Questions tagged [civireport]
Questions specifically about CiviCRM's reporting system, CiviReport.
432
questions
1
vote
1answer
11 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 ...
0
votes
1answer
20 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?
0
votes
1answer
20 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
votes
1answer
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
1answer
34 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 ...
1
vote
1answer
17 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
vote
3answers
69 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 ...
0
votes
0answers
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
1answer
35 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
...
0
votes
1answer
7 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 ...
0
votes
0answers
14 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
1answer
34 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
0answers
26 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 ...
1
vote
3answers
56 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?
0
votes
0answers
23 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 ...
4
votes
1answer
45 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 ...
0
votes
0answers
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
1answer
19 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
0answers
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
0answers
16 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
1answer
31 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
0answers
18 views
Configuring Extended Reports- Case Activity Pivot Chart
I've built a report using Extended Reports- Case Activity Pivot Chart
Rows= Contact Name
Column= Activity Type
Filters
Case Type= Expected Case Type
Activity Dates= previous Quarter
Activity Types= w,...
0
votes
1answer
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')....
2
votes
2answers
42 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
0answers
27 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
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). ...
0
votes
1answer
12 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?
1
vote
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?
0
votes
0answers
21 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
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 ...
2
votes
1answer
13 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 ...
1
vote
1answer
15 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
1answer
26 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 ...
0
votes
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 ...
0
votes
1answer
11 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?
1
vote
1answer
21 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 ...
1
vote
0answers
35 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 ...
1
vote
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?
1
vote
0answers
24 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 #...
0
votes
1answer
33 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 ...
0
votes
1answer
11 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 "...
3
votes
1answer
45 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 ...
1
vote
1answer
23 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
votes
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 ...
1
vote
0answers
19 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 ...
1
vote
1answer
24 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 ...
0
votes
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:
1
vote
1answer
21 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
votes
1answer
26 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 ...
1
vote
1answer
31 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 ...
