Questions tagged [civireport]

Questions specifically about CiviCRM's reporting system, CiviReport.

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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
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1answer
69 views

Illegal mix of collations

Using Joomla 3.8.6, CiviCRM 4.7.31, php 7.0.28, mysql 5.6.39 What should the database collation be for the CiviCRM tables? Mine are all utf8_general_ci. None of the tables in the database are ...
2
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1answer
23 views

Delete a Missing Case

I ran a Case Detail Report to see a list of cases because my Views table count was not adding up. I realized from this report that there is a case with an "Active" status that does not have a Contact ...
3
votes
1answer
38 views

CiviReport 'insufficient permission' error running financial report after update to 4.7.29

Only since upgrading CiviCRM to 4.7.29 from 4.7.11 (on Drupal), one of my users with 'editor' role is unable to run a financial report. The error she sees is: "API permission check failed for ...
2
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0answers
38 views

Fix for column names breaking the 64-character limit

I'm trying to generate a report using custom fields and I am getting nativecode=1166 ** Incorrect column name This happens when the report is trying to generate temp tables using an alias as the ...
1
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2answers
42 views

Particular report about contribution on CiviReport

Good morning, I'm writing to ask if it exist a particular report about contributes. I'd like to have a report which contain these columns: Surname/Name, amount and date of the last donation and total ...
0
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1answer
38 views

Can I make reports export the state/province abbreviation instead of full name?

Similar to this question, I'm interested in having my reports export states/provinces with the abbreviation instead of the full name. The accepted answer in that case was to use an Advanced Search ...
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 ...
1
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1answer
14 views

Contribution Reports and disabled Financial Types

What is the expected behaviour for Contribution Reports in regard to disabled Financial Types (for example, a Financial Type that was used some years ago but is not used for current contributions)? ...
2
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1answer
32 views

Using an excel membership number list to compile a civi report of linked addresses

I have a list of membership numbers of approx 80 people. I need to use these numbers (saved in an excel spreadsheet) to run a report in Civi which will pull all the addresses and names linked to those ...
0
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1answer
93 views

Report on Cases and Activities

I need a dashlet for a user which lists scheduled activity details filtered on the 'case type' the activity sits in. I can find these in search but cant seem to get a report to work - closest I can ...
2
votes
1answer
136 views

Connecting Power BI to Civi

Has anyone tried to connect Civi to Power BI? I'm considering using this platform for some more in depth analytics.
1
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2answers
107 views

Can I link memberships to relationships automatically?

I'm using CiviCRM to manage sponsors of children in India for an NGO. I'm configured it and set up some custom fields in order to have the children(contact) connected to the membership. So far so ...
0
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1answer
15 views

Create Report Showing The Notes Created for Organisations

I want to create a report that shows the most recent note that has been created for each organisation. When I looked at modifying one of the existing reports, I could not find in any of the reports, ...
1
vote
1answer
40 views

How to hide configuration tabs of a report with the “print to pdf” action remaining active?

I want a category of users can access some reports, view the results on the screen and print them to PDF. And to prevent any modification of the criteria, I want all the report configuration tabs to ...
1
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2answers
20 views

How to get a list contacts that have not donated within a certain amount of time?

Hello CiviCRM community, I've been trying to wrap my head around this and can't seem to figure it out. I'm looking to get list of contacts that have not donated within a certain amount of time to ...
0
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2answers
47 views

How to solve this error database looks to have been partially upgraded in CiviCRM

I Upgraded CiviCRM 4.6 to 4.7 latest version but when I try Import database using drush $ drush civicrm-upgrade-db this command that time showing this error. when I going to this path http://example....
6
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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 ...
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
34 views

Getting Error in running contact Report

I am using Hostgator shared hosting for CIVI CRM and Drupal.From few days, I am getting an error that Error writing file '/var/mysqltmp/MYCckA2E' (Errcode: 28)". I tried to change the queries and ...
1
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0answers
21 views

Donation summary report (Repeat) gives error Incorrect integer value: 'text string' for column 'source' at row 1

Drupal 7, CiviCRM 4.7.27, using the standard report "Donation summary report (Repeat)", I'm getting an unexpected SQL error Incorrect integer value: 'my custom source string' for column 'source' at ...
0
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0answers
26 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 ...
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 ...
0
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2answers
27 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?
1
vote
1answer
104 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
vote
1answer
16 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
vote
1answer
160 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
29 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?
1
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2answers
63 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 ...
1
vote
2answers
60 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
votes
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
vote
1answer
17 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
votes
3answers
200 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
votes
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 ...
1
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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 ...
0
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1answer
19 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 ...
1
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0answers
31 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
votes
2answers
182 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 ...
1
vote
2answers
45 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
votes
1answer
61 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, ...
1
vote
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
votes
3answers
107 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
votes
1answer
40 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
votes
1answer
50 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 ...
0
votes
0answers
94 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
votes
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
votes
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 ...
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 ...
1
vote
2answers
66 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
votes
2answers
68 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 ...