Questions tagged [custom-reports]

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7
votes
1answer
630 views

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 ...
6
votes
1answer
46 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 ...
5
votes
1answer
120 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(): ...
4
votes
3answers
77 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. ...
4
votes
2answers
118 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 ...
4
votes
2answers
65 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 ...
4
votes
3answers
707 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 ...
4
votes
1answer
123 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 ...
3
votes
3answers
109 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 ...
3
votes
2answers
38 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, ...
3
votes
0answers
124 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 ...
2
votes
2answers
100 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 ...
2
votes
2answers
25 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 ...
2
votes
4answers
192 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 ...
2
votes
2answers
291 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 ...
2
votes
1answer
46 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
1answer
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 ...
2
votes
3answers
110 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 ...
2
votes
1answer
61 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 ...
2
votes
2answers
60 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?
2
votes
1answer
54 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 ...
2
votes
1answer
33 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 ...
2
votes
1answer
85 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?
2
votes
1answer
74 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
1answer
69 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 ...
2
votes
1answer
49 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
2answers
60 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 ...
2
votes
1answer
60 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 ...
2
votes
1answer
43 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 ...
2
votes
1answer
29 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 ...
2
votes
0answers
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 ...
1
vote
2answers
86 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?
1
vote
2answers
75 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 ...
1
vote
2answers
97 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 ...
1
vote
2answers
46 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
vote
1answer
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
vote
1answer
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 ...
1
vote
1answer
87 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 ...
1
vote
2answers
81 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 ...
1
vote
1answer
16 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
1answer
19 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
1answer
17 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
2answers
79 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 ...
1
vote
1answer
23 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
1answer
22 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
1answer
19 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
vote
1answer
52 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 ...
1
vote
3answers
35 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 ...
1
vote
1answer
45 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 ...
1
vote
2answers
74 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 ...