Skip to main content
Share Your Experience: Take the 2024 Developer Survey

Questions tagged [custom-reports]

The tag has no usage guidance.

Filter by
Sorted by
Tagged with
1 vote
0 answers
21 views

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 ...
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 $...
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,...
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 ...
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 ...
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.
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 ...
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 ...
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.
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 ...
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 ...
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?
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 ...
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 ...
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 ...
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?
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 ...
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 ...
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, ...
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?
4 votes
2 answers
149 views

Selecting location type or multiple email/phone fields in Reports

Is it possible to select a location type for default contact reports, or is it just hard-coded to use the Primary address/email/phone? Also, would it be possible to list a report with multiple email ...
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 "...
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?
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
2 votes
4 answers
290 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 ...
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 ...
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 ...
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 ...
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) ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
5 votes
1 answer
134 views

Upgrade to 4.7 breaks custom php

After upgrading to 4.7.2 from 4.6.11 I no longer can load any of my custom_php reports or searches. The custom folder location is not inserted into the include path Fatal error: require_once(): ...
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 ...
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 ...
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 : ...
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 ...
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 ...
1 vote
2 answers
79 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 ...
0 votes
4 answers
42 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 ...
0 votes
1 answer
32 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
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 ...