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Questions tagged [civireport]

Questions specifically about CiviCRM's reporting system, CiviReport.

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0 votes
1 answer
63 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 ...
2 votes
1 answer
23 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 ...
1 vote
1 answer
86 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 votes
4 answers
42 views

How to get a list contacts that have not donated within a certain amount of time?

Hello CiviCRM community, I've been trying to wrap my head around this and can't seem to figure it out. I'm looking to get list of contacts that have not donated within a certain amount of time to ...
1 vote
2 answers
36 views

Report on opened emails

I'm trying but failing miserably to create a searchkit report that shows contacts in a particular mailing group who haven't opened a mailing in a specific number of months. Any help on how to build ...
0 votes
0 answers
25 views

How to add new tokens in civicrm?

I want to add more tokens for generating the donation receipts.so how can I add more tokens in civicrm?
1 vote
1 answer
13 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 ...
3 votes
2 answers
127 views

How can I change column width on printed reports

How do I change the width of columns on printed reports. Some columns are too wide and some are too narrow.
0 votes
1 answer
25 views

Why is my report including the column names before every row?

I am using CiviCRM 5.71.1 with Wordpress. I created a report using the Constituent Report (Detail) template. The issue is that the report repeats the column names before every row of data. Why is it ...
0 votes
1 answer
72 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 ...
2 votes
1 answer
44 views

Filter event reports by facilitator

Currently if I want to collate a report on events facilitated by a particular individual (or, say, run by a partner organisation, or any contact with a custom role), I have to go to each event from ...
2 votes
1 answer
103 views

Multiple entries showing on a report

For some reason, a particular report shows multiple entries for some users. These users have ACLs applied, so I wonder if that's causing the problem? When I masquerade as a user with limited access, ...
1 vote
2 answers
30 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 - ...
0 votes
1 answer
63 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 ...
0 votes
1 answer
142 views

CiviContribute Payment Selection

Ok, this is a little difficult to explain, but I'm going to try :) A customer set up a contribution page for payroll deduction, so they would just select the "Pay Later" payment option, but, for some ...
0 votes
0 answers
13 views

A bug with Contribution Note in CiviCRM reports? Can I fix it?

When I try to create a Report with all contributions and include Contribution Note column (see picture), then the Report returns only those Contributions that contain Contribution Note. Or, conversely,...
1 vote
1 answer
60 views

Report with access "everyone (includes anonymous)" not displaying correctly

Civicrm 5.2.2 Wordpress 4.9 I have created a report and given access to "everyone (includes anonymous)" and also given view reports permission to anonymous user. This is the URL https://leep.ngo/...
1 vote
1 answer
57 views

Settings don't display when tabs are clicked on an existing CiviReport

Based on the doc found here (at the bottom): https://docs.civicrm.org/user/en/4.7/reporting/set-up , it should be possible to edit existing reports (like adding email settings). Currently not even ...
0 votes
2 answers
210 views

Report on Cases and Activities

I need a dashlet for a user which lists scheduled activity details filtered on the 'case type' the activity sits in. I can find these in search but cant seem to get a report to work - closest I can ...
0 votes
1 answer
45 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
1 answer
36 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 ...
1 vote
2 answers
46 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 $...
0 votes
0 answers
14 views

Search tabs do not come up during an advanced search

Could you help me with this problem please : Search tabs do not come up during an advanced search.
3 votes
2 answers
31 views

Print custom field group from multiple records

Currently we have a group of custom fields "Date" and "Medical Note" that are displayed in the table tab and that allow multiple records. We need all these fields to be printable ...
0 votes
1 answer
19 views

Civimail stats being thrown off

Is anyone else seeing mailing stats being completely thrown out by what I assume is a security product? We are routinely seeing some. .ac.uk and .ie addresses which record a click and a separate open ...
0 votes
1 answer
29 views

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
2 votes
1 answer
45 views

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 ...
0 votes
1 answer
63 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 ...
0 votes
0 answers
16 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 ...
0 votes
1 answer
30 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?
0 votes
0 answers
16 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?
0 votes
0 answers
21 views

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} ...
0 votes
1 answer
30 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 ...
4 votes
1 answer
128 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 ...
1 vote
1 answer
44 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. ...
0 votes
1 answer
35 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 ...
1 vote
1 answer
86 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 ...
1 vote
3 answers
47 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.
0 votes
1 answer
18 views

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 ...
2 votes
2 answers
49 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, ...
0 votes
1 answer
29 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 ...
0 votes
1 answer
39 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 ...
1 vote
1 answer
434 views

DB Error: no such field Fatal error: Uncaught CRM_Core_Exception: When Creating Reports

I get the following error when trying to create new reports or edit existing ones. DB Error: no such field Fatal error: Uncaught CRM_Core_Exception: [0: Transaction integrity error: Expected to find ...
0 votes
1 answer
25 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 ...
0 votes
1 answer
17 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 ...
1 vote
0 answers
14 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 ...
1 vote
1 answer
60 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 ...
0 votes
0 answers
18 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 ...
0 votes
1 answer
15 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 ...
0 votes
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

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