Questions tagged [civireport]

Questions specifically about CiviCRM's reporting system, CiviReport.

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0answers
19 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" ...
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1answer
19 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. ...
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0answers
11 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. ...
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0answers
12 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 ...
0
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3answers
29 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
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, ...
4
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1answer
39 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 ...
2
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0answers
6 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 ...
0
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2answers
22 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 ...
0
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0answers
17 views

Report Columns not in the right order [duplicate]

I would like to reorder report columns. Is there a way to do this? It looks like someone else has asked a similar question (Reorder Report Column) but it looks like the answer is to use some other ...
1
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1answer
20 views

Default Value for Custom Field

I have a created a custom group and a custom field within that group. One of the Custom fields is Date. Is there any way to autoload 'current date' (today) in the default value field Using a hook or ...
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0answers
12 views

How do you display more than 50 rows in a Contribution Summary Report?

How do you display more than 50 rows in a Contribution Summary Report? I am able to export to CSV or PDF and get the full results - but I am unable to make it display on web more than 50 rows. D7 ...
2
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0answers
25 views

CiviCRM Report only showing 50 records

Do anyone else have Donation Reports that only show 50 records on the webpage but when you export it shows all of them? There is no pagination and looking at the demos, it looks like there should be. ...
6
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1answer
29 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 ...
1
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1answer
30 views

How to imbed 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
28 views

Check numbers in reports

My client took great pains to record check numbers and payment amounts and wants to produce an event payment report which includes the check numbers associated with each registration. I can get ...
1
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1answer
39 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
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1answer
19 views

Using CIVICRM to manage a Fundraising Dinner

We run a fundraising dinner once a year, approx 400 people, mainly couples. what would be the best way to a: set up an event that we can enter couples as contacts (we have to write to them post ...
3
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0answers
24 views

Need a list of past event participants and several years are gray, can't access them

when i search for events they all show up, but some of them are grayed out and I can't access any information: I get this error-- An error has occurred. 0 @import url(/administrator/components/...
2
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1answer
19 views

CiviReport Max Participants

I currently generate an Event Report of upcoming events that shows how many participants are registered for each event, but I'd also like for it to show the max participants allowed. When looking ...
1
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0answers
12 views

CiviReport sort event list by start date

Similar to CiviReport Participant Sort by Event Start Date I would like my event report (Extended Report - Statistics across events) to display events ordered by event start date. I am on CiviCRM 5....
1
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1answer
34 views

Is 'developer' tab in Reports now a deprecated feature?

In Civicrm 5.4 and in current version in WP Sandbox, it seems that the 'Developer' tab is no longer shown. What is the replacement/suggested method for adding a column to reports now?
5
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1answer
62 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
1
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1answer
18 views

How do you set a fiscal year?

Also - does changing a fiscal year change anything else outside of reporting and searching?
0
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0answers
14 views

Membership Report (Detail) filter not applied when first run

The Membership Report (Detail) report returns all members, including delete ones. It seems the filter isn't applied until you click View Results. Is this intentional, or a bug? I see it with 5.15.2 ...
3
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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
1
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1answer
24 views

SYBUNT (some year but not this year) showing 2011 as this year

When doing this option in civireport or LYBUNT (last year but not this year) Its showing this year as 2011. everything else is showing the correct years... why is this not?
1
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0answers
34 views

Emailed copy of report includes the SQL Query

Running civiCRM 5.14.1 ... and Joomla 3.9.8 When I receive my scheduled emailed Contribution report, the email contains the SQL used to generate the report... How do I avoid this? The report is the ...
1
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1answer
24 views

How to identify and report on donor anniversaries?

We'd like to acknowledge donors who have given continuously for (say) 5 years. Let's say 'continuous' means at least one donation in a year. How could these contacts be identified and reported? I've ...
1
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1answer
21 views

How can I generate a CiviMail delivery & Click-thru report

I need to email a report to a person of a particular mass email that was sent from CiviMail. The person doesn’t have access to CiviCRM. How can I generate a CiviMail detailed delivery & Click-thru ...
1
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1answer
64 views

PHP warning “Warning: Declaration of CRM_Mailchimp_Permission” logged when open a CiviReport

Drupal 7.67 Civi 5.13.4 I get a PHP warning in my Drupal logs every time I open a report in Civi. The complete warning is Warning: Declaration of CRM_Mailchimp_Permission::check($permissions) should ...
0
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1answer
28 views

Is there a way to expose a CiviReport on a Wordpress page?

Reports are not one of the component options available when using a shortcode in wordpress. What is the recommended way to expose a civireport on a wordpress page?
0
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0answers
22 views

403 error when accessing or exporting CiviMail open reports

Running CiviCRM 5.13.5 on Drupal 7.67. I have all admin permissions, and all permissions relating to CiviReport. Trying to run reports on CiviMail to export as CSV everyone who opened a particular ...
0
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1answer
17 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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2answers
45 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.
3
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1answer
25 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 ...
1
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2answers
55 views

Civicase report shows empty list

I have set up report to list the number of active cases, however the report doesn't show anything when I refresh results, even though there is a number of opened cases which show in the Case dashboard....
3
votes
2answers
132 views

Is there a way NOT to email if a report with no result

I need to email a report weekly to a department within organisation. Report usually sent via scheduled job in Pdf format. If there's no result an email still gets sent. Is there way NOT to email an ...
2
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1answer
23 views

How to remove “Report URL” from emailed PDF reports header?

I would like to remove the link from a report email header. Is it easy to achieve? thanks
0
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0answers
12 views

Combine reports of 2 kinds. Possible?

I would like to get a report of "activities" and include some information specifically related to contribution. This is what I am expecting to see in results the report: Source name - (backend user) ...
3
votes
1answer
29 views

Rounding differences between Contribution and Bookkeeping reports

I am using Drupal 7.66 and CiviCRM 5.10.4. There is a small difference between the total of a Contribution report and a Bookkeeping report using the same filters and therefore intended to produce an ...
1
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3answers
41 views

How can I generate a report for the financial transaction entered by USERS of certain “drupal Role”?

Finance department wants a weekly report of contributions taken by our shop. I have set up a drupal user role called "Shop" and permissions accordingly, and added staff to that role. But cant figure ...
1
vote
1answer
14 views

Is it possible to write a report to send a weekly digest of people who have filled in a webform survey

I would like to send a report once a week to a client with everyone who has filled in a survey in the last week and has a particular tag. IN civireport I can see I can filter by activity subject but ...
0
votes
1answer
98 views

CiviVolunteer error after upgrade to Civi 5.11.0 on joomla

Running civicrm 5.11.0 with CiviVolunteer on joomla 3.9.5 PHP 7.1 (as well a second site with the same problem on PHP 7.0) I am running API v4 version 4.3.0 CiviVolunteer 4.7.31-2.3.1 Since upgrading ...
1
vote
1answer
18 views

Is there a report to export the transfers from CiviCRM to my bank account?

I can see all of the payments that people make, but I would also like a CSV export that includes the transfers from civiCRM to my bank account. Is there a report for that?
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 ...
1
vote
2answers
61 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 ...
2
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0answers
264 views

Warning: htmlspecialchars() expects parameter 1 to be string, array given in …/civicrm/packages/HTML/Common.php on line 144

Has anyone else seen the above error under Joomla and CiviCRM 5.11.0 when running the Event Report: Attendee List? I've done a bit of troubleshooting and it appears it seems when a custom form value ...
1
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2answers
37 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 ...
1
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0answers
9 views

summary shows only new memberships

I have summary report and a membership of active members report. When I look at the active members, for 2019 I get about 7 people. When I look at the summary of memberships (grouped per month) I get ...