Questions tagged [civireport]

Questions specifically about CiviCRM's reporting system, CiviReport.

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8
votes
3answers
325 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 ...
9
votes
4answers
410 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 ...
4
votes
1answer
190 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 ...
3
votes
1answer
373 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 ...
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 ...
2
votes
4answers
116 views

Reorder Report Columns

I'm creating a basic custom report using constituent details. I'm hoping to find a way to reorder the columns in the report. For instance, I have a custom field that I'd like to go first, and then put ...
6
votes
4answers
185 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". ...
4
votes
3answers
666 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 ...
5
votes
2answers
835 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 ...
4
votes
2answers
47 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 ...
2
votes
2answers
204 views

Is it possible to change the Invoice numbers that are used in CiviCRM?

I have a customer that is wanting to customize/assign invoice numbers to each receipt/invoice for event registrations rather than the long and completely random ones that CiviCRM puts out and not just ...
2
votes
1answer
90 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
vote
2answers
60 views

How to send email report FROM other than default email address?

I have a report that is sending successfully every week. Only issue is I was not able to set FROM email address for the report. It’s always sent from default email address, but I need to send from ...
5
votes
5answers
270 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
2answers
154 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.
4
votes
1answer
76 views

How to fix Bookkeeping Transactions Report so it doesn't show redundant transactions (e.g., for changed Payment Method)?

If you change the Payment Method on a contribution, e.g., from "Credit Card" to "Check" for a $10 contribution, CiviCRM will leave the existing transaction record in place, and add two more ...
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
1answer
28 views

Is “Total Paid” in a report really supposed to show Amount Paid plus fees?

I am for the first time retrieving payment data for event participants through CiviReports. One of my columns is Total Paid, but for those who registered and paid online, this column shows numbers ...
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. ...
3
votes
1answer
538 views

How does using CiviCRM compare to using NationBuilder?

Have you used or tried out NationBuilder.com, a US-based commercial not-free CRM used for political and community advocacy? What does CiviCRM do better, or worse? I prefer Civi but looking for more ...
2
votes
2answers
114 views

How do you display custom Contact fields in Membership reports?

I have created some custom fields for Contacts and want to display these fields in a membership report that we call member mailing list. However I am unable to see the custom fields for Contacts as ...
1
vote
1answer
28 views

How to report on repeating custom fields

My client wants a report on a set of 10 repeating custom fields, each one of which has a date and one of a set of outcomes. e.g there is an 'Accommodation' custom field which has 2 fields - a date and ...
1
vote
1answer
35 views

how do I exclude blank or null in a report

I'm currently trying to set up a simple report for bookkeeping transactions for the last month. It's was great except for the fact it is also including paypal fees on top of the full transaction ...
1
vote
1answer
70 views

Runtime Exception Booted CiviCRM, but failed to find 'api/class.api.php'

I created an extension module with civix then cd'd to the module directory and tried to create a custom report based on a copy of an existing report. I used the following command: $ civix generate:...
1
vote
2answers
48 views

What tables are used for civicrm reports?

I need to know what tables and fields are used for the CiviCRM reports, I've been dealing for several weeks trying to see why an updated site from CiviCRM 4.2 to 4.7.16 on Joomla is not showing any ...
1
vote
2answers
61 views

Constituent (summary) report: link to contact instead of link to constituent detail?

When opening the Constituent (summary) report and clicking on a name in the results list, the page which refers to the specific Constituent detail doesn't open. Reason for that seems to be the number ...
0
votes
1answer
136 views

Event Report Template - Adding Sorting By/Group

How does one add "Organization" as a field to the sort list in the event report template? I have found how to add custom fields but not system default fields. Version 4.6.8 Joomla
0
votes
2answers
140 views

Can't save reports

I'm using CiviCRM 4.7.11 on Drupal. For some time now (not sure how many minor versions) it has not been possible to create reports or to save changes to any reports. The button ("Update Report", I ...
0
votes
1answer
28 views

Can ExtendedReports report on CiviDiscount usage?

Can I get a list of Contacts that have used a specific CiviDiscount code? How do I extend - Extended Reports extension?