Questions tagged [custom-reports]
The custom-reports tag has no usage guidance.
87
questions
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How to preserve the location of custom reports in the navigation menu?
Newbie dev question. I have created custom navigation menus in the CiviCRM UI as a way of categorizing the dozens of custom reports (SearchKit + Afforms) my client requires.
I'm finding, however, that ...
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1
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22
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How to add Search Kit to CRM profile
Do you need to add Search Kit to your CRM profile? My permissions have recently been upgraded to Administrator but still cannot see Search Kit.
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31
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Is there a way in a custom report to only give the user certain choices in filters, e.g. only show them groups that belong to a parent group?
I've written a custom report, lots of trial and mostly error. One of the columns is group. Since we have almost 300 groups, I'd like to limit the groups the user can include in the report to a ...
- 2,933
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2
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34
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How to add Contact and Case custom fields to an Activity report?
Awhile back, I have made a copy of the the CRM/Report/Form/Activity.php, placed it under custom_php and added additional custom Contact and Case fields to the report by updating
protected $...
2
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2
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25
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Tokens in a Reports Title and Format section?
Is it possible to use tokens in Report Title/Header/Footer? Gave it a quick try with {contact.first_name} and failed.
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73
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Reports failing after upgrade whenany filter enabled
After upgrading to 5.54.1, most reports are failing to run for us, generating the error below:
Error thrown
Call to undefined method Html2Text\Html2Text::getText()
Some reports were seemingly ok but ...
- 57
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1
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24
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Sorting of Reports by Modified Date
I am working with the Constituent Summary report and then saving a copy with the fields that I want displayed.
One of the fields is Modified Date, but when I go to SORTING, Modified Date is not one of ...
- 521
3
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2
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69
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Create report including data from contact and from related contact
I have contacts who are parents and related to contacts who are children. Child is registered for an event. Parent is not registered for any event.
I want to create a report that lists each child and ...
- 365
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72
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Can CiviCRM be used to record student attandance?
A school thinks CiviCRM can be used for keeping their pupil's details including their attendance for each semester. Later that attendance would be used for a report. I am not able to figure out how ...
- 2,938
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30
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Why is the Sorting tab missing from CiviReport?
What configuration is required in order to display the "Sorting" tab in CiviReports? Is there a plugin for a Wordpress-based install to allow for column-based sorting?
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57
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How to get "Last contribution amount" and "Last contribution date" into report?
I'm needing a way to add 2 columns to contribution summary report, 1 for displaying "last contribution date" and 1 for "last contribution amount" in a CiviReport. Is there an easy ...
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57
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Can you Make a Report, that provides the Number of Employees (relationships) for every Employer?
The report would simply be a listing of employers and the number of employees or current relationships that employer has.
Employer
# of Employees
Apple
2456
Google
3845
CiviCRM
4
Taco Bell
5500
...
- 3,352
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0
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32
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Possible to build contribution report that groups contributions by employer and includes number of employees?
I would love to be able to make a report in Civi using stock reports, extended reports or reports pro that produces or can be modified to generage the following output:
Employer
# of Employees
# of ...
- 3,352
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17
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contact report with custom field as section heading
I have a custom field, "Location" with 10 values. There are a variable number of Mentors at each location. I'm trying to get a report that, for each location, has Location as section heading,...
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3
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74
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Does CiviReport have a concept of "Group By"?
My org wants to know which countries were represented at an event. A simple way to do this is to "group by" country. Does CiviReport have a concept of grouping by a column?
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89
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SearchKit vs CiviReport vs Jasper: Best reporting tool to integrate into Civi?
it's been a while since I've reviewed all the BI reporting options available to us, and I'd love to get feedback on what people are using these days.
For years now, I've combined any Civi install with ...
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30
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Upgrade to 5.38.1 seems to loose all my user created reports [closed]
Hi I'm testing upgrading to 5.38.1 and when I install ( even before database upgrade ) all my user created reports seem to have gone.
( user created reports - I means where they go in, copy a report, ...
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25
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Creating Ad Hoc Reports
I'd like to create reports on member retention and churn rates but seems I'm forced to create a report based on a template instead of defining it myself.
Any suggestions on how to go about this?
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1
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11
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How can I add a "Recurring" filter to core "Repeat contribution" report?
I need a particular type of report which I could not find in core or extended reports.
So I thought of modifying the core report PHP and place it in custom PHP directory. I have manage to add "...
- 2,938
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39
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How do I rename a report
I have copied a report which shows the title as "Copy plus the report name"
How do I change the name of this copy?
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58
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Report of activities with sums on custom fields
I am quite new to CiviCRM but I have programming skills with Drupal so I am looking for a best practice for our needs - and if programming is needed I would appreciate any links / information / hint ...
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31
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How can I create a mailing report with drupal views?
I would like to give access mailing report to one of my user that was sent to specific GROUP. from drupal permission I am not able to figure out an option to facilitate that. Therefore drupal views ...
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37
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How can I make custom (participant attendees) reports with inline editing functionality?
How can I make custom (participant attendees) reports with inline editing functionality?
Larger Challenge/Background
I want to create an overview for managing all attendees for (all future) events.
So ...
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1
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2
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47
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Can I create report with filtered custom field values?
When I create reports, they list either Contacts, Contributions, Activities or similar. Is it possible to list Custom Field entries?
For example, I have a TAB with custom fields. I'd like to get a ...
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32
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Add columns to SYBUNT report
We run CiviCRM 5.20.2 on Joomla 3.9.15
We use Reports - Donation Reports - Sybunt
We need to be able to select in the Columns area:
• Nickname
• Do not mail / contact
• Deceased
• Postal ...
- 59
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27
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Report: Records that have been updated by owner
Is there a way to go through and create a report (either in Civi or using Drupal Views) that shows what records have been updated by the owner themselves? Such as them going in and updating an ...
- 1,044
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59
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Annual Donor Report
I would like to setup a report where I can see each donor's total donations by year, where each column would be a different year and the corresponding total, and each row would be each donor. Please ...
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How can you generate a report like SYBUNT - but for consistent donors?
Is there a way to generate a report that demonstrates donors that have consistently donated over the course of the past 3 years - including this year? The SYBUNT report is great for looking up ...
- 3,352
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29
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Reports and Custom Searches
We currently have circa 1000 community groups across the UK and need to run a report on the amount held in each region or county.
I can obtain the numbers by running individual advanced searches for ...
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61
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Contribution Report - Grouped by Custom Field
I am looking to be able to build a report that essentially has aggregate donations grouped by a custom field. For example - every donor is asked: How did you hear about us (Referral Source), which is ...
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Combine reports of 2 kinds. Possible?
I would like to get a report of "activities" and include some information specifically related to contribution. This is what I am expecting to see in results the report:
Source name - (backend user)
...
- 2,938
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Adding new grouping to a report
I'd like to add a new grouping option to an existing report.
Is it possible to group by the payment instrument in the Contribution Summary Report? The option Payment Instrument is not showing up on ...
- 413
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65
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Report for number of events attended by each person
I would like a report that lists the number of events attended by (or registered by) each participant. This seems like something that a lot of organizations would find useful, yet I can't seem to ...
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97
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Civicase Report?
I am very new to Civicrm, and have gotten a lot figured out and some
fixes applied on my own.
I am trying to figure out the report features... and maybe very basic
- but.
I am looking to ...
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0
answers
28
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Bug? Upgrade to 5.5.1 Broke Some Reports But There's an Easy Fix
When upgrading to 5.5.1 on WP 4.98, we discovered that three of our customized reports were no longer working with errors along the lines of "cannot connect to database." The common thread across the ...
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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 ...
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64
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PHP Fatal Error on Custom Report
Background
We have had Civicrm running for two years. last week a malicious attack occurred. We had to implement a back up copy taken of our crm on 12th June 2018. All is working except for a custom ...
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32
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How is 'contact modified' defined as on CiviCRM reports?
I'm looking to run a report that only shows contacts who we've engaged with (registered for an event, joined our database, updated their details) in the past 12 months. Would the 'contact modified ...
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Can I make reports export the state/province abbreviation instead of full name?
Similar to this question, I'm interested in having my reports export states/provinces with the abbreviation instead of the full name. The accepted answer in that case was to use an Advanced Search ...
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13
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Membership reporting
Thank you first off for the added features and seemingly easier access to data for Team Dirt in Oregon. I am attempting to adjust the report to include the e-mails for members and also would love to ...
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35
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Add tag and group names into standard report
I need to extend existing Summary and Details contact report with two columns. Filtering is already there, so I only want to see Tag(s) and Groups(s) to which particular contact is assigned.
I've ...
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2
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47
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 ...
- 1,146
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14
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Push Custom Report to Multiple Sites via API, Programming, or SQL
I oversee dozens of CiviCRM sites running on the same server (each with its own DB) and want to push out custom reports to all of them. I would like to be able to register the report and create a new ...
- 1,146
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25
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Custom Top Donors (Contributions) report with the name of Relationship Managers
Followed the instructions on civix and built an extension, copied the Top Donors report and set up the new template. Now I see the original report. Need to modify the php so that I can pull in the ...
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Conference Registration with Housing Requirements
I am looking for a way to run registration for a conference next summer. In addition to meetings, interest groups and general sign-up, I need to be able to assign housing and coordinate special needs. ...
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how to make charts and graphs in CiviCRM
I was wondering if it is possible through in CiviCRM, WordPress to do charts or graphs. If so, how should I do it?
Thank you!
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Issue with custom report that shows all users registered for event in last 2 years but not this year
I am using Drupal 7 and CiviCRM 4.6.28.
I am trying to create a report that will display all of the users who registered for an event in 2015 and 2016, but not yet in 2017. I have the report working ...
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Reporting options
So a few things, when I create a custom report display, by adding additional fields to display. Is there anyway to re-order the fields. so for example if I want lastname, then first name...or other ...
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Error occurs : Unknown column 'relationship_civireport.contact_id_a' however not for "Super User" users
UPDATE 29th July :
Yes it's taken me this long to work it out so now I need some advice please. I have tracked the place where "rogue" SQL down is being created and it's source is in this hook : ...
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61
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Is there a way to make report filters mandatory
I have made some custom reports which contain two types of filters:
a date field. This does not correspond to a database field. Its
just used in some calculations
some custom fields
Is it possible ...
- 41