Questions tagged [civireport]

Questions specifically about CiviCRM's reporting system, CiviReport.

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4
votes
3answers
664 views

How should I generate a report (or view) showing contacts and people they have relationships to?

I would like to create a view, or custom report, whoever is easier, to show the following: -The names of all contacts in a specific group -Some of their contact information -The names of all contacts ...
1
vote
2answers
88 views

How can I make a custom report that displays info for three contacts based on relationships?

I've used Civix to make a duplicate of the default Relationship report, and I'd like to extend it to show basic information for a third contact. So we have Contact A and can specify criteria about the ...
2
votes
1answer
93 views

Export Price Set Field Labels

A customer of mine has a contribution page setup with a price set (different payroll options) and they have specific labels for each amount in the price set. When I go in to pull a custom report, I ...
11
votes
3answers
320 views

How can I adjust the fonts and layout of PDF reports?

I have managed to clean up the display of membership lists (civireport) to the satisfaction of our users by linking a CSS file to the report header, but I do not find how to adjust the font and layout ...
1
vote
1answer
28 views

Submit Button Hidden on Reports for adding contact to group

On CiviCRM 4.6.7 on Drupal 7, under the report settings, there is an option to add the report results to a group. There is no button present for submitting it. Upon reviewing the code I see this line ...
1
vote
1answer
64 views

Contact Report Filter: How to include Street Address?

I'm trying to create a contact report (summary) and Street Address is not among the filters. Is there a way to include it?
1
vote
0answers
43 views

Add membership start and expire date in contact report

Is there a standard way to add membership start and expire date (filterable) in contact report summary page? I was trying to get into each row and run custom query to get corresponding data but doesn'...
2
votes
1answer
60 views

Report on deleted contributions

When contacts are soft deleted, their contributions diseappers from the basic contribution reports. What is the best solution to be able to display reports of contributions both from active and ...
1
vote
3answers
71 views

Civisualize extension doesn't show up as available when uploaded to extension directory

I downloaded the master zip file from this extension to my extension directory of civicrm. https://github.com/TechToThePeople/civisualize I unzipped it in the extension directory. flushed cache. The ...
0
votes
1answer
58 views

Create new report from template is not working (CiviCRM 4.6.5)

When you go to /civicrm/report/template/list?reset=1 and for example choose this contact report template /civicrm/report/contact/summary?reset=1 ..and click on the button 'Create report' Then a popup ...
3
votes
1answer
83 views

How can I modify the Activity Report to display phone number?

I have built a report off of the Activity Report template and have been able to add all the columns I need EXCEPT target contact phone number. Email and many address fields are available in the "...
3
votes
1answer
127 views

What is the best way to avoid cartesian product on specific SELECT attributes?

I faced similar issue in some CiviReports where some of the Select attributes applied with Group function like SUM(), got affected due to LEFT JOINs. Let me provide further clarification on basis of ...
2
votes
0answers
58 views

Need help with error in creating a dashboard report

Trying to track down this error: Fatal error: Uncaught CRM_Core_Exception: [0: Transaction integrity error: Expected to find active frame thrown in civicrm/Civi/Core/Transaction/Manager.php on line ...
1
vote
2answers
81 views

How to model and report on unintentional underpayment and overpayment?

The type of underpayment or overpayment I have in mind is as follows. An organisation signs up for a membership valued at £100, opting to pay later. So there's a pending pay-later contribution for £...
4
votes
4answers
195 views

Sorting by clicking on column headers

I'm evaluating CiviCRM for my organization and noticed something about the demo report tables that concerns me. Hopefully I'm just missing something. Do I have to create a new report or modify an ...
1
vote
2answers
54 views

Can i print or save a pdf of all activities

I need to print or save as a pdf all activities for any of our contacts on civi. This would be used to report to meetings etc on work we have done with individuals who use our support services. at ...
1
vote
0answers
97 views

Activity Report does not allow grouping by custom fields

Using CiviCRM 4.6.4, I am trying to update the activity report to include the custom fields from the contact form. By using the following code they show up in the list but does not allow sorting on ...
0
votes
2answers
80 views

How to configure mail_report for every mailing?

I´m trying to configure the cron job mail_report. I need an email to be sent to the address example@myaddress.com every time a mailing is sent. The screen to configure it is in the following image ...
3
votes
1answer
373 views

civiCRM Cron only run one mail_report scheduled jobs?

I'm using CiviCRM 4.4.6 in drupal 7. In my scheduled jobs list, I had 3 scheduled jobs of membership report: report A, report B, and report C. These reports will send out email with different csv ...
5
votes
3answers
83 views

How to show civicrm toolbar in drupal also?

I have created some drupal views for civicrm. But the views pages are opening inside the drupal set up, where the civicrm toolbar is not showing. Now, how can i show the civi toolbar in the drupal? ...
6
votes
2answers
74 views

Can I get a notification emailed to me every time a contact with a certain tag is updated?

Our team would like to be notified any time a certain group of contacts are updated. Ideally this notification would contain the most current version of the contact profile, as well as the previous ...
1
vote
1answer
76 views

Report for user and assigned contacts (ACL)

I have a set of users that have been assigned access to specific contacts (ACL based off a smart group for each user) - for each contact I have added a set of custom fields that a user needs to fill ...
0
votes
1answer
50 views

Custom activity types do not appear in report filter

When creating a report from a template (specifically the Activity Report) custom case types are not available in the filter list.
0
votes
0answers
52 views

Relationship Extended Report produces errors

I have been getting errors when trying to run relationship report extension & from some reports from this template created in 12/14. We depend on these reports for much of our work. Can anyone ...
5
votes
2answers
154 views

CiviCRM Membership Status Change Summary Report

What is the best way to use CiviReports to show how many members changed from grace -> expired in a given month (summary), not detail report.
1
vote
1answer
85 views

Participant Status vs. Participant Status ID

Did I miss something or has there been a architectural change with these parameters? The search builder gives a list of the status options for both of these parameters, but for the Participant Status ...
2
votes
2answers
155 views

Bar graphs have disappeared

Bar and pie charts no longer render - and I didn't do anything on my end. I just get a little box now where there used to be a chart. I've cleared caches and just did an upgrade from 4.4.5 to 4.6.4 ...
2
votes
1answer
28 views

Omitting soft credits from reports

I need to omit soft credits from some reports. Financial reports currently double the amount of some contributions when the contributions include a soft credit. For example, matching donations are ...
3
votes
0answers
50 views

Contribution Report with total paid and balance fields?

Since partial payments were introduced in civicrm 4.5 is there any report available (core of extension) which allows to use "total paid" and "balance" as fields and filters?
3
votes
1answer
53 views

Report with household, individuals and contributions

I am tasked with creating a report on households and the respective members of the households and their contributions. Can anyone please direct me to any reports that are already available in CiviCRM ...
0
votes
2answers
100 views

How do I Add Contacts to Group from an Activity Report?

There is a choice in Activity Reports to Add Contacts to Group, on the top right - so I created a new Group and chose that Group, but there is not a button to click to complete the add. It's not ...
6
votes
1answer
49 views

Combining reports

I've created a few (membership) reports, and the client is happy. Only, they would like the csv output of the reports to be combined into one. Preferably with some headers in between. The filters of ...
2
votes
1answer
81 views

mail_report format parameter

When configuring a Mail Report to be sent via Scheduled Jobs, using 'mail_report' API call, I need to pass the 'instanceId' and 'format' parameters. For the 'format' parameter I have the options '...
1
vote
1answer
258 views

Missing fields and reports in database after migrating to a new server

What's the best way to migrate CiviCRM to a new a server? I haven't been able to get it to work. I've been following this guide. Here are the steps I've been taking to for the migration. 1.) SQLDump ...
1
vote
2answers
66 views

Report UI is broken in 4.6.2 and 4.6.3

We have version 4.6.2 and 4.6.3 installed in different sites, and just noticed that the new Reports tab interface UI is broken. You can click on the tabs but the main body of the report settings - ...
1
vote
1answer
61 views

Creating a report listing contacts grouped by an employer-group

How can I create a report that lists contacts & their employer, but groups them by a employer group? I.e. Sports John - Adidas Jane - Nike Food Jim - Kraft Jack - Nestle And so on.
5
votes
1answer
75 views

Is it possible to customise report export file names?

Is it possible to automatically name Report downloads (PDFs or .csv files) to reflect the report title? (This strikes me as being an obvious thing to do, so apologies if I've missed some equally ...
3
votes
2answers
239 views

How can I show groups in membership report columns?

I've got the request to display (certain) groups in the membership detail report. A lot has been written over time about customizing reports, and I'm not sure what info is up-to-date. This looks good: ...
3
votes
1answer
88 views

Possible error in Contributions and Membership Details report

When we run the Contributions and Membership details report for our organization, it reports 41 entries in the month: Row(s) Listed 41 Total Amount $ 1,320.00(44) Average $ 30.00 However, ...
5
votes
2answers
105 views

Use Drupal views to generate contact Reports in Civicrm

I have several different types of report's layouts/formats to print for Civicrm contacts. I know that, we can generate reports by 'Report' menu in Civicrm. But i want some suggestion about how much ...
5
votes
1answer
132 views

Civisualize - How does it work and what are the charts showing? [closed]

I need your help. I am trying to figure how CiviVisualse works. We would like to improve its current styling etc. To do this, I need to fully understand how the dynamic filter works agains graph lines ...
3
votes
1answer
80 views

How can I see a piechart breakdown of contributions by financial type this year?

The "Donor Report (Summary)" produces pie charts, however these seem to be only by date, even if I choose group by Financial Type. Also, it complains "Do not use filter on Date if group by Receive ...
4
votes
2answers
104 views

Aggregate Contributions Reports and fiscal years (and households, too)

We have a client with a July 1 to June 30 fiscal year. To filter by a timeframe, the CiviReport system for aggregate contributions insists on grouping by a time period, which is NOT a fiscal year (...
3
votes
0answers
145 views

Recurring Membership Price Set payments don't show after first payment

We have three different membership types configured in a price-set along with an option to add additional contributions. When someone subscribes for membership, they subscribe to all three membership ...
3
votes
1answer
94 views

Reporting on Premium Fulfillment

Membership in our organization currently includes a T-Shirt which is implemented as a "Premium" on the contribution page. Members must pick up their T-Shirt in person, so I'm looking for a way to ...
2
votes
1answer
61 views

Membership Report (Detail) not showing organizational members

I am using CiviCRM 4.6.2 under Drupal 7. When I run the "Membership Report (Detail)" report, it does not include the organizational members (by relationship). I can't seem to figure out how to include ...
8
votes
3answers
325 views

Is it possible to get point-in-time membership data?

My client needs to know: How many members did we have on date x Who were the members on date x Using "Find memberships" it appears that, though the UI allows it, combining the membership status ...
2
votes
1answer
80 views

Can CiviCRM's internal contact ID be exposed in reports?

Can CiviCRM's internal contact ID be exposed in reports? It doesn't look as though we can select it in the display columns listing for an activity report. (CiviCRM 4.5.8)