Questions tagged [civireport]

Questions specifically about CiviCRM's reporting system, CiviReport.

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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 ...
3
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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. ...
3
votes
2answers
57 views

Can I report data from a disabled custom field or option?

I'd like to disable some custom field fields, because we no longer want users to enter that data. But then I can no longer see the field in report filters. Is there another way I can get that data out ...
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 ...
3
votes
2answers
132 views

Is there a way NOT to email if a report with no result

I need to email a report weekly to a department within organisation. Report usually sent via scheduled job in Pdf format. If there's no result an email still gets sent. Is there way NOT to email an ...
3
votes
1answer
29 views

How can I tell which template a specific report instance is based on?

If I look at a report instance, how do I know which template it comes from?
3
votes
3answers
200 views

Custom fields of type select not displaying in Activity Report

A site I'm working on has recently been upgraded to version 4.6.32. Since this upgrade the client is no longer able to see data from some of the custom fields in the Activity Report. Custom fields ...
3
votes
3answers
107 views

Best Way to Print Case Activities

I've been thinking about different ways to create a report that displays case notes (in other words, case activities). These are the two options I've considered, but with some limitations. How do you, ...
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, ...
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 ...
3
votes
1answer
52 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 ...
3
votes
1answer
28 views

Rounding differences between Contribution and Bookkeeping reports

I am using Drupal 7.66 and CiviCRM 5.10.4. There is a small difference between the total of a Contribution report and a Bookkeeping report using the same filters and therefore intended to produce an ...
3
votes
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?
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 ...
3
votes
1answer
538 views

How does using CiviCRM compare to using NationBuilder?

Have you used or tried out NationBuilder.com, a US-based commercial not-free CRM used for political and community advocacy? What does CiviCRM do better, or worse? I prefer Civi but looking for more ...
3
votes
1answer
28 views

Is “Total Paid” in a report really supposed to show Amount Paid plus fees?

I am for the first time retrieving payment data for event participants through CiviReports. One of my columns is Total Paid, but for those who registered and paid online, this column shows numbers ...
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 ...
3
votes
1answer
127 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
90 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 ...
3
votes
1answer
29 views

CiviReports issue with boolean fields

I recently noticed that boolean fields (Deceased, Do Not Email, Do Not SMS, etc) are all displayed as "Yes" on contact and membership reports, regardless of their actual values. The data itself is ...
3
votes
1answer
38 views

CiviReport 'insufficient permission' error running financial report after update to 4.7.29

Only since upgrading CiviCRM to 4.7.29 from 4.7.11 (on Drupal), one of my users with 'editor' role is unable to run a financial report. The error she sees is: "API permission check failed for ...
3
votes
2answers
30 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: ...
3
votes
1answer
84 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 ...
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 ...
3
votes
2answers
59 views

1 hour discrepancy between created_date field in MySQL and CiviCRM report output

I hope I have a strange, but straight forward issue -- there's a 1 hour offset SOMETIMES in the created_date field in civicrm_contact table, and what gets outputted in a CiviCRM report (see 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 ...
3
votes
1answer
64 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
0answers
24 views

Need a list of past event participants and several years are gray, can't access them

when i search for events they all show up, but some of them are grayed out and I can't access any information: I get this error-- An error has occurred. 0 @import url(/administrator/components/...
3
votes
1answer
64 views

How can I change column width on printed reports

How do I change the width of columns on printed reports. Some columns are too wide and some are too narrow.
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 ...
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
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
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
50 views

Why does the Constituent Summary & Detail reports contain deleted contacts? (or, how to remove them?)

The constituent summary & constituent detail reports both contain deleted contacts - this is 4.7.21 (and 4.7.23) under Drupal. I verified the problem on this demo site. This doesn't seem right ...
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 ...
2
votes
2answers
56 views

How to print reports with non-English characters like accents?

We have instances of CiviCRM in Spanish and Catalan. When we try to print some reports the Spanish and Catalan specific characters (accents, umlauts, etc.) are printed with a wrong charset. E.g. It ...
2
votes
1answer
23 views

Delete a Missing Case

I ran a Case Detail Report to see a list of cases because my Views table count was not adding up. I realized from this report that there is a case with an "Active" status that does not have a Contact ...
2
votes
2answers
68 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
votes
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 ...
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
1answer
19 views

CiviReport Max Participants

I currently generate an Event Report of upcoming events that shows how many participants are registered for each event, but I'd also like for it to show the max participants allowed. When looking ...
2
votes
2answers
114 views

How do you display custom Contact fields in Membership reports?

I have created some custom fields for Contacts and want to display these fields in a membership report that we call member mailing list. However I am unable to see the custom fields for Contacts as ...
2
votes
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 ...
2
votes
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 ?
2
votes
3answers
186 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 ...
2
votes
4answers
116 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 ...
2
votes
2answers
347 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. ...
2
votes
2answers
28 views

Symbunt Report: I need Advanced time period option

I want to track who has donated to our non-profit through a time period (2010-2013) but want to exclude donors who have given since 2014-present.