Questions tagged [civireport]

Questions specifically about CiviCRM's reporting system, CiviReport.

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2
votes
1answer
38 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
44 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
40 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
60 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
votes
1answer
39 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
59 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
44 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
60 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
60 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
28 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
61 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
6 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
0answers
25 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
votes
0answers
257 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 ...
2
votes
0answers
43 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
votes
0answers
49 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
votes
0answers
49 views

Cannot Export a Report to a CSV file

Since upgrading from CiviCRM 4.4.3 to CiviCRM 5.8.0 last week, I am unable to export my employee training reports to a CSV. The page simply refreshes and doesn't do anything. I have tried making a new ...
2
votes
0answers
21 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
0answers
38 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 ...
2
votes
1answer
136 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.
2
votes
1answer
61 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
votes
0answers
27 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
35 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
votes
0answers
27 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
votes
0answers
45 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
votes
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
votes
0answers
33 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
votes
0answers
58 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
vote
2answers
81 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
vote
3answers
39 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
63 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
60 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
vote
3answers
65 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
35 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
88 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
66 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
20 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
41 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 ...
1
vote
1answer
38 views

Columns available for sorting in CiviReport seem arbitrary/random

I'm trying to run a contact report which sorts by Street Name, but it's not available as a sort option, and the list of options available seem abitrary and vary depending on the base report I use. ...
1
vote
1answer
70 views

CiviReport's and CiviContribute Charts not displaying

We are using civi 5.3 on Wordpress 4.9. Using CiviReports or CiviContribute, I am selecting Charts, and clicking the view button. The chart is not loading. I saw the other answers suggesting that I ...
1
vote
2answers
61 views

Constituent (summary) report: link to contact instead of link to constituent detail?

When opening the Constituent (summary) report and clicking on a name in the results list, the page which refers to the specific Constituent detail doesn't open. Reason for that seems to be the number ...
1
vote
2answers
45 views

Using an External (custom) Table in a Custom Report

I have several custom tables that I have created for use with extensions that I have built. I would like to use those tables in a custom report. What is the best approach for this? I checked the ...
1
vote
1answer
38 views

Is calling the api in a report template 'bad form'?

Just a small question - but I've been asked to add 'Address Location Type' as a column in a report. At least as of our civiCRM version (4.7.13) the address seems to me to only contain the location ...
1
vote
2answers
50 views

Thank You Letter Report

How can I include the "Thank you Sent Date" filed in a report
1
vote
1answer
33 views

CiviReport - Can Report Titles be sorted?

I've created about 20 reports under Event Reports but Civi seems to sort the report titles in order of creation. Is there way to have the report titles sorted alphabetically?
1
vote
1answer
36 views

Advanced Search gives different dataset than same search in Reports

When I use the Advanced Search or Search Builder to select a dataset the returned contacts are correct. If I do the same search using in CiviReport with the same search criteria one contact is ...
1
vote
2answers
69 views

How to get name of Financial Type ID?

I am adding some custom code to the Bookkeeping Report so that each Financial Type's sub total is added to the bottom in the statistics. I have successfully done so, but I can't figure out how to list ...