Questions tagged [civireport]
Questions specifically about CiviCRM's reporting system, CiviReport.
367
questions
1
vote
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" ...
1
vote
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. ...
0
votes
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.
...
0
votes
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
votes
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
...
0
votes
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
votes
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
votes
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
votes
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
votes
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
vote
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 ...
0
votes
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
votes
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
votes
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
vote
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
vote
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
vote
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
votes
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
votes
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
votes
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
vote
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
vote
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
votes
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
vote
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
votes
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
votes
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
vote
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
vote
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
vote
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
vote
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
vote
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
votes
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
votes
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
votes
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
vote
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
votes
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
vote
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
votes
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
votes
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
vote
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
votes
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
vote
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
vote
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 ...
