Questions tagged [civireport]

Questions specifically about CiviCRM's reporting system, CiviReport.

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25 views

CiviReport: Field not found when sorting by Case Type as a section header

I've replicated this on a second Drupal/Civi 4.7.27 site so I don't believe it's limited to me, but could do with a bit of assistance before putting it on JIRA. Attempting to create a Case Detail ...
3
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1answer
61 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 ...
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2answers
24 views

How can I export an Event Income Detail report to CSV/Excel?

We find the Event Income Detail report to be useful. But the Actions menu won't let me export this report into a CSV file for some reason. How can that be enabled?
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1answer
92 views

SQL Error in Contribution Details Report

Can someone help me resolve this error? I have recently started using CiviCRM but the website has been up for years. Thanks for helping. Arthur Running CiviCRM 4.7.27 with Wordpress 4.8.4 On the ...
1
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1answer
13 views

Drupal Views using over ride feature with civicrm fields - token

I am wonder whether someone can help explain how to use the Override feature for CiviCRM fields in views. For example, I have a field in Civi which is a file field... when i add it to a view it shows ...
1
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1answer
158 views

Why am I getting 'DB Error: no such field' when editing a report?

I just upgraded to 4.7.27 under Drupal 7. Now, when I try to edit a report, I get 'DB Error: no such field' when trying to save the report. Changes are not saved. Here is the backtrace: #0 /home/...
3
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1answer
26 views

How can I tell which template a specific report instance is based on?

If I look at a report instance, how do I know which template it comes from?
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2answers
57 views

Multiple currencies in the report totals

So I've just enabled another currency. For one event, two forms are available to sign up in either US$ or in CAD$. In the reports, how will CiviCRM show the revenue totals ? Does it know the exchange ...
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2answers
58 views

CiviReport widgets show access denied on CiviCRM Dashboard

I've recently migrated a site to another host and pretty much everything is working except that when I go to /civicrm, the dashlets on the dashboard all show Access Denied and a login form. They are ...
2
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1answer
32 views

Does changing a price set for an event retroactively change reports?

If a price set is changed in terms of prices etc will that affect reports for past events that used that same price set? If it did do that we would have a huge list of price sets just to maintain ...
1
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1answer
16 views

How can we run a report that doesn't split records into multiple entries?

We want to run a report on the enquiries/feedback and the outcomes and signposting that result from each one. However, when we run a report it splits each record entered into individual records for '...
3
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3answers
196 views

Custom fields of type select not displaying in Activity Report

A site I'm working on has recently been upgraded to version 4.6.32. Since this upgrade the client is no longer able to see data from some of the custom fields in the Activity Report. Custom fields ...
2
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1answer
11 views

CiviReport - development recognition report

We need a donor recognition report that - for lifetime or a period of time (last FY for example) - will count totals per donor and include soft credits in the totals. Is this something that can be ...
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0answers
19 views

CiviReport - how do I return NULL values for Participant Report with Membership Details

I have created several custom reports for CiviReport. To create the SQL for these reports I have used 'Toad for MySQL' to visualise the proposed end-result. In my latest report I am trying to return ...
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1answer
18 views

Report with calling form

A user handed me a printed sheet from a previous database and asked me to recreate it. It contains contact information, a list of contributions, the most recent memo, and several blanks to be filled ...
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0answers
29 views

Add tag and group names into standard report

I need to extend existing Summary and Details contact report with two columns. Filtering is already there, so I only want to see Tag(s) and Groups(s) to which particular contact is assigned. I've ...
5
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2answers
161 views

How do I add/change columns in CiviReports?

How can I add more fields in columns Tab in Constituent Summary or how can I change the Fields names in columns Tab in Constituent Summary? Also every time that I export my report as a CSV file I get ...
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2answers
41 views

Using an External (custom) Table in a Custom Report

I have several custom tables that I have created for use with extensions that I have built. I would like to use those tables in a custom report. What is the best approach for this? I checked the ...
2
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1answer
54 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, ...
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1answer
26 views

How to add a column in a membership report for a secondary email?

I need to run a report which has a column for a secondary email.
3
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3answers
91 views

Best Way to Print Case Activities

I've been thinking about different ways to create a report that displays case notes (in other words, case activities). These are the two options I've considered, but with some limitations. How do you, ...
2
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1answer
37 views

Community centre crm: courses, attendance, reporting

We're trying various different CRMs and systems, looking for a best fit before customisation. As well as CiviCRM, we're looking at Zoho and some others. Please could I ask you opinion on CiviCRM's ...
3
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1answer
49 views

Why does the Constituent Summary & Detail reports contain deleted contacts? (or, how to remove them?)

The constituent summary & constituent detail reports both contain deleted contacts - this is 4.7.21 (and 4.7.23) under Drupal. I verified the problem on this demo site. This doesn't seem right ...
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0answers
80 views

How to add a sorting column in Reports

I have a report that I would like sorted by County but that field doesn't appear as a sortable column, although it does appear on the report. This field is in fact 'State/Province' but is renamed via ...
2
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2answers
25 views

Appearance of Client Names

Why do some of the names entered show up as firstnamelastname and others as last name, first name on my reports? Thanks!
2
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2answers
26 views

Trigger a reminder if activity has not been recorded in x amount of time

Is there a way to have CiviCRM send me a scheduled reminder for any contact for whom I have not recorded an activity for in 3 weeks or more? So that if 3 weeks go by and I have not recorded an ...
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2answers
42 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 ...
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2answers
62 views

Reporting options

So a few things, when I create a custom report display, by adding additional fields to display. Is there anyway to re-order the fields. so for example if I want lastname, then first name...or other ...
2
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2answers
61 views

Is there a way to print mailing labels from a report

Currently, reports do not have a way to print mailing labels. Our specific requirement is to make use of the "Upcoming Birthdays Report" to print mailing labels for donors so we can post them birthday ...
2
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2answers
73 views

Thank-you Sent same as Recieved Date

I'm hoping someone can help me with this issue I'm having. All contributions on the Dashboard and Find Contributions screen have the exact same date and time for the Received date and Thank-you Sent ...
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1answer
45 views

how to automatically creates a relationship

Is there a way to automatically create a relationship if 2 or more address in the DB is exactly the same? I want to create the relationship if two or more people are living in same house.
1
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1answer
78 views

Contribution Summary throws 500 error

Uncaught Error: [] operator not supported for strings in /wp-content/plugins/civicrm/civicrm/CRM/Report/Form/Contribute/Summary.php:580 Don't know whether this started with Civi 4.7.19, WP 4.8, or ...
1
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1answer
37 views

For all reports, CiviReport shows a page with no content

I'm getting a mostly blank screen when trying to run reports. I see the CiviCRM menu and page heading, then the page footer, with nothing in between. I get the same thing for every report and every ...
1
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1answer
39 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
36 views

Word replacement error

I have a problem in word replacements as well. It is not getting replaced in all places. Tried replacing "contributions" with "donations". the change is not getting reflected in CiviReport, while in ...
2
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1answer
41 views

Civireport vs Views

What is the best practice between CiviReport and Views ? (Except the fact than Views enables to order the columns, which CiviReport does not) Why and when should we use one rather than the other ?
2
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0answers
25 views

What Membership Payment Date should appear in membership reports?

I'm wondering if the following is expected behavior or a bug. When running a detailed Membership Report and selecting Date Received as one of the columns, I would expect to see the most recent payment ...
0
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1answer
54 views

Civi Reporting - where's the preview tab?

I am building activity reports and the preview tab is missing from the top , likewise I am unable to access the report title tab. is this something that can be added in , if so, how ? thanks in ...
1
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3answers
172 views

Questions for using civi as part of a election campaign

So we are looking at CiviCRM to help run my campaign. We have been using votebuilder which is very good but it has some drawbacks as well. one of the big drawbacks is that you can not see people ...
1
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1answer
37 views

Is there a way to make report filters mandatory

I have made some custom reports which contain two types of filters: a date field. This does not correspond to a database field. Its just used in some calculations some custom fields Is it possible ...
2
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1answer
34 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 ...
1
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1answer
41 views

Best practice: Multiple event types or custom data fields?

I've only been working with Civi for a couple of weeks ... Say we want to offer three workshops or classes: Basketweaving 101 Basketweaving 102 Basketweaving 103 And later we want to be able to ...
0
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1answer
24 views

Ordering Contact Reports

Is it possible to set a specific order for all contact reports? Can they be grouped underneath certain headings making them easier to find? If so, how can I do this?
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2answers
36 views

Why is the Actions button missing from Reports on 4.7.x after upgrade

After upgrading, several sites are missing the Actions on the Reports
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4answers
36 views

Getting counts of donors grouped into categories by giving amount

Let's say I have these groups of donors: Small donor, gave < $100 in the past year. Medium donor, gave $100-500 in the past year. Major donor, gave > $500 in the past year. What's the best way to ...
2
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2answers
56 views

civicrm report access

I am trying to limit access to reports using acl/groups as mentioned in the userguide : https://docs.civicrm.org/user/en/4.7/reporting/set-up/#define-report-settings However, the field to set this ...
3
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1answer
49 views

Civisualize - getting data from a report into dataviz

I'm seeing in notes on Civizualize that some work has been done in getting reports data into a form where civisualize can deal with it. Anyone give me a pointer to where that is?
2
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3answers
88 views

How to update custom report template

I am using 4.7.13 on two different sites. On one site, when I update the class and refresh my custom report, all of the changes are visible. On the other site when I do the same thing, the changes are ...
1
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3answers
88 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 ...
1
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1answer
80 views

Creating reports with custom fields relating accounts and contacts - how does it work?

I am looking for a CRM to install that can do the following: Create custom field in account where I can select/link one or more contacts that are the founder of the account (firm) Create a custom ...