Questions tagged [custom-reports]
The custom-reports tag has no usage guidance.
85
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2
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4
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270
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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 ...
- 21
1
vote
2
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78
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 ...
- 3,148
1
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1
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40
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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 ...
- 1,489
3
votes
3
answers
120
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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 ...
1
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1
answer
104
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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
2
answers
72
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Adding Organization filter to Event details report
I have a report that I've modified from the Attendee List report under the Event Reports, but it's missing the ability to filter by organization name. Essentially, the purpose of the report is to pull ...
- 571
2
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1
answer
71
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 ...
- 1,208
3
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2
answers
41
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, ...
- 352
2
votes
1
answer
64
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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 ...
- 95
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.
...
- 9
1
vote
2
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51
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cumulative donation report
I need to find those who have donated $1000 or more in a certain time frame. How can I prepare a cumulative report for businesses or individuals that will automatically total all donations?
- 81
4
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2
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80
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How can I create a report that shows contacts with no activities within a certain date range?
I'm trying to create what my client calls a "Lag Report" that allows them to get a list of contacts with no activities related to them within a certain date range.
"Who are my contacts who we have ...
- 71
0
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1
answer
63
views
Section and Page Breaks in Reports
I'm trying to work out how this is done, it seems the standard templates have this coded in
{$l}if $sections.{$column}.type & 4{$r}
{$l}assign var=printValue value=$row.{$...
- 421
1
vote
1
answer
39
views
Custom report Action not working on new development
I have now, after a steep learning curve built a custom report based on the kind help I have has so far.
How to write custom report SQL
But I have an issue, that I don't know how to effectively ...
- 421
2
votes
2
answers
66
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 ...
- 421
7
votes
1
answer
741
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 ...
- 421
3
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0
answers
141
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 ...
- 1,489
1
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1
answer
80
views
Runtime Exception Booted CiviCRM, but failed to find 'api/class.api.php'
I created an extension module with civix then cd'd to the module directory and tried to create a custom report based on a copy of an existing report. I used the following command:
$ civix generate:...
- 23
2
votes
2
answers
318
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 ...
- 221
2
votes
1
answer
62
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 ...
- 41
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2
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90
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?
- 267
2
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1
answer
33
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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 ...
- 21
1
vote
2
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94
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 ...
- 297
2
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2
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105
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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 ...
- 297
5
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1
answer
131
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
2
answers
140
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 ...
- 8,221
2
votes
1
answer
44
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 ...
- 568
1
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2
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100
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 ...
- 11
1
vote
1
answer
38
views
YTD growth as a dashlet
I want to display a dashlet showing growth percentage YTD this year, comparing with the same period last year.
I used the extension Advanced Fundraising reports to achieve this, but that extension ...
- 2,241
2
votes
2
answers
63
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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?
- 571
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1
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31
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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 ...
4
votes
1
answer
135
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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 ...
- 125
2
votes
1
answer
91
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?
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3
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748
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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 ...
- 728
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101
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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 ...
- 8,221