Questions tagged [civireport]

Questions specifically about CiviCRM's reporting system, CiviReport.

Filter by
Sorted by
Tagged with
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
167 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
38 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
44 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
112 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
99 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
70 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
32 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
87 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
120 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
34 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
88 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
45 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
156 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
79 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
102 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
127 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
144 views

Tableau integration with Civicrm

Can we integrate tableau with civicrm to get enhanced report functionalities?
1
vote
1answer
54 views

Civicrm Reporting

In Civicrm in Contact reports I used the template called Relationships. Our data is as follows: We have Household Members, those members reside in a Residential Community(in our cases Caravan Parks ...
2
votes
1answer
44 views

Is there a report that will group by source of contact?

We have stared to use the contact source field to designate how our contacts get into CiviCRM. (event, membership, donation, helpline call etc. I would like to be able to have a report that lets me ...
1
vote
0answers
20 views

Images in Reports

Is it possible to get a report with a list of names and their profile image? I have looked at some of the report templates, but I can't find where you can choose an image.
1
vote
3answers
65 views

Recording/ tracking time spent on Events

One of the activities of our organization is providing workshops etc. to the public. In order to facilitate all processes involved I have setup a coupe of events in CiviCRM. Each event represents a ...
3
votes
1answer
103 views

How to extend Database Log Report from Contact

I would like to extend standard functionality of Database Log Report generated from contact. For now there is list of standard colums, but there is no information about what changes was made in ...
1
vote
1answer
26 views

Report with filter 'yesterday' produces no result

When I create a report of contributions I can select a filter on 'Receive Date' of yesterday and any transactions with yesterday's Receive Date will be displayed. If I select a filter on 'Transaction ...
2
votes
1answer
33 views

Addresses not showing in walklist

I tried following this guide: https://book.civicrm.org/user/current/civic-engagement/everyday-tasks/ And created my surveys and reserved respondents but for some reason when we generate the report it ...
0
votes
1answer
19 views

Clearing A Report - Contribution Summary

I clicked on 'Contribution Details' report and it had a general list of names from my last time playing with it. I clicked on a specific name I wanted to do a report for and tweaked the settings to me ...
1
vote
1answer
33 views

CiviReport - Can Report Titles be sorted?

I've created about 20 reports under Event Reports but Civi seems to sort the report titles in order of creation. Is there way to have the report titles sorted alphabetically?
1
vote
1answer
36 views

Advanced Search gives different dataset than same search in Reports

When I use the Advanced Search or Search Builder to select a dataset the returned contacts are correct. If I do the same search using in CiviReport with the same search criteria one contact is ...
1
vote
1answer
13 views

CiviReports filtering on email adress

I want to display a report of all my contacts with a certain email adress ending, like "@gmail.com". I find many reports that display email adress as the result, but I fail to find any report that ...
1
vote
2answers
69 views

How to get name of Financial Type ID?

I am adding some custom code to the Bookkeeping Report so that each Financial Type's sub total is added to the bottom in the statistics. I have successfully done so, but I can't figure out how to list ...
0
votes
1answer
24 views

Is there a way to create a new group from report results (instead of adding to an existing group)?

I see that I can "add contacts to a group" from report results, but what if I need a new empty group? Is there a way to create a brand new group right from the report preview?
1
vote
1answer
131 views

Tags in contact reports

Using Civi 4.74 combined with Joomla 3.5 WE're looking to include tags in our contact reports but there's no obvious way to do so. What are we missing?
3
votes
2answers
78 views

Differences in results between 'Find Cases' and a 'Case Report'

Using 4.6.10 currently, although aiming to update shortly, I've created a case summary report from the template that simply lists all cases that are either 'ongoing' or 'urgent'. This lists 10 cases. ...
2
votes
2answers
109 views

does CiviCRM have the capability to handle approx. 70 pieces of data per customer?

I am a contractor working for the Department of Tourism in Vanuatu and we are looking at purchasing CiviCRM. We are also in the process of developing our first ever comprehensive survey for the 1,000 ...
1
vote
2answers
56 views

How to have a Detailed Membership Report filtered/sorted by pertaining Organization

I have several Organizations I need a Report which displays the following columns : Organization, Membership Type, Member (first and last name), email, Phone, Status I would like this Report sorted ...
1
vote
2answers
43 views

Total Donations By Contact

I am looking to pull a report that has the donation total for each contact. Basically the top donor report but for all donors. What report will give this to me. Thanks, Josh
2
votes
1answer
14 views

What setting is this asking me to change?

I created what I thought was a simple custom report and am receiving the the following error message. I can get to the file, and normally I can stumble through deciphering what Civi is trying to tell ...
1
vote
1answer
43 views

Event Reporting

I am trying to create an Event Report using the Event Summary template. What I need is a summary based on the fee level. I see the fee label, but not the fee level. Is there any report out there using ...
2
votes
2answers
118 views

Which SMS Gateway / Service providers are available?

We are an NGO that would like to use SMS to send out reminders for events and feedback tool. Which providers are supported by CiviCRM?
2
votes
2answers
87 views

Extended Reports Bug?

I have recently installed the Extended Reports Extension within civiCRM. However, I am noticing some strange behavior when I attempt to make a template. Within the Bookkeeping with extra fields ...
1
vote
1answer
35 views

how do I exclude blank or null in a report

I'm currently trying to set up a simple report for bookkeeping transactions for the last month. It's was great except for the fact it is also including paypal fees on top of the full transaction ...
1
vote
2answers
165 views

Coding Custom Report

I'm having some trouble coding a custom report. I found the following tutorial which was helpful, but I'm having trouble with the actual coding as I am still new to civiCRM developing, and I haven't ...
2
votes
1answer
40 views

Change Column Name in a report

Where would I go to change a column name in a report? I need an event summary report. There are 2 columns that list out the Registered/Attended/Pending etc. Those column names are very long and I ...
2
votes
1answer
19 views

Need to make a group of members who have been members for 5 consecutive years

People who have paid member dues for 5 consecutive years get a discount. We do not have rolling membership. jan 1 to dec 31 with a grace period of 6 months. I think that due to how the info was ...
0
votes
3answers
75 views

How to create a new report

I need to create a new report, an italian postal bulletin for donation or subscription, as in the below image. Do you have any suggestions on where to start? I mean: I must create an extensions? ...
1
vote
1answer
33 views

How can we add Batch information to the Bookkeeping report?

Batch name/title information does not show up in the columns available to the Bookkeeping report. Is there a way to add this? As an alternative, we would also be open to creating a new bookkeeping "...
2
votes
0answers
46 views

How to exclude trashed contacts from CiviReports

I am just getting my feet wet with CiviReports using a basic CiviReport template to create a snapshot of our membership by categories. Simple enough, but the counts on almost each category were ...