Questions tagged [civireport]

Questions specifically about CiviCRM's reporting system, CiviReport.

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2
votes
1answer
48 views

Direct link to a CSV-formatted report

I'm using CiviCRM as a WordPress plugin. I've created a report with a URL like: https://example.com/wp-admin/admin.php?page=CiviCRM&q=civicrm/report/instance/123 I can visit that page and click ...
2
votes
2answers
330 views

Special Characters are not Managed in CSV Export

In Reports, special characters are displayed correctly. But when I export a Report to a CSV file, special characters are not displayed Ex.: Hélène (in the report) becomes Hélène in the CSV file. ...
1
vote
2answers
48 views

What tables are used for civicrm reports?

I need to know what tables and fields are used for the CiviCRM reports, I've been dealing for several weeks trying to see why an updated site from CiviCRM 4.2 to 4.7.16 on Joomla is not showing any ...
2
votes
1answer
41 views

Give a Wordpress User Only rights to his clients and report

first of all i want to say CiviCRM is a wonderful!! I have a CiviCRM installation with a lot of clients in it. Also there are 20 users. I use a Wordpress bases installation of CiviCRM. And each user ...
1
vote
2answers
62 views

How to supply user input to custom visualizations with Civisualize

I'd like to make a custom visualization with Civisualize but the visualization requires the user to first provide some input through several form elements. None of the visualizations that I see within ...
1
vote
3answers
56 views

CiviCRM upgrade from 4.2.7 to 4.7.13 fails to show any report

CiviCRM was updated from 4.2.7 and right now is even updated to 4.7.16 but when we try to get reports and even try to click on "Refresh Results" it shows nothing, not even an error about it. The ...
2
votes
1answer
48 views

Should deleted Participant contributions appear in the report Event Income Report?

At Event Income Report (both Detail and Summary), in the results, contacts deleted with contributions are counted. I tested it in dmaster and have the same behavior. Obviously, it's because in the ...
1
vote
1answer
34 views

Is calling the api in a report template 'bad form'?

Just a small question - but I've been asked to add 'Address Location Type' as a column in a report. At least as of our civiCRM version (4.7.13) the address seems to me to only contain the location ...
3
votes
3answers
98 views

Is it possible to make the UI simpler?

My organization uses CiviCRM and we are contemplating moving away from it, but before we make that decision I wanted to canvass this site for some information. I'm not incredibly familiar with the ...
0
votes
1answer
182 views

CiviCRM 4.7.15 reports keep giving DB Error: syntax error

The site was moved to a different server and updated from a 4.2.7 version to 4.7.15 and everything seemed to be working but every report we try to open just keeps giving this error: https://www....
1
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0answers
19 views

Could the email address at the time of a Bounce be frozen into the Mail Bounces report?

Mailing Reports > Mail Bounces (CiviCRM 4.7.9) If the email address of a contact is updated, earlier Mail Bounces show the updated address instead of the address when the bounce occurred. The address ...
0
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1answer
14 views

How to report all event payments

The CiviReport's Event Income Report (Detailed) does not show each payment. How can I show (and hopefully total) all the payments registered in the system in one report?
3
votes
2answers
27 views

Send alert if smart group contains any contacts

The problem: I'm trying to monitor daily for contacts meeting certain criteria, and would thus like to have a way to receive a scheduled email if a smart group contains contacts. Possible solution: ...
1
vote
0answers
54 views

Civicrm profile field values using same record type goes missing/overwritten

I have created a CiviContribute profile with multiple postal code fields of record type contact. All these profile fields have different labels and sub-type. But when a user makes a contribution, only ...
1
vote
2answers
56 views

Adding Organization filter to Event details report

I have a report that I've modified from the Attendee List report under the Event Reports, but it's missing the ability to filter by organization name. Essentially, the purpose of the report is to pull ...
0
votes
1answer
23 views

CiviReport - Add days to Transaction Date for Estimated Deposit Date

Our Treasurer has asked for a report that will help him reconcile the monthly bank statement more efficiently. As with most financial services vendors, our vendor (iATS) has a delay between the ...
1
vote
1answer
57 views

event report - export events added only

I want to run a report of events only. I want to be able to export the list of events to excel and share with my team. I don't care about fees or participants.
5
votes
1answer
37 views

Presales / Functionality Question

Presales Question… I’m trying to determine which features can be turned on & off with this CRM system, so I have a couple of questions I need to ask based on the scenario that I’m trying to solve ...
2
votes
1answer
32 views

Report for Unbatched Contributions

We use Civi accounting batches to export our contributions to an external accounting program. The office manager has asked me to create a report (in Drupal or Civi) that will show all contributions ...
0
votes
3answers
86 views

How to remove 'view' link in reports?

Can't seem to find an answer. Exporting PDF and Print reports for event check-in sheet at the front door. Want to either remove the link or the default Last/First name column to stop the 'view' link ...
4
votes
2answers
32 views

Repeat Contributions Report - Where Is Data Pulling From?

We are new to CiviCRM and have just started importing data and running checks. We have imported the last five years of our donor contribution information and all of the data is correct in the ...
2
votes
1answer
43 views

Sybunt and Lybunt Report fields

I'm confused why Organization Name and Prefix are in the Lybunt report but not in the Sybunt report. They both have 'fields' => $this->getBasicContactFields(), which I thought included these ...
1
vote
1answer
30 views

Totals without showing each contact in Contact related reports

Is it possible to have contact reports with listings that do not initially show each contact as a row but displays only the totals for the sorting groups? I have thousands of contacts and want to ...
2
votes
1answer
20 views

How to output 'Event Source' field for attendees of an event?

I am using the Event Source field to record table hosts for an event. However, the event reports do not have the option to select 'event source' as an output column... Do I need to make a custom ...
1
vote
2answers
46 views

Thank You Letter Report

How can I include the "Thank you Sent Date" filed in a report
1
vote
0answers
12 views

Testing email set up of reports

Contribution report set up to email weekly, I have added CC email adresses and need to check if this works now and not wait a week
0
votes
2answers
119 views

Can't save reports

I'm using CiviCRM 4.7.11 on Drupal. For some time now (not sure how many minor versions) it has not been possible to create reports or to save changes to any reports. The button ("Update Report", I ...
3
votes
1answer
82 views

How do I add a 'CiviCRM ID' column to an activity report?

I want to add the CiviCRM ID to the csv report to allow for reloading the activities once some amends have been made? The problem is it is not an option anywhere within the create a report area. Can ...
8
votes
4answers
130 views

Can you save an advanced activity search?

After using Advanced Search to create a pretty detailed search on activities, I need to save it. If my search results were contacts, I could create a smart group based on the search which would ...
3
votes
1answer
24 views

How can I find out how many individuals are inputted onto our civi system

I need to know how many families and individuals we work with each year. How can civi tell me these figures?
3
votes
2answers
152 views

How can I export civicrm contribution along with its price set fields?

I want to export the civicrm contributions. I want the priceset fields to be included in the report. I am trying to export them in Contributions->Find Contributions->Export Contributions While ...
2
votes
1answer
31 views

How to count event attendees with price sets and multiple bookings?

I am using price sets with events. In all the reports it has 'Fee Level' and it looks like this Two Day Passes - 2, I can count the number of people who registered, but not the number of passes sold ...
0
votes
1answer
42 views

Update Reports not available after Upgrade to 4.7.10

After Upgrading to 4.7.10 from 4.7.8, it looks like the Reports have lost some of their features. The buttons for Preview Report, Update Report Save as Copy at are not displayed anymore. Here is the ...
3
votes
0answers
111 views

How to create a better report template that includes CiviDiscount codes?

We are working in civiCRM 4.6.4 with Drupal 7.50. Our goal is to have a report template where one can pull up a list of event participants (possibly for multiple events) who used a specific discount ...
1
vote
1answer
97 views

How to add case fields to activity report?

Is it possible and what's the best way to add case fields (e.g. case type) to an activity report whilst still ensuring civi can be updated easily? I'd imagine those aren't default options because not ...
1
vote
1answer
69 views

Runtime Exception Booted CiviCRM, but failed to find 'api/class.api.php'

I created an extension module with civix then cd'd to the module directory and tried to create a custom report based on a copy of an existing report. I used the following command: $ civix generate:...
0
votes
1answer
48 views

Report Preview PDF not working in 4.7.6

We are finding that a membership report and Preview PDF often goes to a page not found error. It seems to depend on the fields selected -- the fewer fields then better chance of getting a PDF to ...
2
votes
0answers
27 views

Where does the “Mailing” data come from in the Mail Opened Report?

When we run the Mail Open Report and include the "Mailing" Field it does not return consistent data. We expected it to return the latest mailing opened but it does not and the title of the mailing is ...
0
votes
1answer
24 views

Multi statement queries in Civireport

I am building a custom report that, due to its complexity, requires multiple SQL statements including the creation of temporary tables. I have developed the queries in MySQL workbench and they work ...
0
votes
1answer
77 views

Can a Scheduled Job using mail_report send Reports as HTML in the e-mail body, rather than as a PDF attached to the e-mail?

We're on CiviCRM 4.6.19 and Drupal 7.50 . I'm having problems with six daily Scheduled Jobs to send reports using Job and mail_report and instanceId=x. Three of the reports get sent successfully, ...
3
votes
2answers
111 views

Importing CiviCRM Transactions into quickbooks

I'm wondering whether to start invoicing with Quickbooks and I am wondering if when I upload civicrm transactions into quickbooks if it will automatically link the payment to the invoice? Can ...
0
votes
2answers
31 views

Custom mailing report

I am using civicrm 4.7.7 on Drupal 7. How can I create a report of all mailings sent with CiviMail reporting the data of contacts that opened/clicked/replied the mailing? Thanks in advance
1
vote
2answers
77 views

Display all Contributions with event, membership etc details

Excuse me if I'm probably missing something obvious here... Civi 4.6.18, Drupal 7.44 I want to build a simple report that shows: Contribution fields, Contact name, Event name (if it came from an ...
2
votes
0answers
42 views

Smart groups and date checks

I am trying to create a smart group that always returns the list of contacts whose membership end date is the end of the previous year or earlier (these are lapsed members and we need to chase them ...
2
votes
1answer
51 views

Has version 4.7 introduced an Activity Date filter problem with activity reports?

Since upgrading to 4.7 we have had the following problem: Created a new Activity (contacts) report with - the Activity Date filter set to This week - the Navigation Menu Link To set to View ...
3
votes
2answers
140 views

CiviCRM REST API query doesn't return all fields of a 'Report'

I have been trying to retrieve reports based on default report templates through REST API calls. But the fields returned for each report instance is not same as what it is supposed to according to a ...
1
vote
1answer
71 views

Show Event Custom Fields in Reports

I have an event with custom fields that I use to collect information relevant to each participant's registration (for example, number of guests accompanying, seat preference, etc.). When I view the ...
1
vote
2answers
45 views

Add county to reports

I'm looking for a way to add sorting and/or grouping by county to reports. Specifically, Membership Details and constituent Details. I've tried a bit of monkeying with the PHP but I don't seem to have ...
0
votes
1answer
113 views

Civicrm report:Bar chart and Pie chart support for different modules

Does civicrm support bar & pie chart report for all modules?? and if not then can we do it with custom templates?
4
votes
2answers
137 views

Tableau integration with Civicrm

Can we integrate tableau with civicrm to get enhanced report functionalities?