All Questions
Tagged with reporting or civireport
495 questions
3
votes
1
answer
129
views
I have send out my first mail campaign, when clicking on report I get a permission error,
I send out my first mailing today, it went out ok.
But when I click on ANY of the reports I get (even though I am admin):
Sorry, due to an error, we are unable to fulfill your request at the moment. ...
- 261
0
votes
0
answers
5
views
unable to view or save reports - wordpress site
I have my initial set up of civiCRM on C-panel (vs 122), civiCRM 5.80-wordpress (6.7.1) PHP vs 8.3.13 on C-panel. When I try to create, save or veiw a report in civiCRM I am sent to a Wordpress 404 ...
0
votes
1
answer
15
views
Unable to save or refresh reports
I have my initial set up of civiCRM on C-panel (vs 122), civiCRM 5.79.0-wordpress (6.7.1) PHP vs 8.3.13. I have set up membership and donation forms and tested these with a few entries - which I can ...
1
vote
1
answer
52
views
Reports stopped Showing Records after Civi Upgrade
I recently upgraded CiviCRM from 5.53.0 to 5.79.0. Since then, most of the reports have stopped showing records. For instance, I am posting the SQL Developer query of the Membership Summary Report ...
- 31
0
votes
2
answers
24
views
How can you find the total number of events a contact attended?
I want to generate a report that sorts our contacts by the number of events they have attended / registered for. Is there a way to do that using search kit?
Can you do the same for other variables?
...
- 3,553
0
votes
1
answer
13
views
How can I report on the first activity date or first contribution date for a constituent?
I'm looking for a way to report on the first activity date OR first contribution date for a contact. For the activity date I'd like to download this data and then for the contributions add them to a ...
- 11
0
votes
0
answers
5
views
Mailing data reports over time
I'd like to be able to show some data to our board of trustees about the impact of our mailings - e.g. subscription, open, click-through rates over the last year.
I don't want to display this in ...
- 487
0
votes
0
answers
14
views
Report Job not sending for CSV
I am trying to automate sending a report to my email. When I manually click execute on the scheduler, for pdf, it takes me to a different screen showing the report, but still sends the email. For csv, ...
- 91
0
votes
1
answer
15
views
Customize print action to use a template
I have to create 2 PDF file from contribution line items. These reports are called "Libro Soci" (book of members) and they must have precise formatting as these:
The second report starts ...
- 217
0
votes
0
answers
19
views
Contact Report with all data
We need a report or a file with all data on all contacts in Civi. This should include assigned tags (e.g., major donors, etc.). In other words, everything that has ever been entered. Is that possible?
1
vote
2
answers
36
views
Report on opened emails
I'm trying but failing miserably to create a searchkit report that shows contacts in a particular mailing group who haven't opened a mailing in a specific number of months.
Any help on how to build ...
- 139
0
votes
0
answers
27
views
How to add new tokens in civicrm?
I want to add more tokens for generating the donation receipts.so how can I add more tokens in civicrm?
- 51
0
votes
0
answers
14
views
A bug with Contribution Note in CiviCRM reports? Can I fix it?
When I try to create a Report with all contributions and include Contribution Note column (see picture), then the Report returns only those Contributions that contain Contribution Note. Or, conversely,...
- 1,066
0
votes
1
answer
27
views
Why is my report including the column names before every row?
I am using CiviCRM 5.71.1 with Wordpress. I created a report using the Constituent Report (Detail) template. The issue is that the report repeats the column names before every row of data. Why is it ...
- 481
1
vote
1
answer
14
views
Adding Contacts to Group from an Activity Report doesn't work on Joomla! 4?
I see the possibility of adding contacts to a group from an activity report.
After posting the list, I select the group from the drop-down menu on the right, I have to confirm by clicking Next and ...
- 53
0
votes
0
answers
16
views
Search tabs do not come up during an advanced search
Could you help me with this problem please : Search tabs do not come up during an advanced search.
3
votes
2
answers
32
views
Print custom field group from multiple records
Currently we have a group of custom fields "Date" and "Medical Note" that are displayed in the table tab and that allow multiple records.
We need all these fields to be printable ...
0
votes
1
answer
19
views
Civimail stats being thrown off
Is anyone else seeing mailing stats being completely thrown out by what I assume is a security product? We are routinely seeing some. .ac.uk and .ie addresses which record a click and a separate open ...
- 660
0
votes
1
answer
30
views
Summary report conversion
Can you convert a detailed report to a summary report, and visa versa?
I have looked everywhere and can not find out how to do it.
Many thanks
Mike
- 139
0
votes
1
answer
80
views
How to generate a report of changes to a contact's custom fields (showing the before/after text labels) from Civi's detailed log?
The Ask
My client has to manually reconcile people records with an external system. This requirement calls for a report to be run on a periodic basis, say weekly, that shows changes to certain custom ...
- 395
2
votes
1
answer
54
views
Historical Membership Count reports based on Calendar Year
We are using CiviCrm 5.65.1.
We would like to extract historical membership counts for certain time periods in the past say CAlendat Year 2014, 2015 etc.
The typical membership status that we have ...
- 71
0
votes
1
answer
63
views
Display Total Membership in Wordpress home page
We are running Wordpress 6.3.1 and Civicrm 5.65.1
We would like to dynamically display the Total Member count on our Wordpress home page. We have different member categories and would like to display ...
- 71
0
votes
0
answers
17
views
retrieve and export histrocial transaction data
In order to better analyse our last mailing, i would love to view and export historical transaction data for a specific amount of Id's? Ie. show me all transaction and transaction dates connected to a ...
- 1
0
votes
1
answer
45
views
How do auto email out reports every end of the month
I am trying to be able to send out a report automatically via email every month. Is there any possibility that I could do this?
- 83
0
votes
0
answers
25
views
Problème avec les modèles de reçu fiscal suite migtation Civi
Bonjour
Dans notre precedant modèle de reçu fiscal, les champs de fusion {contribution.total_amount}, {contribution.payment_instrument}, {contribution.payment_number}, {contribution.receive_date} ...
- 21
0
votes
1
answer
36
views
Custom fields not appearing in advanced search
I have a custom field set called "My Custom Info." In this set I had fields named "Group" and "Mentor" along with 4 other fields but, for a good reason, I deleted Group ...
- 131
4
votes
1
answer
152
views
Is there an "Deliver report by email" equivalent for SearchKit?
CiviCRM provides an api by which we can create Scheduled Jobs to send CiviReport output via email on scheduled basis.
Is there any out-of-the-box functionality (probably via an extension, I would ...
- 1,856
2
votes
1
answer
31
views
504 error when trying to view results of contact report
first time asker here. Our resident Civi expert is out on sabbatical, so I'm coming to you with no developer knowledge to ask this support question.
My coworker is trying to create a contact report of ...
1
vote
1
answer
58
views
Unable to save changes to report
I copied a report and updated the filters for what I am looking for in addition to changing the title. When I select "Save" or "Save a Copy" from the dropdown menu, neither works. ...
- 11
0
votes
1
answer
44
views
How do I create a supervisor/subordinate relationship between Contacts?
I want to produce a report that lists all supervisors and their subordinates. (Assume that all Contacts have supervisors but not all Contacts have subordinates.) I plan to export the report to Excel ...
- 351
1
vote
1
answer
90
views
How can I display a count of new donors by month?
This seems a reasonable enough request but I can't put it together.
Here's what I've tried:
Contribution Summary Report - Does not contain the "Contribution Ordinality" filter (though ...
- 39.5k
1
vote
2
answers
35
views
Gift Aid - help needed
I am very behind with GA claims, partly because I find it so difficult to remember how to generate the report I need out of Civi. I don't get on with extensions - I don't have the technical ability - ...
0
votes
1
answer
78
views
CIVI CRM APIv4 Image retrieval
I am creating a Python script that retrieves images from CiviCRM. I don't just want the image name (which I retrieve with the uri field already) but the entire image url. How is that possible? I have ...
1
vote
3
answers
52
views
How can a Report to Display State Abbreviations?
The report "Membership Details" at civicrm/report/instance/23 shows "State/Province" in the results, but we want to see the State abbreviation instead.
- 792
0
votes
1
answer
19
views
Event Report with amount paid and balance owing by participant
CiviCRM 5.55.0 Wordpress
Trying to pull a report (export output preferred) to provide a list of registered participants that includes the total amount owing, total paid, and fee level. I have ...
2
votes
2
answers
65
views
How to get a report with donor retention rate
I am trying to figure out my organization's Donor Retention rate from last fiscal year or with the time parameters I choose. For example, year-to-date retention rate, year before last fiscal year, ...
- 21
0
votes
1
answer
31
views
What specialist I need to have in the office to handle CiviCRM daily?
I need to define a job description for a role, that will work with CiviCRM database daily: update member accounts, generate reports, track memberships, send mailings.
Does CiviCRM require any specific ...
- 1
0
votes
1
answer
47
views
How do I generate a csv report or csv export of CiviEvent participants that includes membership status information?
My organization is running CiviCRM 5.51.4. We have a conference and run registration through CiviEvent. We have separate events for regular paid participants, vendors, students, and complimentary ...
0
votes
1
answer
30
views
Gift Aid reports
Is anyone aware of any guidance for running a report within Civi for a UK HMRC Gift Aid claim please? I am not a techy person, but a user of Civi for financial reporting for our organisation. Many ...
0
votes
1
answer
28
views
How Do You Generate a Report for Number of Mail Clickthroughs and What The Most Popular Links Were For a Campaign
Here is the scenario: We send daily news updates, they are all assigned the same campaign. I want to be able to see what was the most clicked URL for a given campaign.
Currently I have to export the ...
- 3,553
1
vote
0
answers
14
views
Grid lines on printed reports
Until recently when using the Print Report action from a report template, the generated report would include dark gridlines separating the rows and columns, but now the gridlines no longer appear. Is ...
- 11
1
vote
1
answer
70
views
CiviCRM - Mailpoet plugin conflict with Html2Text
We upgraded CiviCRM to the most recent version back in November and had the problem in the related ticket with ANY report failing when ANY filter was enabled. The error was:
Error thrown
Call to ...
- 57
0
votes
0
answers
20
views
Report Total Amount Incorrect
I setup a report to list contributions from a specific page. I had to edit the contributions to change the financial type, so now each contribution has 3 line items. The "Total Amount" on ...
- 271
1
vote
2
answers
63
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 $...
0
votes
1
answer
17
views
Reporting on online vs offline contributions possible?
As the subject suggests, I'm looking for way to break out online submitted vs backend entered contributions in order to show management a movement towards online submissions.
Is there a ...
- 109
0
votes
0
answers
12
views
Hello, when I export contributions , tax amount is always 0
people register for memberships, amount includes tax. when I export to csv file, tax always show 0
- 1
0
votes
1
answer
28
views
How to generate and send contribution history to each Donor
Civicrm 5.57 Wordpress 6.1.1
Hello,
Here is the scenario: We have 100 donors whose employers agreed to match their donation total for the last year. We need to generate the donation history for each ...
- 127
0
votes
1
answer
14
views
Pulling in memberships to event participant reports
I have a requirement for a client to be able to include a participant's membership level and status into an event participant report. I've checked through the options in the report templates but none ...
0
votes
0
answers
37
views
Pivot Report extension
Pivot Report seems like an awesome extension which I'm definitely going to explore further but I was wondering why it covers the following CiviCRM entities but not Contacts:
Activity
Case
...
- 191
0
votes
1
answer
22
views
Frequency distribution for radio custom fields / survey / statistics / report
we have set up a tiny survey with a bunch of custom fields with data type int and a radio controlled option set
Value | Label
-------------
-1 | No
0 | Unknown
1 | Yes
attached to ...
- 1,354