735
0 votes
1 answer
18 views

Event Report with amount paid and balance owing by participant

CiviCRM 5.55.0 Wordpress Trying to pull a report (export output preferred) to provide a list of registered participants that includes the total amount owing, total paid, and fee level. I have ...
Shelly Vaughan-Hazlett's user avatar
2 votes
2 answers
49 views

How to get a report with donor retention rate

I am trying to figure out my organization's Donor Retention rate from last fiscal year or with the time parameters I choose. For example, year-to-date retention rate, year before last fiscal year, ...
Shea's user avatar
  • 21
0 votes
1 answer
29 views

What specialist I need to have in the office to handle CiviCRM daily?

I need to define a job description for a role, that will work with CiviCRM database daily: update member accounts, generate reports, track memberships, send mailings. Does CiviCRM require any specific ...
Larry's user avatar
  • 1
0 votes
1 answer
39 views

How do I generate a csv report or csv export of CiviEvent participants that includes membership status information?

My organization is running CiviCRM 5.51.4. We have a conference and run registration through CiviEvent. We have separate events for regular paid participants, vendors, students, and complimentary ...
Valerie Anderson's user avatar
0 votes
1 answer
25 views

Gift Aid reports

Is anyone aware of any guidance for running a report within Civi for a UK HMRC Gift Aid claim please? I am not a techy person, but a user of Civi for financial reporting for our organisation. Many ...
Sally-Ann Delf's user avatar
0 votes
1 answer
17 views

How Do You Generate a Report for Number of Mail Clickthroughs and What The Most Popular Links Were For a Campaign

Here is the scenario: We send daily news updates, they are all assigned the same campaign. I want to be able to see what was the most clicked URL for a given campaign. Currently I have to export the ...
themak's user avatar
  • 3,441
1 vote
0 answers
14 views

Grid lines on printed reports

Until recently when using the Print Report action from a report template, the generated report would include dark gridlines separating the rows and columns, but now the gridlines no longer appear. Is ...
John Moore's user avatar
1 vote
1 answer
60 views

CiviCRM - Mailpoet plugin conflict with Html2Text

We upgraded CiviCRM to the most recent version back in November and had the problem in the related ticket with ANY report failing when ANY filter was enabled. The error was: Error thrown Call to ...
astroned's user avatar
0 votes
0 answers
18 views

Report Total Amount Incorrect

I setup a report to list contributions from a specific page. I had to edit the contributions to change the financial type, so now each contribution has 3 line items. The "Total Amount" on ...
erin's user avatar
  • 271
1 vote
2 answers
46 views

How to add Contact and Case custom fields to an Activity report?

Awhile back, I have made a copy of the the CRM/Report/Form/Activity.php, placed it under custom_php and added additional custom Contact and Case fields to the report by updating protected $...
Charlotta Beavers's user avatar
0 votes
1 answer
15 views

Reporting on online vs offline contributions possible?

As the subject suggests, I'm looking for way to break out online submitted vs backend entered contributions in order to show management a movement towards online submissions. Is there a ...
shibetpc's user avatar
0 votes
0 answers
12 views

Hello, when I export contributions , tax amount is always 0

people register for memberships, amount includes tax. when I export to csv file, tax always show 0
Alia's user avatar
  • 1
0 votes
1 answer
28 views

How to generate and send contribution history to each Donor

Civicrm 5.57 Wordpress 6.1.1 Hello, Here is the scenario: We have 100 donors whose employers agreed to match their donation total for the last year. We need to generate the donation history for each ...
fdarn's user avatar
  • 127
0 votes
1 answer
13 views

Pulling in memberships to event participant reports

I have a requirement for a client to be able to include a participant's membership level and status into an event participant report. I've checked through the options in the report templates but none ...
christodhunter's user avatar
0 votes
0 answers
35 views

Pivot Report extension

Pivot Report seems like an awesome extension which I'm definitely going to explore further but I was wondering why it covers the following CiviCRM entities but not Contacts: Activity Case ...
gillenpj's user avatar
  • 171
0 votes
1 answer
21 views

Frequency distribution for radio custom fields / survey / statistics / report

we have set up a tiny survey with a bunch of custom fields with data type int and a radio controlled option set Value | Label ------------- -1 | No 0 | Unknown 1 | Yes attached to ...
nielo's user avatar
  • 1,304
0 votes
1 answer
19 views

Reports - field names in Filter tab all blanks!

In Reports, the field names on the left side in the 'Filters' tab are all blank. I don't know when this happened but it affects all reports. 'Columns' tab is OK. Another system I have at the same ...
Andy Clark's user avatar
  • 4,845
2 votes
2 answers
30 views

Tokens in a Reports Title and Format section?

Is it possible to use tokens in Report Title/Header/Footer? Gave it a quick try with {contact.first_name} and failed.
yurg's user avatar
  • 2,053
0 votes
1 answer
78 views

Reports failing after upgrade whenany filter enabled

After upgrading to 5.54.1, most reports are failing to run for us, generating the error below: Error thrown Call to undefined method Html2Text\Html2Text::getText() Some reports were seemingly ok but ...
astroned's user avatar
0 votes
0 answers
20 views

5.51.3 to 5.54.0 - "DB_Error: DB Error: no such field in unknown on line unknown" for non-admins when running reports

We recently upgraded our CiviCRM instance from 5.51.3 to 5.54.0 to resolve some of the bugs that 5.54.0 resolves. Since then, non administrator users are not able to run any reports, and they get a ...
ben_fairless's user avatar
1 vote
0 answers
22 views

Volunteer Report DB Error: unknown error

When trying to have a volunteer report there is this error in WP+CiviCRM The error logs are: From logviewer [debug] $backTrace = #0 /home/xxxx/xxxx/wp-content/plugins/civicrm/civicrm/CRM/Core/Error....
Alberto Olivucci's user avatar
1 vote
0 answers
15 views

Is there a Mailing Report that Groups Link Click Counts

I want to be able to create a report that shows the most clicked links for emails of a certain campaign over a period of time. As simple as URL, Unique Clicks, Clicks I know I can do that on a per ...
themak's user avatar
  • 3,441
1 vote
1 answer
30 views

Can you disable or hide reports?

We have a ton of reports, we would like to keep them but disable or hide them like we do with groups. Is that a functionality that I am just not seeing? Can you nest reports?
themak's user avatar
  • 3,441
1 vote
0 answers
11 views

Contact Report - Constituency Summary

I unintentionally deleted the Constituency Summary. I created a new one but the contacts are all grey out and I can't select them. HELP PLEASE
Howard Shore's user avatar
1 vote
1 answer
39 views

Sorting of Reports by Modified Date

I am working with the Constituent Summary report and then saving a copy with the fields that I want displayed. One of the fields is Modified Date, but when I go to SORTING, Modified Date is not one of ...
jsherk's user avatar
  • 583

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