Questions tagged [civireport]

Questions specifically about CiviCRM's reporting system, CiviReport.

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1answer
64 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
245 views

Connecting Power BI to Civi

Has anyone tried to connect Civi to Power BI? I'm considering using this platform for some more in depth analytics.
2
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1answer
23 views

Give anonymous users access to a report's contents?

I want to make a CiviReport accessible to anonymous users. I can set the report's "Access" to allow anonymous users, but I want them to see the results of the page without giving them the ...
0
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0answers
11 views

Configuring Extended Reports- Case Activity Pivot Chart

I've built a report using Extended Reports- Case Activity Pivot Chart Rows= Contact Name Column= Activity Type Filters Case Type= Expected Case Type Activity Dates= previous Quarter Activity Types= w,...
3
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2answers
103 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.
2
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1answer
40 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
1answer
75 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
9 views

Member reports javascript broken after update

Somewhere between 5.15 and 5.36, javascript starts breaking on all member reports. In the html body, javascript is searching for $originalElement = $dateElement.siblings('#membership_join_date_from')....
0
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1answer
125 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 ...
8
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4answers
374 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 ...
1
vote
1answer
47 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
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1answer
48 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 ...
2
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2answers
40 views

Using 'Date Deceased' in CiviReport

I'm attempting to create a basic Contact Summary CiviReport: A list of deceased contacts sorted by Date Deceased. The field 'Date Deceased' from the Contact Summary doesn't appear to be an available ...
1
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1answer
30 views

Case reports only work properly for originating user - bug or as designed (or both)?

A user has reported that doing an 'Export to CSV' from a case report works OK when she does it, but doesn't work for a user 'B' - even though user 'B' has the correct access (we're using ACLs). ...
0
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2answers
147 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 ...
1
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0answers
25 views

After update CiviCRM Birthday reports stopped working

Before reports came every day with a list of people who have a birthday today, we updated CiviCRM to version 5.35.1 and reports stopped coming, even in CiviCRM it does not give a list with birthdays, ...
0
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1answer
23 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
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1answer
11 views

Can I move a report from Contact Reports to My Reports?

I have 5 reports in Contact Reports which I meant to have in My Reports. Is there a way to move these to My Reports?
0
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1answer
30 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 ...
1
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1answer
32 views

How to make a daily bithday report at morning?

Every day a person receives a list of who has a birthday on that day. But this happend at evening, when it useless, How to make it at morning?
0
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0answers
15 views

Database error “Unknown field” when trying to add contacts to a group from a report

Created a report with some custom fields in it. The report show up correctly with the custom field used When I click on "Add Contacts to Group" and choose a group I see a blank page stating ...
1
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0answers
16 views

Membership data

Recently tried to pull a membership report & the reports keep turning up zero info. Looking at the contacts, and specifically looking up members, it appears that their member box is suddenly ...
2
votes
1answer
12 views

Where is the privacy filters located in report templates?

By default all privacy filters i.e. do not email, do not mail, etc is loaded in the report, except for do not trade. Where in the report (contribution details )template this filters are located? How ...
1
vote
1answer
13 views

How do I add a column to a Contribution Summary report which will show the date and amount of the most recent payment/donation?

When running a payment report using the Contribution summary, along with the columns showing number of payments, payment aggregate and payment average, I would like to be able to see the date and ...
2
votes
1answer
18 views

My mail_report: Finished execution of Mail Reports with result: Failure, Error message: is not of type String

I'm running civiCRM 5.30.0 on Drupal 7. I've designed a report to be sent weekly. To test it, I manually ran mail_report and got the detail below. Where is type STRING required? Parameters raw (from ...
0
votes
1answer
23 views

Display nth payment of a recurring series?

Is there any way to display "nth Payment" of a recurring series? I am looking for a way to display with a contribution and/or line item result that this is the 3rd, 4th, 5th payment in the ...
0
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1answer
10 views

How can I adjust the date widget on Reports

The birth date widget on Reports such as the Constituent Detail seems hard coded to allow only dates within the last 20 years. How do I adjust this?
0
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0answers
7 views

How to get a combined report of household and individuals?

CiviCRM 5.32.2 Drupal 7 What I need is a combined report that shows aggregated amount for every contact of the database. Criteria: Show individual contributor. But If some contacts are part of ...
1
vote
1answer
17 views

How can I run a report with Pending (Incomplete Transaction)?

Essentially I want the contribution detail report but to filter Contribution Status: Pending, Is Pay Later: No (I know I can do this with search) I can do this with some extensions, but they do not ...
4
votes
2answers
120 views

Selecting location type or multiple email/phone fields in Reports

Is it possible to select a location type for default contact reports, or is it just hard-coded to use the Primary address/email/phone? Also, would it be possible to list a report with multiple email ...
1
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0answers
31 views

Help to analyse Civi Data. Counting activities and contacts when the field has more than one option

I have a query about analysing data from activities and contacts in Civi. I've tried to be very clear about what is being done and what has been tried, it's not a simple question so thankyou to anyone ...
1
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1answer
11 views

report to show all my outstanding activity

I want to be able to pull a report that shows all the activity that i have recorded, for scheduled, completed and ongoing. How do i do this please?
1
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0answers
20 views

How do I troubleshoot a CiviMail / Mail report?

I have a mail report that we use on our dashboard that is just taking forever to load. Using developer tools, I can't seem to figure it out. [DOM] Found 2 elements with non-unique id #...
0
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1answer
6 views

How can I add a “Recurring” filter to core “Repeat contribution” report?

I need a particular type of report which I could not find in core or extended reports. So I thought of modifying the core report PHP and place it in custom PHP directory. I have manage to add "...
0
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0answers
6 views

How can I generate a report that shows list of recurring payment of different types?

I need to generate a report that shows a list of donors who gave above £10 as recurring basis in September 2020. They may have been giving previously or just started in September. The payment comes ...
2
votes
1answer
32 views

How to create a recent new contacts report?

I'm trying to create a report of recent new contacts, ideally to make it available to our team as a dashboard widget. I've managed to get a report with the results I want using the Contact Logging ...
2
votes
2answers
47 views

How to make a report with each Financial Type as a column?

I need a report of contributions which has a row for each contribution, and then analysis by showing a column for each financial type, and the total amount of the contribution in the right financial ...
1
vote
1answer
22 views

How to change or overwrite block reportlets created by ExtendedReports (reportlets)

I can't work out how to change the block/extended report once created, that I then use in the Contact Layout Editor, as overwriting it with the same name just made another block appear with the same ...
1
vote
0answers
18 views

Problem with civiReport/Activity Summary

When I run an Activity Summary Report I get a 'Count' for each 'Activity Type' by Status. My issue is that when I click on that count I get a syntax error report. Should I not be able to see the ...
1
vote
1answer
20 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 ...
0
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0answers
11 views

Can't see Soft Credit fields on a Contribution Detail Report?

When I add Soft Credit columns to a Contribution Detail Report, the data doesn't show - they're just empty cells:
0
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0answers
10 views

How to make a report that show all the enterprise that have at least 2 employees?

Hi how did you do a report that show all the enterprise that have at least 2 employees ?
1
vote
1answer
47 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
vote
1answer
20 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
votes
1answer
19 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 ...
0
votes
0answers
10 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 ...
1
vote
2answers
29 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 ...
1
vote
1answer
30 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 ...
3
votes
2answers
39 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....
1
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2answers
65 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 ...

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