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Questions tagged [civireport]

Questions specifically about CiviCRM's reporting system, CiviReport.

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11
votes
3answers
315 views

How can I adjust the fonts and layout of PDF reports?

I have managed to clean up the display of membership lists (civireport) to the satisfaction of our users by linking a CSS file to the report header, but I do not find how to adjust the font and layout ...
9
votes
4answers
407 views

How can I make it easier for users to generate the reports they need?

I am working with an organisation that uses CiviCRM to record information about their clients. They need to generate reports on a quarterly basis that summarise their work with clients. The reports ...
8
votes
3answers
320 views

Is it possible to get point-in-time membership data?

My client needs to know: How many members did we have on date x Who were the members on date x Using "Find memberships" it appears that, though the UI allows it, combining the membership status ...
8
votes
4answers
146 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 ...
7
votes
2answers
670 views

Cron sending reports weekly

Sending reports by email is a really nice feature in CiviCRM. This is done by creating a specific cron job for each report. However, this will be sent only at the intervals given. And they are "daily"...
7
votes
1answer
188 views

What is the difference between Tracked Opens and Confirmed Opens

Does anyone know why there would be a difference/what the difference is between the "tracked opens" that you see on an individual mailing report and the "confirmed opens" you see when you run a ...
6
votes
3answers
80 views

Can we report on contributions by payment processor?

Is there support for filtering contribution reports by payment processor? We have credit card (Authorize.NET) and PayPal (new). How can I report on just PayPal transactions? The only difference I ...
6
votes
1answer
28 views

Annual Donor Report

I would like to setup a report where I can see each donor's total donations by year, where each column would be a different year and the corresponding total, and each row would be each donor. Please ...
6
votes
4answers
184 views

How to search active relationships (e.g) during past year?

We record volunteer relationships for our Volunteer contacts. A contact is an active Volunteer of our organization if exists a relationship "volunteer for" and this relationship has no an "end date". ...
6
votes
2answers
74 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 ...
6
votes
1answer
191 views

How to set custom relative date filters

I noticed that the relative date filters (e.g. "This week", "Previous quarter) have some new options available in 4.7, and I heard that you can now customize them to create new options. I don't know ...
6
votes
1answer
48 views

Combining reports

I've created a few (membership) reports, and the client is happy. Only, they would like the csv output of the reports to be combined into one. Preferably with some headers in between. The filters of ...
5
votes
5answers
268 views

How do I search for contacts with no contributions?

Is there a non-code way to search for contacts with no contributions recorded? (A search in search builder will only result in contact with contributions with null values, which is not the same as no ...
5
votes
3answers
83 views

How to show civicrm toolbar in drupal also?

I have created some drupal views for civicrm. But the views pages are opening inside the drupal set up, where the civicrm toolbar is not showing. Now, how can i show the civi toolbar in the drupal? ...
5
votes
2answers
176 views

How do I add/change columns in CiviReports?

How can I add more fields in columns Tab in Constituent Summary or how can I change the Fields names in columns Tab in Constituent Summary? Also every time that I export my report as a CSV file I get ...
5
votes
2answers
105 views

Use Drupal views to generate contact Reports in Civicrm

I have several different types of report's layouts/formats to print for Civicrm contacts. I know that, we can generate reports by 'Report' menu in Civicrm. But i want some suggestion about how much ...
5
votes
1answer
54 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.
5
votes
1answer
61 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
5
votes
1answer
37 views

Presales / Functionality Question

Presales Question… I’m trying to determine which features can be turned on & off with this CRM system, so I have a couple of questions I need to ask based on the scenario that I’m trying to solve ...
5
votes
2answers
152 views

CiviCRM Membership Status Change Summary Report

What is the best way to use CiviReports to show how many members changed from grace -> expired in a given month (summary), not detail report.
5
votes
2answers
827 views

How to add custom fields to membership report display columns?

We have a set of custom data for memberships. One field is 'radio' type for newsletter delivery preference: online, paper, both, none. We can filter on this custom field in membership reports no ...
5
votes
1answer
74 views

Is it possible to customise report export file names?

Is it possible to automatically name Report downloads (PDFs or .csv files) to reflect the report title? (This strikes me as being an obvious thing to do, so apologies if I've missed some equally ...
5
votes
1answer
51 views

Report or export in xml format

I work for a small nonprofit. Our funding body previously required reports in csv format. they now want them in xml. Of course they are not providing any funds! Can this be done via a custom report or ...
5
votes
1answer
132 views

Civisualize - How does it work and what are the charts showing? [closed]

I need your help. I am trying to figure how CiviVisualse works. We would like to improve its current styling etc. To do this, I need to fully understand how the dynamic filter works agains graph lines ...
4
votes
4answers
194 views

Sorting by clicking on column headers

I'm evaluating CiviCRM for my organization and noticed something about the demo report tables that concerns me. Hopefully I'm just missing something. Do I have to create a new report or modify an ...
4
votes
2answers
33 views

Repeat Contributions Report - Where Is Data Pulling From?

We are new to CiviCRM and have just started importing data and running checks. We have imported the last five years of our donor contribution information and all of the data is correct in the ...
4
votes
2answers
144 views

Tableau integration with Civicrm

Can we integrate tableau with civicrm to get enhanced report functionalities?
4
votes
3answers
662 views

How should I generate a report (or view) showing contacts and people they have relationships to?

I would like to create a view, or custom report, whoever is easier, to show the following: -The names of all contacts in a specific group -Some of their contact information -The names of all contacts ...
4
votes
1answer
187 views

CiviMail Reports is not tracking email opens

I am using civi 4.7.29 on Wordpress 4.9.4 I noticed that civimail reports is not tracking the email opens after multiple sends. It is just showing "0". In the screen shot, you can see where it is ...
4
votes
2answers
44 views

How to create a contribution or event report that indicates amount of payment and balance owed

We run CiviCRM 4.7.21. In events, we are able to indicate a registration payment toward the total with the balance owed within each participant's registration page. However, we have not been able to ...
4
votes
2answers
102 views

Aggregate Contributions Reports and fiscal years (and households, too)

We have a client with a July 1 to June 30 fiscal year. To filter by a timeframe, the CiviReport system for aggregate contributions insists on grouping by a time period, which is NOT a fiscal year (...
4
votes
2answers
114 views

Exporting membership type and contribution total amount

An organization sells a variety of membership types. The goal is to generate an exported CSV that will contain name, address, membership type, and amount paid for that membership. Two types of ...
4
votes
1answer
115 views

Pulling Reports with Custom Fields

Ok, I have a customer that has created an event that has a rather extensive profile setup, which includes a field to upload a file. When they pull the report, the full URL to access the file isn't ...
4
votes
3answers
58 views

How can I track donor movement on CiviCRM?

Our organization is using CiviCRM on Drupal and I'm looking for a way to create, track, and report on solicitation plans -- essentially, having a report that forecasts income from a variety of ...
4
votes
1answer
49 views

Replace flash-based charts with something that doesn't use flash

Several core reports (as well as some reports provided via extensions) use the OpenFlashChart library to create nice looking charts via flash. Unfortunately (or fortunately depending on how you look ...
3
votes
1answer
35 views

How do I pass custom field values in CiviReport urls?

For example, I have a membership report /civicrm/report/instance/103 and I want to filter to only show rows where the value of a custom field with id of 65 is 'abc'
3
votes
3answers
99 views

Is it possible to make the UI simpler?

My organization uses CiviCRM and we are contemplating moving away from it, but before we make that decision I wanted to canvass this site for some information. I'm not incredibly familiar with the ...
3
votes
1answer
370 views

civiCRM Cron only run one mail_report scheduled jobs?

I'm using CiviCRM 4.4.6 in drupal 7. In my scheduled jobs list, I had 3 scheduled jobs of membership report: report A, report B, and report C. These reports will send out email with different csv ...
3
votes
2answers
235 views

How can I show groups in membership report columns?

I've got the request to display (certain) groups in the membership detail report. A lot has been written over time about customizing reports, and I'm not sure what info is up-to-date. This looks good: ...
3
votes
2answers
331 views

Why can't I export a Contact Detail report to CSV?

I have a problem with civireport. Since I've created and saved one report I can't export it anymore to csv. First, the export to csv was missing. I've tried this... http://forum.civicrm.org/index.php?...
3
votes
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
3
votes
1answer
23 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 ...
3
votes
2answers
52 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 ...
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 ...
3
votes
2answers
119 views

Importing CiviCRM Transactions into quickbooks

I'm wondering whether to start invoicing with Quickbooks and I am wondering if when I upload civicrm transactions into quickbooks if it will automatically link the payment to the invoice? Can ...
3
votes
1answer
103 views

How to extend Database Log Report from Contact

I would like to extend standard functionality of Database Log Report generated from contact. For now there is list of standard colums, but there is no information about what changes was made in ...
3
votes
2answers
78 views

Differences in results between 'Find Cases' and a 'Case Report'

Using 4.6.10 currently, although aiming to update shortly, I've created a case summary report from the template that simply lists all cases that are either 'ongoing' or 'urgent'. This lists 10 cases. ...