Questions tagged [civireport]

Questions specifically about CiviCRM's reporting system, CiviReport.

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2answers
53 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
35 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
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1answer
58 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
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1answer
33 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
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1answer
50 views

How to hide configuration tabs of a report with the “print to pdf” action remaining active?

I want a category of users can access some reports, view the results on the screen and print them to PDF. And to prevent any modification of the criteria, I want all the report configuration tabs to ...
2
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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
41 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
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2answers
50 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
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1answer
42 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
21 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 ...
2
votes
1answer
42 views

How to count event attendees with price sets and multiple bookings?

I am using price sets with events. In all the reports it has 'Fee Level' and it looks like this Two Day Passes - 2, I can count the number of people who registered, but not the number of passes sold ...
2
votes
1answer
51 views

Has version 4.7 introduced an Activity Date filter problem with activity reports?

Since upgrading to 4.7 we have had the following problem: Created a new Activity (contacts) report with - the Activity Date filter set to This week - the Navigation Menu Link To set to View ...
2
votes
1answer
47 views

Is there a report that will group by source of contact?

We have stared to use the contact source field to designate how our contacts get into CiviCRM. (event, membership, donation, helpline call etc. I would like to be able to have a report that lets me ...
2
votes
1answer
14 views

What setting is this asking me to change?

I created what I thought was a simple custom report and am receiving the the following error message. I can get to the file, and normally I can stumble through deciphering what Civi is trying to tell ...
2
votes
1answer
43 views

Change Column Name in a report

Where would I go to change a column name in a report? I need an event summary report. There are 2 columns that list out the Registered/Attended/Pending etc. Those column names are very long and I ...
2
votes
1answer
64 views

How do I restore a default report template?

Using WP and current CiviCRM. We changed a default Report Template. Is there a way to restore a default report template?
2
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1answer
43 views

Customize Bookkeeping Transactions Report: Print custom field option value instead of name/label

I am using custom fields to store additional (cost accounting) data for contributions. Using the bookkeeping transactions report, I am able to export the data. However, when we are trying to import ...
2
votes
1answer
61 views

Report error: Bad menu record in database

I'm using drupal 7 with CiviCRM 4.4.6 This error appear frequently when I view my report (including dashboard): Bad item Array ( [path] => /6 ) Sorry but we are not able to provide this ...
2
votes
1answer
47 views

Contribution Detail Report- “contact name suffix” isn't showing up as one of the possible report criteria

I'm trying to create a Contribution Detail Report and the "contact name suffix" isn't showing up as one of the possible report criteria. Please advise!
2
votes
1answer
61 views

Should CiviMail report show bounces when using the Mandrill extension?

Drupal 7.36 - CiviCRM 4.5.8 - Mandrill Transactional Emails 1.5 The system is correctly putting a hard bounce contact on hold, the soft bounce is not yet on hold. But I am not seeing the bounces ...
2
votes
1answer
61 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 ...
2
votes
1answer
29 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 ...
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 ...
2
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0answers
8 views

Getting more detail about transactions/ invoices/ donatons

I'd like to get more detail on what exactly each transaction contains. The report I have lists the donor, transaction number, date, amount and note. It's possible to get the shipping cost by drilling ...
2
votes
1answer
32 views

Default Value for Custom Field

I have a created a custom group and a custom field within that group. One of the Custom fields is Date. Is there any way to autoload 'current date' (today) in the default value field Using a hook or ...
2
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0answers
27 views

CiviCRM Report only showing 50 records

Do anyone else have Donation Reports that only show 50 records on the webpage but when you export it shows all of them? There is no pagination and looking at the demos, it looks like there should be. ...
2
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0answers
56 views

Some reports not showing in dashboard

As of version 5.6.0, some of our reports are no longer showing up in people's dashboards as a dashlet option. The reports have "Available for Dashboard" set and permissions seem right, I even set ...
2
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0answers
54 views

Activity report showing activities twice

All of my activity reports have recently changed to return two entries for the same activity. I have looked under sorting and columns and filters, but cannot seem to disable the double entries. Please ...
2
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0answers
26 views

Can activity tags be included in activity reports or exports?

tags have been added to a variety of activities by a user over the last few months. Now they want to include the tag details in a report. As far as I can see activity reports can filter by tag, but ...
2
votes
1answer
69 views

Multiple entries showing on a report

For some reason, a particular report shows multiple entries for some users. These users have ACLs applied, so I wonder if that's causing the problem? When I masquerade as a user with limited access, ...
2
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0answers
31 views

What Membership Payment Date should appear in membership reports?

I'm wondering if the following is expected behavior or a bug. When running a detailed Membership Report and selecting Date Received as one of the columns, I would expect to see the most recent payment ...
2
votes
1answer
38 views

Filter event reports by facilitator

Currently if I want to collate a report on events facilitated by a particular individual (or, say, run by a partner organisation, or any contact with a custom role), I have to go to each event from ...
2
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0answers
28 views

Where does the “Mailing” data come from in the Mail Opened Report?

When we run the Mail Open Report and include the "Mailing" Field it does not return consistent data. We expected it to return the latest mailing opened but it does not and the title of the mailing is ...
2
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0answers
47 views

Smart groups and date checks

I am trying to create a smart group that always returns the list of contacts whose membership end date is the end of the previous year or earlier (these are lapsed members and we need to chase them ...
2
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0answers
46 views

How to exclude trashed contacts from CiviReports

I am just getting my feet wet with CiviReports using a basic CiviReport template to create a snapshot of our membership by categories. Simple enough, but the counts on almost each category were ...
2
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0answers
34 views

Membership Report errors

Running Civi 4.4 on Drupal 7.34. I have an organization with a LOT of membership types (they manage all their statewide chapters via a single install of Civi). There is a configuration in which four ...
2
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0answers
59 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
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2answers
85 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 £...
1
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2answers
53 views

what happened to saving reports as dashlets?

A long while ago, you could save reports as dashlet. On the latest version of civi (both clean installs and upgrades), the report still has the option "Available for Dashboard?" but it doesn't seem ...
1
vote
3answers
51 views

Sort report by event role and/or status

In the sorting tab for event participation reports, I can't sort by role or status. Even those these are built-in fields that it seems obvious people would want sort by, are not in the list of columns-...
1
vote
2answers
74 views

Multiple currencies in the report totals

So I've just enabled another currency. For one event, two forms are available to sign up in either US$ or in CAD$. In the reports, how will CiviCRM show the revenue totals ? Does it know the exchange ...
1
vote
2answers
68 views

CiviReport widgets show access denied on CiviCRM Dashboard

I've recently migrated a site to another host and pretty much everything is working except that when I go to /civicrm, the dashlets on the dashboard all show Access Denied and a login form. They are ...
1
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3answers
72 views

Recording/ tracking time spent on Events

One of the activities of our organization is providing workshops etc. to the public. In order to facilitate all processes involved I have setup a coupe of events in CiviCRM. Each event represents a ...
1
vote
1answer
35 views

how do I exclude blank or null in a report

I'm currently trying to set up a simple report for bookkeeping transactions for the last month. It's was great except for the fact it is also including paypal fees on top of the full transaction ...
1
vote
1answer
39 views

Tracking/Reporting Invitees vs Attendees (CiviEvent)

We want to find an easy way to track how many people from our invitee list actually signed up for or donated to our event. I was planning on putting all invitees into a 'group', and then tracking RSVP'...
1
vote
2answers
95 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 ...
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
19 views

Filter in report mixing is one of and is not one of

Is there a way in any report to have more than one Tag or Group filter? For instance it would be useful to to create a report with filter is of "this tag" and is not of "this other tag&...
1
vote
1answer
24 views

How can I generate a CiviMail delivery & Click-thru report

I need to email a report to a person of a particular mass email that was sent from CiviMail. The person doesn’t have access to CiviCRM. How can I generate a CiviMail detailed delivery & Click-thru ...
1
vote
3answers
43 views

How can I generate a report for the financial transaction entered by USERS of certain “drupal Role”?

Finance department wants a weekly report of contributions taken by our shop. I have set up a drupal user role called "Shop" and permissions accordingly, and added staff to that role. But cant figure ...

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