Questions tagged [civireport]

Questions specifically about CiviCRM's reporting system, CiviReport.

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1answer
30 views

Event Report filter not working

I am trying to create an event report but I am not able to filter a specific event in the Event filter, it shows as "None found" even when there are active events present and there is no error in the ...
2
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1answer
17 views

Using CIVICRM to manage a Fundraising Dinner

We run a fundraising dinner once a year, approx 400 people, mainly couples. what would be the best way to a: set up an event that we can enter couples as contacts (we have to write to them post ...
3
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0answers
24 views

Need a list of past event participants and several years are gray, can't access them

when i search for events they all show up, but some of them are grayed out and I can't access any information: I get this error-- An error has occurred. 0 @import url(/administrator/components/...
2
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1answer
19 views

CiviReport Max Participants

I currently generate an Event Report of upcoming events that shows how many participants are registered for each event, but I'd also like for it to show the max participants allowed. When looking ...
1
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0answers
11 views

CiviReport sort event list by start date

Similar to CiviReport Participant Sort by Event Start Date I would like my event report (Extended Report - Statistics across events) to display events ordered by event start date. I am on CiviCRM 5....
1
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1answer
32 views

Is 'developer' tab in Reports now a deprecated feature?

In Civicrm 5.4 and in current version in WP Sandbox, it seems that the 'Developer' tab is no longer shown. What is the replacement/suggested method for adding a column to reports now?
5
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1answer
36 views

How to creat a report of recurring donors

How do I get a report of all the donors who are set up for automatically give the same amount each month
1
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1answer
17 views

How do you set a fiscal year?

Also - does changing a fiscal year change anything else outside of reporting and searching?
0
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0answers
14 views

Membership Report (Detail) filter not applied when first run

The Membership Report (Detail) report returns all members, including delete ones. It seems the filter isn't applied until you click View Results. Is this intentional, or a bug? I see it with 5.15.2 ...
3
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3answers
27 views

Report based on country

Could anyone tell me how to set up a report based on the country of the member (Northern Ireland, Republic of Ireland, England, Wales, Scotland). Thanks in advance Debs
1
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1answer
22 views

SYBUNT (some year but not this year) showing 2011 as this year

When doing this option in civireport or LYBUNT (last year but not this year) Its showing this year as 2011. everything else is showing the correct years... why is this not?
0
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0answers
30 views

Emailed copy of report includes the SQL Query

Running civiCRM 5.14.1 ... and Joomla 3.9.8 When I receive my scheduled emailed Contribution report, the email contains the SQL used to generate the report... How do I avoid this? The report is the ...
1
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1answer
23 views

How to identify and report on donor anniversaries?

We'd like to acknowledge donors who have given continuously for (say) 5 years. Let's say 'continuous' means at least one donation in a year. How could these contacts be identified and reported? I've ...
1
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1answer
20 views

How can I generate a CiviMail delivery & Click-thru report

I need to email a report to a person of a particular mass email that was sent from CiviMail. The person doesn’t have access to CiviCRM. How can I generate a CiviMail detailed delivery & Click-thru ...
1
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1answer
43 views

PHP warning “Warning: Declaration of CRM_Mailchimp_Permission” logged when open a CiviReport

Drupal 7.67 Civi 5.13.4 I get a PHP warning in my Drupal logs every time I open a report in Civi. The complete warning is Warning: Declaration of CRM_Mailchimp_Permission::check($permissions) should ...
0
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1answer
26 views

Is there a way to expose a CiviReport on a Wordpress page?

Reports are not one of the component options available when using a shortcode in wordpress. What is the recommended way to expose a civireport on a wordpress page?
0
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0answers
18 views

403 error when accessing or exporting CiviMail open reports

Running CiviCRM 5.13.5 on Drupal 7.67. I have all admin permissions, and all permissions relating to CiviReport. Trying to run reports on CiviMail to export as CSV everyone who opened a particular ...
0
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1answer
12 views

Contribution Report - Grouped by Custom Field

I am looking to be able to build a report that essentially has aggregate donations grouped by a custom field. For example - every donor is asked: How did you hear about us (Referral Source), which is ...
0
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1answer
38 views

Creating specific Report

How would we go about achieving the following report results? (I have looked at the report page but haven’t worked with this yet) I have pasted a snippet below.
3
votes
1answer
18 views

civiReport with financial type and line item financial types

Is there a report that displays both the overarching financial type and the individual line item financial types for contributions? civiCRM Contribution and paid event pages require a financial type ...
1
vote
2answers
53 views

Civicase report shows empty list

I have set up report to list the number of active cases, however the report doesn't show anything when I refresh results, even though there is a number of opened cases which show in the Case dashboard....
3
votes
2answers
128 views

Is there a way NOT to email if a report with no result

I need to email a report weekly to a department within organisation. Report usually sent via scheduled job in Pdf format. If there's no result an email still gets sent. Is there way NOT to email an ...
2
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1answer
22 views

How to remove “Report URL” from emailed PDF reports header?

I would like to remove the link from a report email header. Is it easy to achieve? thanks
0
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0answers
11 views

Combine reports of 2 kinds. Possible?

I would like to get a report of "activities" and include some information specifically related to contribution. This is what I am expecting to see in results the report: Source name - (backend user) ...
3
votes
1answer
28 views

Rounding differences between Contribution and Bookkeeping reports

I am using Drupal 7.66 and CiviCRM 5.10.4. There is a small difference between the total of a Contribution report and a Bookkeeping report using the same filters and therefore intended to produce an ...
1
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3answers
41 views

How can I generate a report for the financial transaction entered by USERS of certain “drupal Role”?

Finance department wants a weekly report of contributions taken by our shop. I have set up a drupal user role called "Shop" and permissions accordingly, and added staff to that role. But cant figure ...
1
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1answer
13 views

Is it possible to write a report to send a weekly digest of people who have filled in a webform survey

I would like to send a report once a week to a client with everyone who has filled in a survey in the last week and has a particular tag. IN civireport I can see I can filter by activity subject but ...
0
votes
1answer
91 views

CiviVolunteer error after upgrade to Civi 5.11.0 on joomla

Running civicrm 5.11.0 with CiviVolunteer on joomla 3.9.5 PHP 7.1 (as well a second site with the same problem on PHP 7.0) I am running API v4 version 4.3.0 CiviVolunteer 4.7.31-2.3.1 Since upgrading ...
1
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1answer
17 views

Is there a report to export the transfers from CiviCRM to my bank account?

I can see all of the payments that people make, but I would also like a CSV export that includes the transfers from civiCRM to my bank account. Is there a report for that?
3
votes
1answer
25 views

facilitators viewing registration responses

We have co-facilitators for our instructional events who are not staff. We want them to be able to view the complete registration profile responses (i.e. 'registration info') prior to their event in ...
1
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2answers
56 views

How to send email report FROM other than default email address?

I have a report that is sending successfully every week. Only issue is I was not able to set FROM email address for the report. It’s always sent from default email address, but I need to send from ...
2
votes
0answers
132 views

Warning: htmlspecialchars() expects parameter 1 to be string, array given in …/civicrm/packages/HTML/Common.php on line 144

Has anyone else seen the above error under Joomla and CiviCRM 5.11.0 when running the Event Report: Attendee List? I've done a bit of troubleshooting and it appears it seems when a custom form value ...
1
vote
1answer
24 views

Case Details Report- Active Case Role filter

Trying to run a case details report for all cases of type "x" opened between a given date range. Noticed that not as many cases as expected show. On further investigation found that there is a ...
1
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0answers
9 views

summary shows only new memberships

I have summary report and a membership of active members report. When I look at the active members, for 2019 I get about 7 people. When I look at the summary of memberships (grouped per month) I get ...
2
votes
1answer
28 views

“Post Code Suffix” in Reports is the same as “Postal Code”

I'm running CiviCRM 5.10.4 on top of Drupal 7.63 on Debian, with localisation. My contacts have UK-style postcodes with the first half (e.g. "M19") stored in "Postal Code" and the second (e.g. "3JD") ...
2
votes
1answer
25 views

How to delete a membership report

I have copied an existing report template for my own use with the intention to use it for my search options. I don't understand how I can name it as I wish. How to rename a report when copying? How ...
2
votes
1answer
26 views

Click to go to contact record from report [duplicate]

When i am viewing contacts in a civireport if i click on the persons contact name i am taken to the "view contact detail report" which is basically the Constituent Report (Detail). Is there a way to ...
1
vote
1answer
40 views

Can't get a list of people whose birthday in current month

We want to see a list of people who have birthday next month. Advanced search doesn't suit us because it is trying to do search only for a current year. We use SYSTOPIA Birthdays for generating ...
2
votes
1answer
58 views

CiviCRM report for Case activities listing Case data

I would like to generate an Activities report (eg upcoming scheduled activities) which includes case data (eg case ID, case Subject, case Role contacts, case custom fields) of the case to which each ...
2
votes
1answer
40 views

Reports show 4 warnings after upgrading from 5.4 to 5.10

I run Civi on Drupal. After upgrading from 5.4.0 to 5.10.0, any report I open shows 4 warnings at the top: Warning: Illegal string offset 'attr' in HTML_QuickForm_advmultiselect->toHtml() (line 807 ...
2
votes
1answer
29 views

Transaction Date in Extended Report

Using the "Bookkeeping with extra fields" template, I noticed I was occasionally missing some transactions whenever I filtered on Transaction Date. I believe the issue is caused by the filter using ...
2
votes
1answer
22 views

Inconsistencies in the Contribution Detail report

I'm trying to chase down an inconsistency someone reported in the Contribution Detail report. It doesn't happen with all contacts (in fact I've only seen it in the one they reported, so far). There ...
2
votes
2answers
33 views

Custom report: how can I add a filter for a dbAlias field?

In a custom report -> I've created a field 'civicrm_contribution' => array( 'dao' => 'CRM_Contribute_DAO_Contribution', 'fields' => array( ... 'amounts_ytd' => array( ...
1
vote
0answers
58 views

“Contribution Detail Report” issues in CiviCRM 5.8.1

The "Contribution Detail Report" template is not fetching the soft credits related data correctly in CiviCRM version 5.8.1. It is showing "Contribution" for all rows, even for Soft credits and the "...
1
vote
3answers
33 views

Sort report by event role and/or status

In the sorting tab for event participation reports, I can't sort by role or status. Even those these are built-in fields that it seems obvious people would want sort by, are not in the list of columns-...
2
votes
1answer
15 views

How do I run a report for an event

How do I run a report on an event that includes things such as participant name, email and organisation they are from?
2
votes
0answers
38 views

Some reports not showing in dashboard

As of version 5.6.0, some of our reports are no longer showing up in people's dashboards as a dashlet option. The reports have "Available for Dashboard" set and permissions seem right, I even set ...
3
votes
2answers
49 views

Extracting a report/pulling a search result to CSV but setting an exported flag to indicate this

I am looking for a way to mark data as exported in some way. The scenario is that we are receiving and capturing data for enquirers (people making enquiries) on behalf of a third party. The 3rd ...
2
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0answers
47 views

Activity report showing activities twice

All of my activity reports have recently changed to return two entries for the same activity. I have looked under sorting and columns and filters, but cannot seem to disable the double entries. Please ...
5
votes
1answer
51 views

Why do click and open reports show times in UTC rather than the site's timezone?

The mailing and click tracking reports are showing times in UTC. There is no PHP MySQL timezone mismatch - and mysql -e 'select now()' and date return the right times - as per timezone.