Questions tagged [custom-reports]

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6
votes
1answer
28 views

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 ...
0
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0answers
15 views

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 ...
0
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0answers
10 views

Report or Search to Compare Campaign Contributions

I would like to process some reports and I am trying to figure out how best to do it. The reports would be similar to SYBUNT and LYBUNT - but would be based on campaigns. Examples: Donor donated in ...
0
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1answer
21 views

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 ...
0
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1answer
16 views

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 ...
0
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0answers
11 views

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) ...
1
vote
1answer
32 views

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 ...
2
votes
1answer
23 views

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 ...
2
votes
1answer
53 views

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 ...
2
votes
0answers
27 views

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 ...
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
42 views

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 ...
2
votes
2answers
17 views

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 ...
0
votes
1answer
37 views

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 ...
1
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0answers
12 views

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 ...
1
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0answers
31 views

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 ...
1
vote
2answers
44 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
14 views

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 ...
2
votes
1answer
23 views

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 ...
4
votes
3answers
69 views

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. ...
0
votes
1answer
137 views

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!
1
vote
3answers
32 views

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 ...
1
vote
2answers
64 views

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 ...
0
votes
1answer
123 views

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 : ...
1
vote
1answer
37 views

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 ...
0
votes
4answers
37 views

Getting counts of donors grouped into categories by giving amount

Let's say I have these groups of donors: Small donor, gave < $100 in the past year. Medium donor, gave $100-500 in the past year. Major donor, gave > $500 in the past year. What's the best way to ...
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
4answers
112 views

Reorder Report Columns

I'm creating a basic custom report using constituent details. I'm hoping to find a way to reorder the columns in the report. For instance, I have a custom field that I'd like to go first, and then put ...
1
vote
2answers
67 views

How to supply user input to custom visualizations with Civisualize

I'd like to make a custom visualization with Civisualize but the visualization requires the user to first provide some input through several form elements. None of the visualizations that I see within ...
1
vote
1answer
37 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 ...
3
votes
3answers
99 views

Is it possible to make the UI simpler?

My organization uses CiviCRM and we are contemplating moving away from it, but before we make that decision I wanted to canvass this site for some information. I'm not incredibly familiar with the ...
1
vote
1answer
39 views

Need to know how to print annual donation statements for our donors

We are a church using CiviCRM. We are at the time of year where we need to print out or email statements to our donors showing the tax deductible contributions they made so they can itemize these ...
1
vote
2answers
58 views

Adding Organization filter to Event details report

I have a report that I've modified from the Attendee List report under the Event Reports, but it's missing the ability to filter by organization name. Essentially, the purpose of the report is to pull ...
2
votes
1answer
50 views

How to make my custom report template appear?

This is CiviCRM 4.6.22 / Drupal 7 where I used civix to copy one of the give contact reports: civix --copy=CRM_Report_Form_Contact_Summary generate:report MCat null It also appears registered in ...
3
votes
2answers
36 views

Exclude contacts from report based on membership they have

I want to make a report that only shows contacts that don't have any of the listed membership id. The following SQL code filters the memberships, but still lists contacts that have other memberships, ...
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 ...
0
votes
1answer
27 views

Report containing groups and the key contact details for that group

I want to export a list of our groups along with their key contact details. The group entry does not have an address/postcode/email etc linked to it - those details are linked to the key contact. ...
1
vote
2answers
29 views

cumulative donation report

I need to find those who have donated $1000 or more in a certain time frame. How can I prepare a cumulative report for businesses or individuals that will automatically total all donations?
3
votes
2answers
54 views

How can I create a report that shows contacts with no activities within a certain date range?

I'm trying to create what my client calls a "Lag Report" that allows them to get a list of contacts with no activities related to them within a certain date range. "Who are my contacts who we have ...
0
votes
1answer
47 views

Section and Page Breaks in Reports

I'm trying to work out how this is done, it seems the standard templates have this coded in {$l}if $sections.{$column}.type & 4{$r} {$l}assign var=printValue value=$row.{$...
1
vote
1answer
29 views

Custom report Action not working on new development

I have now, after a steep learning curve built a custom report based on the kind help I have has so far. How to write custom report SQL But I have an issue, that I don't know how to effectively ...
2
votes
2answers
45 views

Complex multiple Selects in Custom Coded Reports

Following on from my query here How to write custom report SQL (CiviCRM 4.7 on WordPress) I built the SQL I needed as step 1, which works fine in mysql / phpmyadmin. I have used civix, to generate ...
7
votes
1answer
427 views

How to write custom report SQL

I'm not asking for the actual solution, but more a pointer to references examples for the structure so I can move forward. CiviCRM 4.7 or WordPress - I need to create a report that I think will be ...
3
votes
0answers
111 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 ...
1
vote
1answer
70 views

Runtime Exception Booted CiviCRM, but failed to find 'api/class.api.php'

I created an extension module with civix then cd'd to the module directory and tried to create a custom report based on a copy of an existing report. I used the following command: $ civix generate:...
2
votes
2answers
255 views

adding a column to the standard relationships report in Contact Reports

Using the standard relationships report under Contact Reports, I would like to be able to add another column under Contact B. That column would pull the supplemental 1 address field. Using the ...
2
votes
1answer
55 views

How to add the address column in a report

Im trying to add address columns to the report. Either a supplemental 1 or 2 address column. Ive got all the other criteria sorted but am strugling with the address. So after the phone column i want ...
1
vote
2answers
80 views

Exporting Contacts - Reporting?

Is there a way to save different reports? ie. the fields wanted to export? so you don't have to enter those in every single time you do an export?
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 ...
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 ...