Questions tagged [civireport]

Questions specifically about CiviCRM's reporting system, CiviReport.

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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?
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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
17 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
21 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
28 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
41 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
29 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
23 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
33 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
30 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
9 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
13 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. ...
  • 3,209
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 ...
  • 515
0 votes
1 answer
26 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
34 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 ...
  • 2,954
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
46 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
52 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: ...
  • 1,139
1 vote
3 answers
77 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
46 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 ...
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0 votes
1 answer
9 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
0 answers
17 views

How do I hide specific reports?

How do I hide reports that we aren't using or under development? I've taken a look at editing menus and permissions.
0 votes
1 answer
35 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
28 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 ...
  • 3,209
1 vote
3 answers
62 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?
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0 votes
0 answers
27 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 ...
  • 93
4 votes
1 answer
65 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 ...
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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
20 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
18 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 ...
3 votes
1 answer
34 views

Give anonymous users access to a report's contents?

I want to make a CiviReport accessible to anonymous users. I can set the report's "Access" to allow anonymous users, but I want them to see the results of the page without giving them the ...
0 votes
1 answer
13 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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2 votes
2 answers
46 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 ...
1 vote
0 answers
29 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, ...
1 vote
1 answer
32 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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0 votes
1 answer
14 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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1 vote
1 answer
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?
0 votes
0 answers
24 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 ...
1 vote
0 answers
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 ...
2 votes
1 answer
14 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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1 vote
1 answer
26 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 votes
1 answer
103 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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0 votes
1 answer
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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