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 ...
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 ...
1
vote
1answer
76 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:...
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
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 ...
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?
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 ...
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 ...
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 ...
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
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 ...
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 ...
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
1answer
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
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
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 ...
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 ...
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?
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 ...
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 ...

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