Questions tagged [civireport]

Questions specifically about CiviCRM's reporting system, CiviReport.

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Summary report conversion

Can you convert a detailed report to a summary report, and visa versa? I have looked everywhere and can not find out how to do it. Many thanks Mike
Mike Wilson's user avatar
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29 views

How to generate a report of changes to a contact's custom fields (showing the before/after text labels) from Civi's detailed log?

The Ask My client has to manually reconcile people records with an external system. This requirement calls for a report to be run on a periodic basis, say weekly, that shows changes to certain custom ...
Justin657's user avatar
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2 votes
1 answer
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Historical Membership Count reports based on Calendar Year

We are using CiviCrm 5.65.1. We would like to extract historical membership counts for certain time periods in the past say CAlendat Year 2014, 2015 etc. The typical membership status that we have ...
markd's user avatar
  • 71
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1 answer
48 views

Display Total Membership in Wordpress home page

We are running Wordpress 6.3.1 and Civicrm 5.65.1 We would like to dynamically display the Total Member count on our Wordpress home page. We have different member categories and would like to display ...
markd's user avatar
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0 answers
14 views

retrieve and export histrocial transaction data

In order to better analyse our last mailing, i would love to view and export historical transaction data for a specific amount of Id's? Ie. show me all transaction and transaction dates connected to a ...
Eddie's user avatar
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1 answer
21 views

How do auto email out reports every end of the month

I am trying to be able to send out a report automatically via email every month. Is there any possibility that I could do this?
Cas's user avatar
  • 73
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14 views

How can I track the activities of one of the internal Civi users in the team?

I want to track the activities that I have done on Civi by date. HOw do I do this?
BRC's user avatar
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Problème avec les modèles de reçu fiscal suite migtation Civi

Bonjour Dans notre precedant modèle de reçu fiscal, les champs de fusion {contribution.total_amount}, {contribution.payment_instrument}, {contribution.payment_number}, {contribution.receive_date} ...
user7748's user avatar
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1 answer
16 views

Custom fields not appearing in advanced search

I have a custom field set called "My Custom Info." In this set I had fields named "Group" and "Mentor" along with 4 other fields but, for a good reason, I deleted Group ...
Tom's user avatar
  • 131
3 votes
1 answer
89 views

Is there an "Deliver report by email" equivalent for SearchKit?

CiviCRM provides an api by which we can create Scheduled Jobs to send CiviReport output via email on scheduled basis. Is there any out-of-the-box functionality (probably via an extension, I would ...
TwoMice's user avatar
  • 1,794
1 vote
1 answer
17 views

504 error when trying to view results of contact report

first time asker here. Our resident Civi expert is out on sabbatical, so I'm coming to you with no developer knowledge to ask this support question. My coworker is trying to create a contact report of ...
John-Michael Torres's user avatar
1 vote
1 answer
33 views

Unable to save changes to report

I copied a report and updated the filters for what I am looking for in addition to changing the title. When I select "Save" or "Save a Copy" from the dropdown menu, neither works. ...
Mary's user avatar
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1 answer
33 views

How do I create a supervisor/subordinate relationship between Contacts?

I want to produce a report that lists all supervisors and their subordinates. (Assume that all Contacts have supervisors but not all Contacts have subordinates.) I plan to export the report to Excel ...
ArloGueswith's user avatar
1 vote
1 answer
57 views

How can I display a count of new donors by month?

This seems a reasonable enough request but I can't put it together. Here's what I've tried: Contribution Summary Report - Does not contain the "Contribution Ordinality" filter (though ...
Jon G - Megaphone Tech's user avatar
1 vote
2 answers
22 views

Gift Aid - help needed

I am very behind with GA claims, partly because I find it so difficult to remember how to generate the report I need out of Civi. I don't get on with extensions - I don't have the technical ability - ...
Sally-Ann Delf's user avatar
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1 answer
51 views

CIVI CRM APIv4 Image retrieval

I am creating a Python script that retrieves images from CiviCRM. I don't just want the image name (which I retrieve with the uri field already) but the entire image url. How is that possible? I have ...
Evan Taylor's user avatar
1 vote
3 answers
36 views

How can a Report to Display State Abbreviations?

The report "Membership Details" at civicrm/report/instance/23 shows "State/Province" in the results, but we want to see the State abbreviation instead.
Hershel's user avatar
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Event Report with amount paid and balance owing by participant

CiviCRM 5.55.0 Wordpress Trying to pull a report (export output preferred) to provide a list of registered participants that includes the total amount owing, total paid, and fee level. I have ...
Shelly Vaughan-Hazlett's user avatar
2 votes
2 answers
40 views

How to get a report with donor retention rate

I am trying to figure out my organization's Donor Retention rate from last fiscal year or with the time parameters I choose. For example, year-to-date retention rate, year before last fiscal year, ...
Shea's user avatar
  • 21
0 votes
1 answer
28 views

What specialist I need to have in the office to handle CiviCRM daily?

I need to define a job description for a role, that will work with CiviCRM database daily: update member accounts, generate reports, track memberships, send mailings. Does CiviCRM require any specific ...
Larry's user avatar
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0 votes
1 answer
26 views

How do I generate a csv report or csv export of CiviEvent participants that includes membership status information?

My organization is running CiviCRM 5.51.4. We have a conference and run registration through CiviEvent. We have separate events for regular paid participants, vendors, students, and complimentary ...
Valerie Anderson's user avatar
0 votes
1 answer
19 views

Gift Aid reports

Is anyone aware of any guidance for running a report within Civi for a UK HMRC Gift Aid claim please? I am not a techy person, but a user of Civi for financial reporting for our organisation. Many ...
Sally-Ann Delf's user avatar
0 votes
1 answer
16 views

How Do You Generate a Report for Number of Mail Clickthroughs and What The Most Popular Links Were For a Campaign

Here is the scenario: We send daily news updates, they are all assigned the same campaign. I want to be able to see what was the most clicked URL for a given campaign. Currently I have to export the ...
themak's user avatar
  • 3,352
1 vote
0 answers
12 views

Grid lines on printed reports

Until recently when using the Print Report action from a report template, the generated report would include dark gridlines separating the rows and columns, but now the gridlines no longer appear. Is ...
John Moore's user avatar
1 vote
1 answer
49 views

CiviCRM - Mailpoet plugin conflict with Html2Text

We upgraded CiviCRM to the most recent version back in November and had the problem in the related ticket with ANY report failing when ANY filter was enabled. The error was: Error thrown Call to ...
astroned's user avatar
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0 answers
15 views

Report Total Amount Incorrect

I setup a report to list contributions from a specific page. I had to edit the contributions to change the financial type, so now each contribution has 3 line items. The "Total Amount" on ...
erin's user avatar
  • 209
1 vote
2 answers
35 views

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 $...
Charlotta Beavers's user avatar
0 votes
1 answer
12 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 ...
shibetpc's user avatar
0 votes
0 answers
11 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 ...
Suri Gang's Hallen's user avatar
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0 answers
12 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
Alia's user avatar
  • 1
0 votes
1 answer
27 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 ...
fdarn's user avatar
  • 285
0 votes
1 answer
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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 ...
christodhunter's user avatar
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24 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 ...
gillenpj's user avatar
  • 163
0 votes
1 answer
21 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 ...
nielo's user avatar
  • 1,294
0 votes
1 answer
16 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 ...
Andy Clark's user avatar
  • 4,720
2 votes
2 answers
25 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.
yurg's user avatar
  • 1,839
0 votes
1 answer
73 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 ...
astroned's user avatar
0 votes
0 answers
20 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 ...
ben_fairless's user avatar
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....
Alberto Olivucci's user avatar
1 vote
0 answers
13 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 ...
themak's user avatar
  • 3,352
1 vote
1 answer
26 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?
themak's user avatar
  • 3,352
1 vote
0 answers
11 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
Howard Shore's user avatar
1 vote
1 answer
24 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 ...
jsherk's user avatar
  • 521
0 votes
2 answers
20 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.
Camille Turbide's user avatar
0 votes
1 answer
35 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 ...
user13575's user avatar
0 votes
0 answers
30 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 ...
Guillaume Sorel's user avatar
2 votes
2 answers
53 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? (...
Aivars's user avatar
  • 1,044
1 vote
1 answer
35 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 ...
The Amateur's user avatar
0 votes
0 answers
41 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 ...
Sudesh's user avatar
  • 707
1 vote
3 answers
44 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 ...
Aivars's user avatar
  • 1,044

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