Questions tagged [civireport]

Questions specifically about CiviCRM's reporting system, CiviReport.

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1answer
43 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/...
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1answer
42 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 ...
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1answer
43 views

How to embed or attach a list of contacts in an email?

My users want to send an email from Civi that will have a particular group of contacts embedded in it or as an attachment. The group is featured in a report, so emailing the report seems like the ...
1
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1answer
19 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
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1answer
16 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 ...
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0answers
9 views

Data Pull- Information appears in Preview, but not when exported as csv

I am trying to pull csv (excel) data from the Case Reports » CNLP Data When I look at it in preview, I see 680 records. However, when I export it to the csv, it generates a blank document (outside of ...
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2answers
24 views

List activity for all members (whether they have contributed or not)

Our treasurer has asked for a report to show the payment history for each contact, even if that contact has never paid anything. 'Contribution Aggregate by Relationship' report is perfect, we select ...
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1answer
22 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 ...
0
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1answer
113 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 ...
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1answer
28 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 ...
1
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1answer
53 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 ...
3
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2answers
31 views

CiviReport - Error when registering new Report

I've generated a new report in my extension, but when I try to register it with CiviReport, I'm getting the following DB error: Database Error Code: Field of view 'sporti62_wp4....
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2answers
53 views

what happened to saving reports as dashlets?

A long while ago, you could save reports as dashlet. On the latest version of civi (both clean installs and upgrades), the report still has the option "Available for Dashboard?" but it doesn't seem ...
1
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1answer
12 views

How can I show multiple repeating custom field values in a single cell on a report?

We woud like a simple contact report which, rather than showing a single row for each custom field (with repeating contact name on each row), shows a single row for the contact and shows all the ...
3
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3answers
139 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
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2answers
91 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.
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0answers
15 views

Report Plus: Issue with filtering campaigns

We've found an issue with Report Plus. The extension doesn't show the choosed campaign (via filters) in the results. So if we choose to filter for Campaign A, it shows another different campaign. This ...
2
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1answer
38 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
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1answer
69 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, ...
0
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1answer
39 views

My custom reports work fine, but mail_report fails

All of my custom report mail_report jobs give this error, both through cron and when triggered manually: "Did not find valid instance to execute" The report is defined as class com_foo_bar ...
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0answers
19 views

No Drill Down extension not working for summary reports

WP 5.3 civi 5.19.3 php 7 no drill down 1.1.2 (downloaded from github) Love this extension & sad to lose it. It works fine for detail reports - goes to contact record, but in summary report goes ...
0
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1answer
111 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 ...
1
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1answer
9 views

Mailing List Activity Report

I wonder if there's a way to get a report on a mailing list's subscription activity, showing signups and unsubscriptions. I don't see this option on the activity report and none of the Mailing report ...
1
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2answers
30 views

How can I search for or report on contacts based on date, method and/or status of group subscription?

With GDPR coming down the track I'm keen to dig in to my contact lists in more detail. I'm looking the ability, ideally through the UI, of reporting on, and searching for, contacts based on the date ...
0
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0answers
17 views

How to Add Sum Total to Report

I've got a custom integer field on event participants. I'm using an event participant listing report. I'd like to add a bottom row that gives me a sum total of that field for each event. It looks ...
3
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1answer
27 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 ...
1
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1answer
24 views

CiviCRM Report - Sorting DB error

when I'm preparing a report (Event Participants) through CiviCRM Report module and I want to sort the results by anything (age, name, etc) I am getting a fatal error: DB ERROR: No such field I'm ...
2
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1answer
70 views

Cannot Export a Report to a CSV file

Since upgrading from CiviCRM 4.4.3 to CiviCRM 5.8.0 last week, I am unable to export my employee training reports to a CSV. The page simply refreshes and doesn't do anything. I have tried making a new ...
1
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1answer
11 views

'A potentially unsafe operation has been detected in your request to this site' error

I want to get a membership list contaitning their name and address through the 'Report' function. But when I do this, a message 'A potentially unsafe operation has been detected in your request to ...
1
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1answer
20 views

Add columns to SYBUNT report

We run CiviCRM 5.20.2 on Joomla 3.9.15 We use Reports - Donation Reports - Sybunt We need to be able to select in the Columns area: • Nickname • Do not mail / contact • Deceased • Postal ...
3
votes
2answers
73 views

Can I report data from a disabled custom field or option?

I'd like to disable some custom field fields, because we no longer want users to enter that data. But then I can no longer see the field in report filters. Is there another way I can get that data out ...
0
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1answer
59 views

Searchable Custom Field doesn't appear in Quicksearch options list and is not a sort option in reports

I have 2 membership custom fields that are set as searchable. One field is integer the other is alphanumeric. Neither field appears in the Quicksearch options in Search Preferences. The custom fields ...
3
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1answer
28 views

How to get rid of  when exporting report to CSV file

How to get rid of  when exporting report to CSV file. running report
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0answers
20 views

Saving a Civi Report- too many redirects error

I'm trying to save a contact summary report after amending filters. After each attempt to save I get a too many redirects error. I can see the new instances in the civicrm_report_instances table, ...
3
votes
3answers
59 views

How to generate a report excluding recurring contributions?

Is there any way to get a report, ideally something like the Contribution Summary report, which allows you to filter by recurring or non-recurring contribution? It would be quite useful to be able to ...
0
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1answer
22 views

CiviCRM Recurring Contributions Report with Campaign

I'm trying to find a way to get a report on all the Recurring Contributions and what campaign they are attached too. Has anyone else done this? The Recurring Contributions report can give me the ...
0
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0answers
6 views

Filter an event report with non-primary state or adress (CiviCRM 5.14.2 with Drupal 7)

I have two addresses one is a home address that's primary and main address with corresponding states. I would like to get events details of particular states coming under the primary address only. ...
1
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2answers
28 views

how to set permissions on individual CiviReports (permission options not shown!)?

I wanted to create several reports that are limited to specific CiviCRM ACL roles. But I can't, because when I view the "Access" tab for the report settings, there are no permission fields shown. ...
0
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0answers
15 views

Joomla has no CiviReport permissioning, so how can I limit reports to individual users?

Welp, after the disappointing realization from this question -- that unlike the Drupal and Wordpress implementations, CiviCRM in Joomla does NOT include permissioning for individual CiviReports -- I'm ...
1
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1answer
42 views

Attachment too large for mailing - should there have been a warning?

Recently had a user attach a .docx file that was 14 MB to a mailing. (Probably a single picture in the document was to blame.) As one would expect, the messages bounced rather than being delivered. ...
2
votes
1answer
51 views

nativecode=1260 ** Row 60 was cut by GROUP_CONCAT()

After an upgrade from 5.7.x to 5.13.x, a standard contribution/detail report started failing. In the CiviCRM admin log, we see this sql error: nativecode=1260 ** Row 60 was cut by GROUP_CONCAT() ...
1
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0answers
30 views

Filter no longer works in report

We created a report to list the contacts without a contactsubtype. Previously, it worked, since a recent update it no longer works. The report is based on a filter "contacsubtype is not one of" ...
0
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3answers
39 views

Combining Event, Membership & Contacts into single report

So I can easily create a Search Builder for what I want, my challenge is creating a report that I can print an take to an event Criteria: Either registered for event OR A member of a specific group ...
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0answers
15 views

Lookup Field in Extended Reports

I've created a relationship report through the Extended Reports extension but have run into a challenging situation. I want the report to show detailed information (in this case, the name of the ...
5
votes
1answer
49 views

Displaying a column total in a report

Is there a way to display a column total when viewing a report? Specifically, we are wanting to run reports on contribution line items and quickly see the contribution line item total. When you do ...
1
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2answers
51 views

Case Details Report- Active Case Role filter

Trying to run a case details report for all cases of type "x" opened between a given date range. Noticed that not as many cases as expected show. On further investigation found that there is a ...
0
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0answers
10 views

Is there a way to export a search/export GDPR Comms preferences?

I have a list of about 1000 contacts all of which were put through our GDPR compliance process in May 2018. We can export those actively opted out of email, Bulk Email etc - via the search function, ...
2
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0answers
8 views

Getting more detail about transactions/ invoices/ donatons

I'd like to get more detail on what exactly each transaction contains. The report I have lists the donor, transaction number, date, amount and note. It's possible to get the shipping cost by drilling ...
1
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2answers
47 views

Creating specific Report

How would we go about achieving the following report results? (I have looked at the report page but haven’t worked with this yet) I have pasted a snippet below.
0
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2answers
28 views

how to create a report based on date subscription to a group?

I need to have a report that shows members according to their date of being part of a chosen group. I can select by group but not by date of being in this group. Is this possible? (I have a special ...

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