All Questions
Tagged with civireport activities
15 questions
8
votes
4
answers
243
views
Can you save an advanced activity search?
After using Advanced Search to create a pretty detailed search on activities, I need to save it. If my search results were contacts, I could create a smart group based on the search which would ...
6
votes
2
answers
89
views
Can I get a notification emailed to me every time a contact with a certain tag is updated?
Our team would like to be notified any time a certain group of contacts are updated. Ideally this notification would contain the most current version of the contact profile, as well as the previous ...
- 93
3
votes
3
answers
237
views
Custom fields of type select not displaying in Activity Report
A site I'm working on has recently been upgraded to version 4.6.32. Since this upgrade the client is no longer able to see data from some of the custom fields in the Activity Report.
Custom fields ...
- 3,496
3
votes
1
answer
42
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 ...
- 443
3
votes
1
answer
101
views
How can I modify the Activity Report to display phone number?
I have built a report off of the Activity Report template and have been able to add all the columns I need EXCEPT target contact phone number. Email and many address fields are available in the "...
- 474
2
votes
2
answers
26
views
Trigger a reminder if activity has not been recorded in x amount of time
Is there a way to have CiviCRM send me a scheduled reminder for any contact for whom I have not recorded an activity for in 3 weeks or more? So that if 3 weeks go by and I have not recorded an ...
- 2,097
2
votes
1
answer
114
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 ...
- 1,302
2
votes
0
answers
59
views
Can activity tags be included in activity reports or exports?
tags have been added to a variety of activities by a user over the last few months.
Now they want to include the tag details in a report.
As far as I can see activity reports can filter by tag, but ...
- 2,037
1
vote
3
answers
90
views
Recording/ tracking time spent on Events
One of the activities of our organization is providing workshops etc. to the public. In order to facilitate all processes involved I have setup a coupe of events in CiviCRM. Each event represents a ...
- 105
1
vote
1
answer
62
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 ...
- 449
1
vote
2
answers
132
views
Fatal error when including certain custom fields in Activity Report
I noticed that a couple of our reports had broken after the update to 4.7 (on Drupal), and trying to recreate the reports brings up the same error, with a message saying 'DB Error: no such field'
...
- 1,004
1
vote
2
answers
96
views
How to include individual information within organization record
I admin a CiviCRM 4.6 site running on Joomla 2.5. It's a company-based membership organization, and we're looking for a better way to keep track of prospect activity. Here are a few considerations:
...
- 571
1
vote
2
answers
81
views
Can i print or save a pdf of all activities
I need to print or save as a pdf all activities for any of our contacts on civi. This would be used to report to meetings etc on work we have done with individuals who use our support services. at ...
- 13
1
vote
1
answer
14
views
Adding Contacts to Group from an Activity Report doesn't work on Joomla! 4?
I see the possibility of adding contacts to a group from an activity report.
After posting the list, I select the group from the drop-down menu on the right, I have to confirm by clicking Next and ...
- 53
0
votes
2
answers
110
views
How do I Add Contacts to Group from an Activity Report?
There is a choice in Activity Reports to Add Contacts to Group, on the top right - so I created a new Group and chose that Group, but there is not a button to click to complete the add. It's not ...
- 2,749