Questions tagged [custom-reports]
The custom-reports tag has no usage guidance.
87
questions
1
vote
1
answer
38
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 ...
- 175
1
vote
1
answer
22
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.
- 73
1
vote
1
answer
31
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 ...
- 2,933
1
vote
2
answers
35
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 $...
2
votes
2
answers
25
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.
- 1,839
0
votes
1
answer
73
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 ...
- 57
1
vote
1
answer
25
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 ...
- 521
3
votes
2
answers
72
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 ...
- 365
0
votes
1
answer
74
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 ...
- 2,938
0
votes
1
answer
30
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?
- 387
2
votes
1
answer
57
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 ...
- 387
1
vote
1
answer
57
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
...
- 3,352
1
vote
0
answers
32
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 ...
- 3,352
1
vote
1
answer
17
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,...
- 131
1
vote
3
answers
75
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?
- 387
5
votes
1
answer
90
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 ...
- 765
0
votes
1
answer
30
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, ...
- 421
0
votes
0
answers
25
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?
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 "...
- 2,938
1
vote
1
answer
40
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?
- 11
1
vote
1
answer
58
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 ...
- 419
1
vote
1
answer
31
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 ...
- 2,938
1
vote
1
answer
37
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 ...
- 33
1
vote
2
answers
47
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 ...
- 1,044
1
vote
1
answer
32
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 ...
- 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 ...
- 1,044
6
votes
1
answer
59
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 ...
- 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 ...
- 3,352
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 ...
- 91
0
votes
1
answer
61
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 ...
- 3,352
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)
...
- 2,938
1
vote
1
answer
79
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 ...
- 413
2
votes
1
answer
65
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 ...
- 21
2
votes
1
answer
98
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
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 ...
- 141
2
votes
1
answer
103
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 ...
- 113
2
votes
1
answer
65
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 ...
- 181
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 ...
- 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 ...
- 8,253
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 ...
- 11
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 ...
- 65
1
vote
2
answers
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
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 ...
- 1,146
2
votes
1
answer
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 ...
- 21
4
votes
3
answers
81
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. ...
- 41
0
votes
1
answer
215
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!
- 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 ...
- 301
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 ...
- 11
0
votes
1
answer
154
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
1
answer
61
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 ...
- 41