Questions tagged [civireport]

Questions specifically about CiviCRM's reporting system, CiviReport.

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3
votes
1answer
56 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
104 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
91 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
265 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
67 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
76 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
259 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
93 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
108 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
134 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
124 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
146 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
99 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
64 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
342 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
83 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)
3
votes
1answer
74 views

constituent detail report not working (timeout)

I am using CiviCRM 4.5.8, an instance with 18,328 contacts. No matter how long I set the max execution time of a page, I am getting a timeout when trying to view the constituent detail report (...
3
votes
1answer
133 views

Creating a public Member organisations directory with CiviCRM in Wordpress

i'm new to CiviCRM but i've been trying to Create a public Member organisations directory with CiviCRM in Wordpress. i've tried to configure a public report of members but it appears empty when i'm ...
3
votes
2answers
94 views

Error when trying to generate Activity Report after upgrading to 4.6.2

UPDATE: I upgraded to 4.6.3 and the problem persists. I can see that it's related to our petition, but beyond that I'm stumped. I'm having problems with other reports timing out too now, and we've ...
5
votes
2answers
873 views

How to add custom fields to membership report display columns?

We have a set of custom data for memberships. One field is 'radio' type for newsletter delivery preference: online, paper, both, none. We can filter on this custom field in membership reports no ...
4
votes
3answers
59 views

How can I track donor movement on CiviCRM?

Our organization is using CiviCRM on Drupal and I'm looking for a way to create, track, and report on solicitation plans -- essentially, having a report that forecasts income from a variety of ...
7
votes
1answer
200 views

What is the difference between Tracked Opens and Confirmed Opens

Does anyone know why there would be a difference/what the difference is between the "tracked opens" that you see on an individual mailing report and the "confirmed opens" you see when you run a ...
3
votes
1answer
117 views

How do I distribute CiviSurvey by email, and then analyze the results?

Can somebody help me to answer these following questions or refer me to some source to find out the answer: I've created a survey by creating the custom fields and custom data. How do I get this ...
2
votes
1answer
320 views

Why can't I export my report to pdf?

I have a problem (well, in fact, more than one Why can't I export a Contact Detail report to CSV?) with civiReport. I can't export my contact report to pdf. At first, when I clicked I only got a ...
3
votes
2answers
352 views

Why can't I export a Contact Detail report to CSV?

I have a problem with civireport. Since I've created and saved one report I can't export it anymore to csv. First, the export to csv was missing. I've tried this... http://forum.civicrm.org/index.php?...
1
vote
1answer
44 views

How Do IModify Report Criteria?

I am trying to customize a report (Contribute/Summary) to compute LAST YEAR "to date" totals (so I can compare them with how we are doing so far this year). I have created the new template/php files ...
3
votes
1answer
54 views

In CiviMail reports, how do I enable “Add these contacts to Group” for user levels other than Admin?

I want to enable other user levels to be able to add contacts to a Group based on a list of results in a CiviMail Report using 'Add these contacts to Group'. For example, a CiviMail Bounces Report ...
5
votes
5answers
300 views

How do I search for contacts with no contributions?

Is there a non-code way to search for contacts with no contributions recorded? (A search in search builder will only result in contact with contributions with null values, which is not the same as no ...
7
votes
2answers
760 views

Cron sending reports weekly

Sending reports by email is a really nice feature in CiviCRM. This is done by creating a specific cron job for each report. However, this will be sent only at the intervals given. And they are "daily"...
9
votes
4answers
440 views

How can I make it easier for users to generate the reports they need?

I am working with an organisation that uses CiviCRM to record information about their clients. They need to generate reports on a quarterly basis that summarise their work with clients. The reports ...

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