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Questions tagged [custom-reports]

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3 votes
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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 ...
Eli Lisseck's user avatar
  • 1,499
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
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 ...
yurg's user avatar
  • 2,053
1 vote
2 answers
47 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
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
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
0 votes
0 answers
27 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
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
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