Questions tagged [civireport]

Questions specifically about CiviCRM's reporting system, CiviReport.

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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
10 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 ...
0 votes
0 answers
9 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 votes
0 answers
10 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
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0 votes
1 answer
24 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
11 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
15 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 ...
  • 127
0 votes
1 answer
14 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 ...
  • 1,292
0 votes
1 answer
15 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 ...
  • 4,463
2 votes
2 answers
24 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.
  • 1,521
0 votes
1 answer
48 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 ...
0 votes
0 answers
19 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 ...
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
9 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 ...
  • 3,141
1 vote
1 answer
24 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?
  • 3,141
1 vote
0 answers
10 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
1 vote
1 answer
18 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 ...
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0 votes
2 answers
19 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
23 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
29 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 votes
2 answers
42 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? (...
  • 1,012
1 vote
1 answer
32 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 ...
0 votes
0 answers
25 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 ...
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1 vote
3 answers
34 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 ...
  • 1,012
1 vote
1 answer
35 views

How do I create a report that displays Contacts created in the last (say) 30 days?

This question was asked in October 2020. The answer was to use Drupal or Data Processor. We're using WordPress and we don't have the expertise to use Data Porcessor. Have there been any work-arounds ...
0 votes
1 answer
27 views

Events Summary Report

I am trying to run a report of all Events with a start date in the current week, which would show title, start date, and ideally number of participants registered. The nearest I can get is the Income ...
0 votes
0 answers
10 views

Event Report with Separate Columns for Each Fee Level

I have an event with a complex price set which allows users to register for various seminars. Because users make multiple selections, their registration includes a separate fee type for each seminar. ...
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0 votes
0 answers
9 views

Can I add (contribution) last activity date to a membership report

I run an activity report in order to find new memberships/renewals lodged in the last week. It would help to include last activity date in a membership report to remove one step in the process
0 votes
0 answers
24 views

Volunteer Reports Totals Wrong

For each volunteer report run, the Total Time sums in table at the bottom are wrong. Row(s) Listed x Total Time Scheduled in Minutes xxx Total Time Completed in Minutes xxx No matter how sorted or ...
0 votes
0 answers
15 views

Is there a report like mail summary that shows total clicks?

Mail Summary report shows all the fields I want except for total clicks, is there an extension or another report that can give me that information without having to grab it from the Delivery Summary. ...
  • 3,141
0 votes
0 answers
8 views

How can I add the petition type code into the campaign reports? The report checks for (28, 29, 30, 31) but does not include 32 (petition)

I have created a petition and gathered detailed info but there are no reports to support the results. Can I add type 32 to the campaign types without creating a whole custom report ?
1 vote
1 answer
15 views

How can I get a report to show when contacts were added to a Group?

I have a profile that assigns contacts to a Group so I can later identify those contacts for reporting purposes. However, I'd really like to get a report includes the date that they were added to the ...
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0 votes
1 answer
27 views

Why is the Sorting tab missing from CiviReport?

What configuration is required in order to display the "Sorting" tab in CiviReports? Is there a plugin for a Wordpress-based install to allow for column-based sorting?
  • 387
0 votes
1 answer
41 views

Mailing reports with AWS

If you use AWS and try mailing a report to multiple emails it fails with: Mailing Error Failed to send data [SMTP: Invalid response code received from SMTP server while sending email. This is often ...
  • 2,999
2 votes
1 answer
14 views

How to include Partner Information in CiviReports

We have created a new (Pickleball) Tournament Event in Civi with On-Line Registration. As part of the registration, Partner Information (partner's name) can be entered for Men's Doubles Partner, ...
2 votes
1 answer
52 views

How to get "Last contribution amount" and "Last contribution date" into report?

I'm needing a way to add 2 columns to contribution summary report, 1 for displaying "last contribution date" and 1 for "last contribution amount" in a CiviReport. Is there an easy ...
  • 387
1 vote
2 answers
58 views

Scheduled Job -- Mail report - cannot find InstanceID

Set up schedule job for mail reports. the following error is in the log: Finished execution of Mail Reports with result: Failure, Error message: Report Mail Triggered... Required parameter missing: ...
  • 1,149
1 vote
3 answers
81 views

How can I report on how many new contacts have been entered into Civi within a specific period?

I tried: menu Search -> Find Contacts / is - any contact type / - -> replace by the contact type you want to count (member is our subtype, but we do not have the membership module enabled, it's ...
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0 votes
0 answers
19 views

Contribution report not accurate for 2 or more patrons with same last name

Our contact name listing is first name last name, so to get an alphabetical report we created a custom field “Patron Last Name”. We have patrons with the same last name (e.g., Jim Smith, Jane Smith). ...
1 vote
1 answer
56 views

Can you Make a Report, that provides the Number of Employees (relationships) for every Employer?

The report would simply be a listing of employers and the number of employees or current relationships that employer has. Employer # of Employees Apple 2456 Google 3845 CiviCRM 4 Taco Bell 5500 ...
  • 3,141
0 votes
1 answer
11 views

Receiving errors when running reports. "Sorry but we are not able to provide this at the moment."

Drupal 7.41 CiviCRM 4.6.6 We are using an older version of CiviCRM and are randomly starting to get "Sorry but we are not able to provide this at the moment." when running certain reports. I ...
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0 votes
1 answer
36 views

Generating letters in Docx generates empty letters

Generating letters in Docx generates empty letters and with office 365 images are oversized even if image size is locked
1 vote
0 answers
30 views

Possible to build contribution report that groups contributions by employer and includes number of employees?

I would love to be able to make a report in Civi using stock reports, extended reports or reports pro that produces or can be modified to generage the following output: Employer # of Employees # of ...
  • 3,141
1 vote
3 answers
64 views

Does CiviReport have a concept of "Group By"?

My org wants to know which countries were represented at an event. A simple way to do this is to "group by" country. Does CiviReport have a concept of grouping by a column?
  • 387
0 votes
0 answers
30 views

Date Range Filters in Membership Reports

Under Membership Reports, if you go to the filters tab and try to select a date from the Date Range feature, the calendar is greyed out and there is no year field next to the month. I am attaching a ...
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4 votes
1 answer
74 views

SearchKit vs CiviReport vs Jasper: Best reporting tool to integrate into Civi?

it's been a while since I've reviewed all the BI reporting options available to us, and I'd love to get feedback on what people are using these days. For years now, I've combined any Civi install with ...
  • 753
0 votes
0 answers
11 views

Is there a way to tag contacts when report is sent?

When a report is sent, can I automatically add a tag to the contacts that are in the report? This report concerns a group of contacts that are in a smart group and after the e-mail is sent, I'll love ...
0 votes
1 answer
21 views

Exporting CiviCampaign Walk Lists without Reserving Respondents

I'm using CiviCRM for political campaigns and the process of reserving respondents is a major pain point for my clients. Most of the time you never know who or how many people will show up to knock ...
1 vote
0 answers
8 views

how to send a civireport based on condition?

I'm using CiviReport to get a list of specific contacts from a smart group. Is there a way to trigger this Report only when the smart group is not empty?
2 votes
0 answers
19 views

Portrait vs. landscape format of Civireport

I'm a bit baffled by this - all of our civireports are coming out in Landscape format when printed to PDF, even though the Print Page (PDF) Formats setting is Portrait. I tried this with wkhtmltopdf ...

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