Questions tagged [civireport]

Questions specifically about CiviCRM's reporting system, CiviReport.

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98 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 ...
4
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2answers
48 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
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
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2answers
74 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.
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1answer
82 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
40 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
40 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
45 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
42 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 ?
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0answers
28 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
55 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 ...
2
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3answers
189 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
39 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
36 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
45 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
39 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
37 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
61 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
50 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
96 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 ...
2
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4answers
121 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
84 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 ...
2
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1answer
54 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
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2answers
357 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
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2answers
49 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
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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 ...
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2answers
68 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 ...
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3answers
59 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
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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
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1answer
39 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
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3answers
100 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
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1answer
186 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
20 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
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2answers
31 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
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0answers
57 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
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2answers
60 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
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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
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1answer
61 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
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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
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1answer
33 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
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3answers
93 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
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2answers
34 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
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1answer
44 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
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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 ...