Questions tagged [civireport]
Questions specifically about CiviCRM's reporting system, CiviReport.
479
questions
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28
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
- 27
0
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0
answers
29
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 ...
- 175
2
votes
1
answer
34
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 ...
- 71
0
votes
1
answer
48
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 ...
- 71
0
votes
0
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14
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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 ...
- 1
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1
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21
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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?
- 73
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0
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14
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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?
- 1
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20
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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} ...
- 21
0
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1
answer
16
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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 ...
- 131
3
votes
1
answer
89
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 ...
- 1,794
1
vote
1
answer
17
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 ...
1
vote
1
answer
33
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. ...
- 11
0
votes
1
answer
33
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 ...
- 317
1
vote
1
answer
57
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 ...
- 38.6k
1
vote
2
answers
22
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 - ...
0
votes
1
answer
51
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 ...
1
vote
3
answers
36
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.
- 733
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votes
1
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13
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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 ...
2
votes
2
answers
40
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, ...
- 21
0
votes
1
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28
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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 ...
- 1
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votes
1
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26
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 ...
0
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1
answer
19
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 ...
0
votes
1
answer
16
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 ...
- 3,352
1
vote
0
answers
12
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 ...
- 11
1
vote
1
answer
49
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 ...
- 57
0
votes
0
answers
15
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 ...
- 209
1
vote
2
answers
35
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 $...
0
votes
1
answer
12
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 ...
- 79
0
votes
0
answers
11
views
Print quick and easy contact summary
Currently I'm printing the summary of the contacts with the function:
Actions > Print Summary
However, this option does not completely work, since long custom fields are never displayed when ...
0
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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
- 1
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1
answer
27
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 ...
- 285
0
votes
1
answer
12
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 ...
0
votes
0
answers
24
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
...
- 163
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 ...
- 1,294
0
votes
1
answer
16
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 ...
- 4,720
2
votes
2
answers
25
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.
- 1,839
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votes
1
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73
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 ...
- 57
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 ...
- 73
1
vote
0
answers
19
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....
1
vote
0
answers
13
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 ...
- 3,352
1
vote
1
answer
26
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?
- 3,352
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
- 11
1
vote
1
answer
24
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 ...
- 521
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votes
2
answers
20
views
How do I get opening rates for my mailings?
I'm trying to figure out how to get opening rates (not the list of the people that opened the mailing) for our newsletter mailings.
Thank you.
0
votes
1
answer
35
views
Creating a report with specific individuals
I have an excel document of donors that are already in the system but I want to make a specific contribution report for them to see who hasn't given in the last 36 months.
I do not want to import this ...
0
votes
0
answers
30
views
Report not being sent
I have a simple report that should be sent once per day, Cron Jobs do work and if I force sending the related report it's sent.
Looking at the log I can see that when I force the cron job then the ...
- 2,543
2
votes
2
answers
53
views
Can I get ALL contact's emails in CiviCRM reports?
By default, CiviCRM Reports include only contact's Primary email.
How can I create a report which includes all contact's emails?
Alternatively, is there a way I can export ALL users with ALL emails? (...
- 1,044
1
vote
1
answer
35
views
In Contact reports, why are the contacts' names not linked to their records?
Using CiviCRM 5.48.2 with WordPress (current version).
The other day I noticed that in my contact reports (e.g. Current Member List), the names are not linked to the person's record. The links are ...
- 481
0
votes
0
answers
41
views
Mail Reports scheduled job - Mailing Error
The Mail reports scheduled job was working fine until recently. We've not run any upgrades or installed any extensions for a few months now. Upon running the job manually, we get these errors:
The ...
- 707
1
vote
3
answers
44
views
How can I include two types of contribution in a single report
I have Contacts with 2 types of Contributions.
A) Contribution with CONTRIBUTION SOURCE = keyword
B) Contribution with CONTRIBUTION NOTE = keyword
How can I include both types of CONTRIBUTIONS in a ...
- 1,044