Questions tagged [civireport]

Questions specifically about CiviCRM's reporting system, CiviReport.

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3
votes
1answer
121 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 ...
3
votes
1answer
26 views

facilitators viewing registration responses

We have co-facilitators for our instructional events who are not staff. We want them to be able to view the complete registration profile responses (i.e. 'registration info') prior to their event in ...
3
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3answers
139 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 ...
3
votes
1answer
105 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
81 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
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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 ...
3
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2answers
144 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
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1answer
31 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
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3answers
211 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
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3answers
127 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
95 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
81 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
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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 ...
3
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1answer
28 views

How to get rid of  when exporting report to CSV file

How to get rid of  when exporting report to CSV file. running report
3
votes
1answer
29 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
2answers
31 views

CiviReport - Error when registering new Report

I've generated a new report in my extension, but when I try to register it with CiviReport, I'm getting the following DB error: Database Error Code: Field of view 'sporti62_wp4....
3
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1answer
52 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
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1answer
26 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
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2answers
177 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
553 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
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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 ...
3
votes
1answer
134 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
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2answers
95 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
27 views

CurrentUser function in Reports?

I'm wondering if it is possible for the "Assignee Name" field in a report to have a Current User function. My goal is to create 1 report for the CiviCRM Dashboard where users can see all the ...
3
votes
1answer
32 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
40 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
1answer
60 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 ...
3
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2answers
33 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
90 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
164 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
60 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
178 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
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
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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
0answers
351 views

Warning: htmlspecialchars() expects parameter 1 to be string, array given in …/civicrm/packages/HTML/Common.php on line 144

Has anyone else seen the above error under Joomla and CiviCRM 5.11.0 when running the Event Report: Attendee List? I've done a bit of troubleshooting and it appears it seems when a custom form value ...
3
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0answers
43 views

Fix for column names breaking the 64-character limit

I'm trying to generate a report using custom fields and I am getting nativecode=1166 ** Incorrect column name This happens when the report is trying to generate temp tables using an alias as the ...
3
votes
1answer
178 views

Connecting Power BI to Civi

Has anyone tried to connect Civi to Power BI? I'm considering using this platform for some more in depth analytics.
3
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0answers
116 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
85 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
54 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
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
2answers
91 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
1answer
52 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
93 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
84 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
58 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
24 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
75 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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