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Questions tagged [custom-reports]

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SearchKit: GroupBy Rows/Columns?

Would it be possible to create a [pivot?] table in SearchKit, where rows are Membership Type(-s) and columns are Membership Statuses, with sum of results in cells? Used to be possible with the ...
yurg's user avatar
  • 2,050
1 vote
1 answer
42 views

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 ...
Justin657's user avatar
  • 365
1 vote
1 answer
24 views

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.
Allison's user avatar
  • 73
1 vote
1 answer
33 views

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 ...
Paul-Tahoe's user avatar
  • 2,965
1 vote
2 answers
44 views

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 $...
Charlotta Beavers's user avatar
2 votes
2 answers
29 views

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.
yurg's user avatar
  • 2,050
0 votes
1 answer
78 views

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 ...
astroned's user avatar
1 vote
1 answer
34 views

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 ...
jsherk's user avatar
  • 583
3 votes
2 answers
81 views

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 ...
EricLB's user avatar
  • 385
0 votes
1 answer
79 views

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 ...
Tapash's user avatar
  • 3,004
0 votes
1 answer
33 views

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?
dsmith63's user avatar
  • 419
2 votes
1 answer
58 views

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 ...
dsmith63's user avatar
  • 419
1 vote
1 answer
59 views

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 ...
themak's user avatar
  • 3,441
1 vote
0 answers
33 views

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 ...
themak's user avatar
  • 3,441
1 vote
1 answer
20 views

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,...
Tom's user avatar
  • 131
1 vote
3 answers
78 views

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?
dsmith63's user avatar
  • 419
5 votes
1 answer
101 views

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 ...
Paul B's user avatar
  • 817
0 votes
1 answer
31 views

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, ...
Alan Fuller's user avatar
0 votes
0 answers
26 views

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?
Ronald Jamieson's user avatar
0 votes
1 answer
11 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 "...
Tapash's user avatar
  • 3,004
1 vote
1 answer
47 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?
John Grove's user avatar
1 vote
1 answer
60 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 ...
Tobias Krause's user avatar
1 vote
1 answer
32 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 ...
Tapash's user avatar
  • 3,004
1 vote
1 answer
41 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 ...
stefan's user avatar
  • 33
1 vote
2 answers
48 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 ...
Aivars's user avatar
  • 1,034
1 vote
1 answer
33 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 ...
delton's user avatar
  • 59
1 vote
1 answer
27 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 ...
Jenni Simonis's user avatar
6 votes
1 answer
66 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 ...
e reed's user avatar
  • 61
0 votes
0 answers
18 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 ...
themak's user avatar
  • 3,441
0 votes
1 answer
29 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 ...
TCVTerry's user avatar
0 votes
1 answer
63 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 ...
themak's user avatar
  • 3,441
0 votes
0 answers
17 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) ...
Tapash's user avatar
  • 3,004
1 vote
1 answer
82 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 ...
Pál Rudan's user avatar
2 votes
1 answer
68 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 ...
rickparisi's user avatar
2 votes
1 answer
102 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 ...
Br. Mark Waldmann's user avatar
2 votes
0 answers
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 ...
slbradio's user avatar
  • 141
2 votes
1 answer
105 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 ...
Raja Mukherjee's user avatar
2 votes
1 answer
66 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 ...
Gary Martin's user avatar
2 votes
2 answers
32 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 ...
Oli P's user avatar
  • 23
0 votes
1 answer
61 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 ...
Laryn's user avatar
  • 8,268
1 vote
0 answers
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 ...
Mike Ripley's user avatar
1 vote
0 answers
35 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 ...
Zglanowany's user avatar
1 vote
2 answers
48 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 ...
Sleewok's user avatar
  • 1,146
1 vote
1 answer
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 ...
Sleewok's user avatar
  • 1,146
2 votes
1 answer
26 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 ...
Onglipo's user avatar
  • 21
4 votes
3 answers
83 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. ...
Clint's user avatar
  • 41
0 votes
1 answer
225 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!
Julie's user avatar
  • 21
1 vote
3 answers
41 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 ...
Kimberlie Davis's user avatar
1 vote
2 answers
86 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 ...
Mark's user avatar
  • 11
0 votes
1 answer
156 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 : ...
Hudson Essex Terraplane Club's user avatar