Questions tagged [civireport]

Questions specifically about CiviCRM's reporting system, CiviReport.

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2
votes
1answer
97 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
72 views

Parse error just appeared

Our volunteer group uses Civicrm. It runs under Drupal. We host with ..(cough cough) Godaddy. Recently their Cpanel automatically switched us from PHP 5.4 to 7 and our Civicrm 4.7.7 crashed with ...
2
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2answers
36 views

Participant's Notes is not available in Reports

I use Civi 4.7.27 on Drupal. In the edit event registration dialog for a participant, there is a field for 'Notes' about this participant. How can one add this 'Notes' field in a participants report?...
2
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1answer
32 views

Using an excel membership number list to compile a civi report of linked addresses

I have a list of membership numbers of approx 80 people. I need to use these numbers (saved in an excel spreadsheet) to run a report in Civi which will pull all the addresses and names linked to those ...
2
votes
3answers
92 views

How to update custom report template

I am using 4.7.13 on two different sites. On one site, when I update the class and refresh my custom report, all of the changes are visible. On the other site when I do the same thing, the changes are ...
2
votes
1answer
32 views

Report for Unbatched Contributions

We use Civi accounting batches to export our contributions to an external accounting program. The office manager has asked me to create a report (in Drupal or Civi) that will show all contributions ...
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 ...
2
votes
3answers
83 views

CiviReport: Cannot remove Contact ID filter

Suddenly a filter on Contact ID is unexpectedly appeared on my "Constituent Detail" report. Since Contact ID is not one of the fields enabled for filtering, I cannot remove it. So, every time I want ...
2
votes
2answers
57 views

Passing a drupal field to civicrm report

We'd like to pass a Drupal field (Organic Group that a user belongs to) to a CiviCRM membership report. Has anyone done this and could give pointers or an example?
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 ...
2
votes
1answer
81 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)
2
votes
1answer
310 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 ...
2
votes
1answer
19 views

Using CIVICRM to manage a Fundraising Dinner

We run a fundraising dinner once a year, approx 400 people, mainly couples. what would be the best way to a: set up an event that we can enter couples as contacts (we have to write to them post ...
2
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1answer
23 views

How to remove “Report URL” from emailed PDF reports header?

I would like to remove the link from a report email header. Is it easy to achieve? thanks
2
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1answer
40 views

Click to go to contact record from report [duplicate]

When i am viewing contacts in a civireport if i click on the persons contact name i am taken to the "view contact detail report" which is basically the Constituent Report (Detail). Is there a way to ...
2
votes
1answer
25 views

Inconsistencies in the Contribution Detail report

I'm trying to chase down an inconsistency someone reported in the Contribution Detail report. It doesn't happen with all contacts (in fact I've only seen it in the one they reported, so far). There ...
2
votes
2answers
41 views

Custom report: how can I add a filter for a dbAlias field?

In a custom report -> I've created a field 'civicrm_contribution' => array( 'dao' => 'CRM_Contribute_DAO_Contribution', 'fields' => array( ... 'amounts_ytd' => array( ...
2
votes
1answer
16 views

How do I run a report for an event

How do I run a report on an event that includes things such as participant name, email and organisation they are from?
2
votes
1answer
15 views

Getting an error trying to add contacts to a group from an activity report.

Getting this error when trying to add contacts to a group from a report. Table 'childpsy_civicrm.Array' doesn't exist It's this 'xxx_civicrm.Array' doesn't exist that puzzles me. I'm getting it on ...
2
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1answer
24 views

can CiviCRM reports be archived?

Is there any way to archive reports in CiviCRM so they are still available but no on the long list of reports?
2
votes
1answer
38 views

OR operator in reports - How to draw a Participants report where A OR B?

How can I use the OR operator in a Participants report? I need a simple A OR B report, and I can only find how to do A AND B.
2
votes
1answer
16 views

How to add “Family Member Information” Columns to Event Attendee List report?

Is it possible to add Family Member Information columns to this screen? I run a youth program and it would be helpful to be able to pull emergency contact information when running the report. Very new ...
2
votes
1answer
11 views

CiviReport - development recognition report

We need a donor recognition report that - for lifetime or a period of time (last FY for example) - will count totals per donor and include soft credits in the totals. Is this something that can be ...
2
votes
2answers
25 views

Appearance of Client Names

Why do some of the names entered show up as firstnamelastname and others as last name, first name on my reports? Thanks!
2
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2answers
60 views

civicrm report access

I am trying to limit access to reports using acl/groups as mentioned in the userguide : https://docs.civicrm.org/user/en/4.7/reporting/set-up/#define-report-settings However, the field to set this ...
2
votes
1answer
48 views

Should deleted Participant contributions appear in the report Event Income Report?

At Event Income Report (both Detail and Summary), in the results, contacts deleted with contributions are counted. I tested it in dmaster and have the same behavior. Obviously, it's because in the ...
2
votes
1answer
44 views

Sybunt and Lybunt Report fields

I'm confused why Organization Name and Prefix are in the Lybunt report but not in the Sybunt report. They both have 'fields' => $this->getBasicContactFields(), which I thought included these ...
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 ...
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 ...
2
votes
1answer
90 views

Selecting location type or multiple email/phone fields in Reports

Is it possible to select a location type for default contact reports, or is it just hard-coded to use the Primary address/email/phone? Also, would it be possible to list a report with multiple email ...
2
votes
1answer
94 views

How do I configure printing to format properly?

We have a WordPress install that has never had the report printing formatted properly. A report list does not have columns and rows with lines around cells. Attached is an example from my system and ...
2
votes
2answers
205 views

Is it possible to change the Invoice numbers that are used in CiviCRM?

I have a customer that is wanting to customize/assign invoice numbers to each receipt/invoice for event registrations rather than the long and completely random ones that CiviCRM puts out and not just ...
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
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 '...
2
votes
1answer
36 views

“Post Code Suffix” in Reports is the same as “Postal Code”

I'm running CiviCRM 5.10.4 on top of Drupal 7.63 on Debian, with localisation. My contacts have UK-style postcodes with the first half (e.g. "M19") stored in "Postal Code" and the second (e.g. "3JD") ...
2
votes
1answer
26 views

How to delete a membership report

I have copied an existing report template for my own use with the intention to use it for my search options. I don't understand how I can name it as I wish. How to rename a report when copying? How ...
2
votes
1answer
65 views

CiviCRM report for Case activities listing Case data

I would like to generate an Activities report (eg upcoming scheduled activities) which includes case data (eg case ID, case Subject, case Role contacts, case custom fields) of the case to which each ...
2
votes
1answer
45 views

Reports show 4 warnings after upgrading from 5.4 to 5.10

I run Civi on Drupal. After upgrading from 5.4.0 to 5.10.0, any report I open shows 4 warnings at the top: Warning: Illegal string offset 'attr' in HTML_QuickForm_advmultiselect->toHtml() (line 807 ...
2
votes
1answer
30 views

Transaction Date in Extended Report

Using the "Bookkeeping with extra fields" template, I noticed I was occasionally missing some transactions whenever I filtered on Transaction Date. I believe the issue is caused by the filter using ...
2
votes
2answers
50 views

Report with Payment Processor [duplicate]

I'm trying to get a report with the name of the Payment Processor that was used for each online Payment. I'm not able to get this to work. Been though the API trying to track the data but not that ...
2
votes
1answer
12 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....
2
votes
1answer
33 views

event income reports

I'm not getting the results that I expect from the event income reports. I've used the "No-show" status for people who have paid but don't turn up to the event. However the report only seems to ...
2
votes
1answer
47 views

BI/ Reporting Tool

Any recommendations on a Business Intelligence/ Reporting Tool? I have used Crystal Reports, IBM Cognos and Oracle Answers in my working life. I am now retired and helping a small community ...
2
votes
1answer
32 views

Membership Details Report doubt about Grouping

In the Membership Detail Report there is the tab 'Grouping'. Is this tab really necessary? Every membership has an unique id so it doesn't seems logic to group by this field. I did some test in my ...
2
votes
1answer
32 views

Does changing a price set for an event retroactively change reports?

If a price set is changed in terms of prices etc will that affect reports for past events that used that same price set? If it did do that we would have a huge list of price sets just to maintain ...
2
votes
1answer
40 views

Community centre crm: courses, attendance, reporting

We're trying various different CRMs and systems, looking for a best fit before customisation. As well as CiviCRM, we're looking at Zoho and some others. Please could I ask you opinion on CiviCRM's ...
2
votes
2answers
45 views

Word replacement error

I have a problem in word replacements as well. It is not getting replaced in all places. Tried replacing "contributions" with "donations". the change is not getting reflected in CiviReport, while in ...
2
votes
1answer
53 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 ...
2
votes
1answer
41 views

Give a Wordpress User Only rights to his clients and report

first of all i want to say CiviCRM is a wonderful!! I have a CiviCRM installation with a lot of clients in it. Also there are 20 users. I use a Wordpress bases installation of CiviCRM. And each user ...
2
votes
1answer
20 views

How to output 'Event Source' field for attendees of an event?

I am using the Event Source field to record table hosts for an event. However, the event reports do not have the option to select 'event source' as an output column... Do I need to make a custom ...