Questions tagged [custom-reports]

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1answer
5 views

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 "...
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1answer
12 views

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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1answer
17 views

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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1answer
17 views

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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1answer
22 views

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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2answers
27 views

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 ...
1
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1answer
21 views

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 ...
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1answer
19 views

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 ...
6
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1answer
34 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 ...
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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 ...
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1answer
23 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 ...
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1answer
26 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 ...
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0answers
14 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) ...
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1answer
47 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
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1answer
43 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
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1answer
69 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
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0answers
28 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
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1answer
64 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
46 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 ...
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2answers
25 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 ...
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1answer
46 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 ...
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0answers
13 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 ...
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0answers
33 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 ...
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2answers
46 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
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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
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1answer
25 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 ...
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3answers
74 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
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1answer
169 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!
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3answers
35 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 ...
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2answers
79 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 ...
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1answer
133 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 : ...
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1answer
42 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 ...
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4answers
38 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
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3answers
108 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
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4answers
156 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 ...
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2answers
73 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
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1answer
40 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
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3answers
105 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
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1answer
76 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
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2answers
63 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
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1answer
58 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
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2answers
37 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
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1answer
47 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
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1answer
29 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. ...
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2answers
37 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?
4
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2answers
60 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
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1answer
50 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
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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
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2answers
54 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
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1answer
586 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 ...