Questions tagged [civireport]

Questions specifically about CiviCRM's reporting system, CiviReport.

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6 views

Member reports javascript broken after update

Somewhere between 5.15 and 5.36, javascript starts breaking on all member reports. In the html body, javascript is searching for $originalElement = $dateElement.siblings('#membership_join_date_from')....
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2answers
35 views

Using 'Date Deceased' in CiviReport

I'm attempting to create a basic Contact Summary CiviReport: A list of deceased contacts sorted by Date Deceased. The field 'Date Deceased' from the Contact Summary doesn't appear to be an available ...
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24 views

After update CiviCRM Birthday reports stopped working

Before reports came every day with a list of people who have a birthday today, we updated CiviCRM to version 5.35.1 and reports stopped coming, even in CiviCRM it does not give a list with birthdays, ...
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1answer
30 views

Case reports only work properly for originating user - bug or as designed (or both)?

A user has reported that doing an 'Export to CSV' from a case report works OK when she does it, but doesn't work for a user 'B' - even though user 'B' has the correct access (we're using ACLs). ...
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1answer
10 views

Can I move a report from Contact Reports to My Reports?

I have 5 reports in Contact Reports which I meant to have in My Reports. Is there a way to move these to My Reports?
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1answer
32 views

How to make a daily bithday report at morning?

Every day a person receives a list of who has a birthday on that day. But this happend at evening, when it useless, How to make it at morning?
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15 views

Database error “Unknown field” when trying to add contacts to a group from a report

Created a report with some custom fields in it. The report show up correctly with the custom field used When I click on "Add Contacts to Group" and choose a group I see a blank page stating ...
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0answers
16 views

Membership data

Recently tried to pull a membership report & the reports keep turning up zero info. Looking at the contacts, and specifically looking up members, it appears that their member box is suddenly ...
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1answer
12 views

Where is the privacy filters located in report templates?

By default all privacy filters i.e. do not email, do not mail, etc is loaded in the report, except for do not trade. Where in the report (contribution details )template this filters are located? How ...
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1answer
12 views

How do I add a column to a Contribution Summary report which will show the date and amount of the most recent payment/donation?

When running a payment report using the Contribution summary, along with the columns showing number of payments, payment aggregate and payment average, I would like to be able to see the date and ...
2
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1answer
16 views

My mail_report: Finished execution of Mail Reports with result: Failure, Error message: is not of type String

I'm running civiCRM 5.30.0 on Drupal 7. I've designed a report to be sent weekly. To test it, I manually ran mail_report and got the detail below. Where is type STRING required? Parameters raw (from ...
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1answer
23 views

Display nth payment of a recurring series?

Is there any way to display "nth Payment" of a recurring series? I am looking for a way to display with a contribution and/or line item result that this is the 3rd, 4th, 5th payment in the ...
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1answer
9 views

How can I adjust the date widget on Reports

The birth date widget on Reports such as the Constituent Detail seems hard coded to allow only dates within the last 20 years. How do I adjust this?
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6 views

How to get a combined report of household and individuals?

CiviCRM 5.32.2 Drupal 7 What I need is a combined report that shows aggregated amount for every contact of the database. Criteria: Show individual contributor. But If some contacts are part of ...
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1answer
17 views

How can I run a report with Pending (Incomplete Transaction)?

Essentially I want the contribution detail report but to filter Contribution Status: Pending, Is Pay Later: No (I know I can do this with search) I can do this with some extensions, but they do not ...
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0answers
28 views

Help to analyse Civi Data. Counting activities and contacts when the field has more than one option

I have a query about analysing data from activities and contacts in Civi. I've tried to be very clear about what is being done and what has been tried, it's not a simple question so thankyou to anyone ...
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1answer
11 views

report to show all my outstanding activity

I want to be able to pull a report that shows all the activity that i have recorded, for scheduled, completed and ongoing. How do i do this please?
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0answers
20 views

How do I troubleshoot a CiviMail / Mail report?

I have a mail report that we use on our dashboard that is just taking forever to load. Using developer tools, I can't seem to figure it out. [DOM] Found 2 elements with non-unique id #...
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1answer
23 views

Membership Expiration Date Report Filter is Ignored

In CiviCRM membership reports, the Membership Expiration Date filter is ignored, and all records are returned no matter what parameters you try. We started experiencing this around CiviCRM 5.11. We ...
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1answer
5 views

How can I add a “Recurring” filter to core “Repeat contribution” report?

I need a particular type of report which I could not find in core or extended reports. So I thought of modifying the core report PHP and place it in custom PHP directory. I have manage to add "...
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0answers
5 views

How can I generate a report that shows list of recurring payment of different types?

I need to generate a report that shows a list of donors who gave above £10 as recurring basis in September 2020. They may have been giving previously or just started in September. The payment comes ...
2
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1answer
30 views

How to create a recent new contacts report?

I'm trying to create a report of recent new contacts, ideally to make it available to our team as a dashboard widget. I've managed to get a report with the results I want using the Contact Logging ...
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1answer
22 views

How to change or overwrite block reportlets created by ExtendedReports (reportlets)

I can't work out how to change the block/extended report once created, that I then use in the Contact Layout Editor, as overwriting it with the same name just made another block appear with the same ...
2
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2answers
47 views

How to make a report with each Financial Type as a column?

I need a report of contributions which has a row for each contribution, and then analysis by showing a column for each financial type, and the total amount of the contribution in the right financial ...
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0answers
18 views

Problem with civiReport/Activity Summary

When I run an Activity Summary Report I get a 'Count' for each 'Activity Type' by Status. My issue is that when I click on that count I get a syntax error report. Should I not be able to see the ...
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1answer
18 views

Report of activities with sums on custom fields

I am quite new to CiviCRM but I have programming skills with Drupal so I am looking for a best practice for our needs - and if programming is needed I would appreciate any links / information / hint ...
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0answers
11 views

Can't see Soft Credit fields on a Contribution Detail Report?

When I add Soft Credit columns to a Contribution Detail Report, the data doesn't show - they're just empty cells:
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0answers
10 views

How to make a report that show all the enterprise that have at least 2 employees?

Hi how did you do a report that show all the enterprise that have at least 2 employees ?
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1answer
19 views

Filter in report mixing is one of and is not one of

Is there a way in any report to have more than one Tag or Group filter? For instance it would be useful to to create a report with filter is of "this tag" and is not of "this other tag&...
2
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1answer
18 views

Activity Details report filter missing tags

The Activity Details report filter is missing the 'Tags' filter. The last filter is 'Groups' and just before that is 'County' which is where 'Tags' should be. The criteria for this field is 'Is one ...
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0answers
10 views

Data Pull- Information appears in Preview, but not when exported as csv

I am trying to pull csv (excel) data from the Case Reports » CNLP Data When I look at it in preview, I see 680 records. However, when I export it to the csv, it generates a blank document (outside of ...
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1answer
30 views

Membership Report Issues

I have a discrepancy of 15 contacts between reports and need help figuring out where the error is. The Membership Summary is showing 1,108 members and yet the Membership Detail Report is showing only ...
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2answers
29 views

List activity for all members (whether they have contributed or not)

Our treasurer has asked for a report to show the payment history for each contact, even if that contact has never paid anything. 'Contribution Aggregate by Relationship' report is perfect, we select ...
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1answer
14 views

How can I show multiple repeating custom field values in a single cell on a report?

We woud like a simple contact report which, rather than showing a single row for each custom field (with repeating contact name on each row), shows a single row for the contact and shows all the ...
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2answers
59 views

what happened to saving reports as dashlets?

A long while ago, you could save reports as dashlet. On the latest version of civi (both clean installs and upgrades), the report still has the option "Available for Dashboard?" but it doesn't seem ...
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0answers
15 views

Report Plus: Issue with filtering campaigns

We've found an issue with Report Plus. The extension doesn't show the choosed campaign (via filters) in the results. So if we choose to filter for Campaign A, it shows another different campaign. This ...
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0answers
19 views

No Drill Down extension not working for summary reports

WP 5.3 civi 5.19.3 php 7 no drill down 1.1.2 (downloaded from github) Love this extension & sad to lose it. It works fine for detail reports - goes to contact record, but in summary report goes ...
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1answer
11 views

Mailing List Activity Report

I wonder if there's a way to get a report on a mailing list's subscription activity, showing signups and unsubscriptions. I don't see this option on the activity report and none of the Mailing report ...
3
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1answer
29 views

CurrentUser function in Reports?

I'm wondering if it is possible for the "Assignee Name" field in a report to have a Current User function. My goal is to create 1 report for the CiviCRM Dashboard where users can see all the ...
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1answer
44 views

My custom reports work fine, but mail_report fails

All of my custom report mail_report jobs give this error, both through cron and when triggered manually: "Did not find valid instance to execute" The report is defined as class com_foo_bar ...
1
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1answer
26 views

CiviCRM Report - Sorting DB error

when I'm preparing a report (Event Participants) through CiviCRM Report module and I want to sort the results by anything (age, name, etc) I am getting a fatal error: DB ERROR: No such field I'm ...
1
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1answer
18 views

'A potentially unsafe operation has been detected in your request to this site' error

I want to get a membership list contaitning their name and address through the 'Report' function. But when I do this, a message 'A potentially unsafe operation has been detected in your request to ...
1
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1answer
22 views

Add columns to SYBUNT report

We run CiviCRM 5.20.2 on Joomla 3.9.15 We use Reports - Donation Reports - Sybunt We need to be able to select in the Columns area: • Nickname • Do not mail / contact • Deceased • Postal ...
3
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1answer
28 views

How to get rid of  when exporting report to CSV file

How to get rid of  when exporting report to CSV file. running report
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0answers
21 views

Saving a Civi Report- too many redirects error

I'm trying to save a contact summary report after amending filters. After each attempt to save I get a too many redirects error. I can see the new instances in the civicrm_report_instances table, ...
3
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3answers
68 views

How to generate a report excluding recurring contributions?

Is there any way to get a report, ideally something like the Contribution Summary report, which allows you to filter by recurring or non-recurring contribution? It would be quite useful to be able to ...
0
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1answer
64 views

Searchable Custom Field doesn't appear in Quicksearch options list and is not a sort option in reports

I have 2 membership custom fields that are set as searchable. One field is integer the other is alphanumeric. Neither field appears in the Quicksearch options in Search Preferences. The custom fields ...
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1answer
23 views

CiviCRM Recurring Contributions Report with Campaign

I'm trying to find a way to get a report on all the Recurring Contributions and what campaign they are attached too. Has anyone else done this? The Recurring Contributions report can give me the ...
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0answers
17 views

Joomla has no CiviReport permissioning, so how can I limit reports to individual users?

Welp, after the disappointing realization from this question -- that unlike the Drupal and Wordpress implementations, CiviCRM in Joomla does NOT include permissioning for individual CiviReports -- I'm ...
2
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1answer
393 views

nativecode=1260 ** Row 60 was cut by GROUP_CONCAT()

After an upgrade from 5.7.x to 5.13.x, a standard contribution/detail report started failing. In the CiviCRM admin log, we see this sql error: nativecode=1260 ** Row 60 was cut by GROUP_CONCAT() ...

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