All Questions
Tagged with reporting or civireport
495 questions
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 ...
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
2
votes
1
answer
45
views
Filter event reports by facilitator
Currently if I want to collate a report on events facilitated by a particular individual (or, say, run by a partner organisation, or any contact with a custom role), I have to go to each event from ...
CommunityBot
- 1
2
votes
1
answer
103
views
Multiple entries showing on a report
For some reason, a particular report shows multiple entries for some users. These users have ACLs applied, so I wonder if that's causing the problem?
When I masquerade as a user with limited access, ...
CommunityBot
- 1
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 ...
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 - ...
CommunityBot
- 1
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 ...
CommunityBot
- 1
0
votes
1
answer
143
views
CiviContribute Payment Selection
Ok, this is a little difficult to explain, but I'm going to try :)
A customer set up a contribution page for payroll deduction, so they would just select the "Pay Later" payment option, but, for some ...
CommunityBot
- 1
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
1
vote
1
answer
69
views
Report with access "everyone (includes anonymous)" not displaying correctly
Civicrm 5.2.2 Wordpress 4.9
I have created a report and given access to "everyone (includes anonymous)" and also given view reports permission to anonymous user.
This is the URL https://leep.ngo/...
CommunityBot
- 1
1
vote
1
answer
60
views
Settings don't display when tabs are clicked on an existing CiviReport
Based on the doc found here (at the bottom): https://docs.civicrm.org/user/en/4.7/reporting/set-up , it should be possible to edit existing reports (like adding email settings). Currently not even ...
CommunityBot
- 1
0
votes
2
answers
215
views
Report on Cases and Activities
I need a dashlet for a user which lists scheduled activity details filtered on the 'case type' the activity sits in. I can find these in search but cant seem to get a report to work - closest I can ...
CommunityBot
- 1
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
47
views
Membership Expiration Date Report Filter is Ignored
In CiviCRM membership reports, the Membership Expiration Date filter is ignored, and all records are returned no matter what parameters you try. We started experiencing this around CiviCRM 5.11. We ...
CommunityBot
- 1
0
votes
1
answer
38
views
Creating a report with specific individuals
I have an excel document of donors that are already in the system but I want to make a specific contribution report for them to see who hasn't given in the last 36 months.
I do not want to import this ...
CommunityBot
- 1
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 ...
- 19.5k
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 $...
CommunityBot
- 1
0
votes
1
answer
65
views
Contribution Report - Grouped by Custom Field
I am looking to be able to build a report that essentially has aggregate donations grouped by a custom field. For example - every donor is asked: How did you hear about us (Referral Source), which is ...
CommunityBot
- 1
0
votes
1
answer
33
views
Change Event Report fee level filter so operator offers 'contains' rather than 'is one of'
In the Participant Report there is a filter for Fee Level. The operator for this is either 'Is one of' or 'Is not one of'.
Is it possible to provide users with the option to search with the operator:...
CommunityBot
- 1
3
votes
1
answer
43
views
Give anonymous users access to a report's contents?
I want to make a CiviReport accessible to anonymous users. I can set the report's "Access" to allow anonymous users, but I want them to see the results of the page without giving them the ...
CommunityBot
- 1
0
votes
1
answer
33
views
Why is the Sorting tab missing from CiviReport?
What configuration is required in order to display the "Sorting" tab in CiviReports? Is there a plugin for a Wordpress-based install to allow for column-based sorting?
CommunityBot
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1
vote
1
answer
66
views
How to report on repeating custom fields
My client wants a report on a set of 10 repeating custom fields, each one of which has a date and one of a set of outcomes. e.g there is an 'Accommodation' custom field which has 2 fields - a date and ...
CommunityBot
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1
vote
2
answers
161
views
Can I link memberships to relationships automatically?
I'm using CiviCRM to manage sponsors of children in India for an NGO. I'm configured it and set up some custom fields in order to have the children(contact) connected to the membership.
So far so ...
CommunityBot
- 1
1
vote
1
answer
21
views
How can I get a report to show when contacts were added to a Group?
I have a profile that assigns contacts to a Group so I can later identify those contacts for reporting purposes.
However, I'd really like to get a report includes the date that they were added to the ...
CommunityBot
- 1
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
1
vote
1
answer
86
views
Event Report filter not working
I am trying to create an event report but I am not able to filter a specific event in the Event filter, it shows as "None found" even when there are active events present and there is no error in the ...
CommunityBot
- 1
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
4
votes
3
answers
176
views
Is there a way NOT to email if a report with no result
I need to email a report weekly to a department within organisation. Report usually sent via scheduled job in Pdf format.
If there's no result an email still gets sent. Is there way NOT to email an ...
- 28.7k
1
vote
1
answer
14
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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 ...
CommunityBot
- 1
3
votes
2
answers
132
views
How can I change column width on printed reports
How do I change the width of columns on printed reports. Some columns are too wide and some are too narrow.
CommunityBot
- 1
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 ...
- 24.7k
0
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0
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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?
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 ...
CommunityBot
- 1
2
votes
4
answers
47
views
How to get a list contacts that have not donated within a certain amount of time?
Hello CiviCRM community,
I've been trying to wrap my head around this and can't seem to figure it out.
I'm looking to get list of contacts that have not donated within a certain amount of time to ...
- 39.5k
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 ...
- 24.7k
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
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 ...
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
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
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 ...
- 19.5k
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 ...
- 3,637
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
- 4,093
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 ...
- 7,126
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 ...
- 24.7k
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?
- 4,093
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 ...
- 24.7k
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 ...
- 4,093