Questions tagged [custom-reports]

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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 ...
Alan Fuller'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
5 votes
1 answer
133 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(): ...
Patrick Davis's user avatar
5 votes
1 answer
99 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
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
4 votes
2 answers
148 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 ...
Laryn's user avatar
  • 8,253
4 votes
2 answers
90 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 ...
Scott's user avatar
  • 71
4 votes
3 answers
762 views

How should I generate a report (or view) showing contacts and people they have relationships to?

I would like to create a view, or custom report, whoever is easier, to show the following: -The names of all contacts in a specific group -Some of their contact information -The names of all contacts ...
naomisl's user avatar
  • 728
4 votes
1 answer
137 views

Pulling Reports with Custom Fields

Ok, I have a customer that has created an event that has a rather extensive profile setup, which includes a field to upload a file. When they pull the report, the full URL to access the file isn't ...
Nicole's user avatar
  • 125
3 votes
3 answers
123 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 ...
Anthony Duncan's user avatar
3 votes
2 answers
43 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, ...
diegov's user avatar
  • 352
3 votes
2 answers
80 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
3 votes
0 answers
144 views

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
2 answers
105 views

Extended Reports Bug?

I have recently installed the Extended Reports Extension within civiCRM. However, I am noticing some strange behavior when I attempt to make a template. Within the Bookkeeping with extra fields ...
Becca's user avatar
  • 297
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
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 ...
Maurice's user avatar
  • 21
2 votes
2 answers
28 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
  • 2,005
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
2 votes
2 answers
324 views

adding a column to the standard relationships report in Contact Reports

Using the standard relationships report under Contact Reports, I would like to be able to add another column under Contact B. That column would pull the supplemental 1 address field. Using the ...
Gary Martin'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
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
2 votes
3 answers
124 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 ...
R Dooman's user avatar
2 votes
1 answer
73 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 ...
ñull's user avatar
  • 1,208
2 votes
2 answers
66 views

Passing a drupal field to civicrm report

We'd like to pass a Drupal field (Organic Group that a user belongs to) to a CiviCRM membership report. Has anyone done this and could give pointers or an example?
Alex Katayama's user avatar
2 votes
1 answer
68 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 ...
jansmath3's user avatar
  • 105
2 votes
1 answer
35 views

Addresses not showing in walklist

I tried following this guide: https://book.civicrm.org/user/current/civic-engagement/everyday-tasks/ And created my surveys and reserved respondents but for some reason when we generate the report it ...
Dayclone's user avatar
2 votes
1 answer
95 views

On Administrative Dashboard in WP, how do I make column 1 wide enough to display my whole Activities dash let?

On Administrative Dashboard in WP, how do I make column 1 wide enough to display my whole Activities dashlet?
Liza Loop's user avatar
2 votes
1 answer
101 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
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
69 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 ...
Alan Fuller's user avatar
2 votes
1 answer
64 views

How to add the address column in a report

Im trying to add address columns to the report. Either a supplemental 1 or 2 address column. Ive got all the other criteria sorted but am strugling with the address. So after the phone column i want ...
Gary Martin's user avatar
2 votes
1 answer
52 views

Customize Bookkeeping Transactions Report: Print custom field option value instead of name/label

I am using custom fields to store additional (cost accounting) data for contributions. Using the bookkeeping transactions report, I am able to export the data. However, when we are trying to import ...
Detlev Sieber's user avatar
2 votes
1 answer
33 views

How can I suppress parts of the date in a report

I am modifying the activity report for use in a dashlet. The activity date ('civicm_activity_activity_date_time') is currently displayed as November 18th, 2015 2:00 PM I can change the format of a ...
theTechnaddict'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
1 vote
3 answers
76 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
1 vote
2 answers
91 views

Exporting Contacts - Reporting?

Is there a way to save different reports? ie. the fields wanted to export? so you don't have to enter those in every single time you do an export?
SproutMediaLab's user avatar
1 vote
2 answers
105 views

How to create a report showing a subset of contacts and their tags

I need help creating a custom report, please. I have approximately 15 tags (health, advice, benefits, etc), and I need to know how to create a report showing which of the contacts in my database are ...
cdwmrcf's user avatar
  • 11
1 vote
2 answers
101 views

How can I make a custom report that displays info for three contacts based on relationships?

I've used Civix to make a duplicate of the default Relationship report, and I'd like to extend it to show basic information for a third contact. So we have Contact A and can specify criteria about the ...
Laryn's user avatar
  • 8,253
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
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
1 vote
1 answer
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 ...
Eli Lisseck's user avatar
  • 1,499
1 vote
1 answer
110 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 ...
Peter Stringham's user avatar
1 vote
2 answers
97 views

How to get name of Financial Type ID?

I am adding some custom code to the Bookkeeping Report so that each Financial Type's sub total is added to the bottom in the statistics. I have successfully done so, but I can't figure out how to list ...
Becca's user avatar
  • 297
1 vote
1 answer
23 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
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
  • 3,421
1 vote
1 answer
46 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
  • 2,992