Questions tagged [civireport]

Questions specifically about CiviCRM's reporting system, CiviReport.

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1answer
10 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?
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0answers
14 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 #...
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1answer
15 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 ...
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1answer
5 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 "...
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0answers
5 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
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1answer
22 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 ...
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1answer
20 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 ...
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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 ...
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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
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1answer
17 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 ...
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0answers
9 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:
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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 ?
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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
17 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 ...
1
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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 ...
1
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2answers
26 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
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1answer
13 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 ...
1
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2answers
56 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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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 ...
1
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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 ...
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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 ...
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0answers
20 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 ...
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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 ...
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 ...
1
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1answer
14 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
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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
21 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
68 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
61 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 ...
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 ...
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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. ...
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0answers
16 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 ...
2
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1answer
119 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
31 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" ...
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. ...
1
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2answers
29 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
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 ...
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
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, ...
5
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1answer
50 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
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 ...
0
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2answers
29 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 ...
2
votes
1answer
37 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 ...
2
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0answers
29 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
34 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
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 ...

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