Questions tagged [reports]

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Mail Report Error Is Not Of Type String

CiviCRM v5.48.2, WordPress v 5.9.3 I have a cron running as follows: /usr/local/bin/php /home/xxxxxx/public_html/wp-content/plugins/civicrm/civicrm/bin/cli.php -u xxxxxx -p xxxxxxx -e Job -a execute ...
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2 answers
29 views

If you set a report access permission to everyone, includes anonymous, can it be viewed publicly?

Wordpress - Civi 5.48 I created an event report and I want it so anyone can view who is attending by using the link. I figured out the link part - https://example.org/civicrm/report/instance/44/ I ...
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3 votes
1 answer
75 views

What is the meaning of Intended, bounce and delivered mailing report stats

On a mailing report, there are, amongst other data: Intended recipients Successful deliveries Bounces I know (from scouring the code) that Intended recipients is a count from the mailing recipients ...
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  • 3,678
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22 views

Needing a way to sum a column in a searchkit report

We have several reports that involve quantities (resources purchased, donations, participant attendance, etc) and we would like to be able to sum all values in a column. I haven't found a quick way to ...
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  • 109
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1 answer
23 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?
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  • 355
2 votes
1 answer
38 views

How to get "Last contribution amount" and "Last contribution date" into report?

I'm needing a way to add 2 columns to contribution summary report, 1 for displaying "last contribution date" and 1 for "last contribution amount" in a CiviReport. Is there an easy ...
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  • 355
1 vote
2 answers
35 views

Scheduled Job -- Mail report - cannot find InstanceID

Set up schedule job for mail reports. the following error is in the log: Finished execution of Mail Reports with result: Failure, Error message: Report Mail Triggered... Required parameter missing: ...
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  • 1,139
1 vote
1 answer
17 views

How to update the action which behind a custom menu

We have a custom menu which has been created years ago and the one in charge is not with us anymore. The menu makes a contribution extraction and generates a pdf. The menu open a page on the url page=...
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1 answer
32 views

How do you create reports that show the number of

We need to report on various demographics (gender, age, sexuality, ethnicity, etc...) and changes over time... So far, I seem to only manage to produce lists of individuals / contacts that match each ...
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  • 15
1 vote
1 answer
19 views

how to get a list of activities with their details from some created activity new fields

I need to get a report of activities listed with some extra fields I created for the activity layout. Ex: Type of activity: MEASUREMENTS. I created 2 new fields called "high" and "...
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1 vote
0 answers
26 views

Possible to build contribution report that groups contributions by employer and includes number of employees?

I would love to be able to make a report in Civi using stock reports, extended reports or reports pro that produces or can be modified to generage the following output: Employer # of Employees # of ...
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  • 3,252
1 vote
1 answer
10 views

contact report with custom field as section heading

I have a custom field, "Location" with 10 values. There are a variable number of Mentors at each location. I'm trying to get a report that, for each location, has Location as section heading,...
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  • 111
1 vote
3 answers
60 views

Does CiviReport have a concept of "Group By"?

My org wants to know which countries were represented at an event. A simple way to do this is to "group by" country. Does CiviReport have a concept of grouping by a column?
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  • 355
4 votes
1 answer
57 views

SearchKit vs CiviReport vs Jasper: Best reporting tool to integrate into Civi?

it's been a while since I've reviewed all the BI reporting options available to us, and I'd love to get feedback on what people are using these days. For years now, I've combined any Civi install with ...
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  • 753
3 votes
2 answers
36 views

Email signup reporting?

Is there a way to generate a monthly report on new email signups? We just want to track new users that sign up via our website platform. Thanks in advance!
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0 votes
1 answer
30 views

Upgrade to 5.38.1 seems to loose all my user created reports [closed]

Hi I'm testing upgrading to 5.38.1 and when I install ( even before database upgrade ) all my user created reports seem to have gone. ( user created reports - I means where they go in, copy a report, ...
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21 views

Creating Ad Hoc Reports

I'd like to create reports on member retention and churn rates but seems I'm forced to create a report based on a template instead of defining it myself. Any suggestions on how to go about this?
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2 votes
1 answer
35 views

Report on Scheduled Reminders

How do I get a report on the scheduled reminders the system sends on schedule please? Under Reports there are Mailing Reports and I tried the Advance Search. However these seem to search for mailings ...
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  • 93
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0 answers
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How does CiviCRM work out the numbers it reports in the 'Renew' columns on the Membership Dashboard?

I've just been responding to a client's query about why the numbers in the membership dashboard (/civicrm/member?reset=1) don't tally up. I assume, although it's not clear, that the data displayed in ...
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  • 3,574
2 votes
2 answers
28 views

How to add an activity for the contacts generated via a report?

I have a list of contacts from a contribution report, and I would like to add an activity based on the latest result from the report. My first thought was to have a "action link" to update ...
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  • 2,836
0 votes
0 answers
23 views

Database error "Unknown field" when trying to add contacts to a group from a report

Created a report with some custom fields in it. The report show up correctly with the custom field used When I click on "Add Contacts to Group" and choose a group I see a blank page stating ...
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2 votes
1 answer
13 views

Where is the privacy filters located in report templates?

By default all privacy filters i.e. do not email, do not mail, etc is loaded in the report, except for do not trade. Where in the report (contribution details )template this filters are located? How ...
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  • 2,836
0 votes
1 answer
47 views

Unable to map fields when exporting to CSV

We are unable to map fields when exporting to CSV. Using Primary Field export gets us the standard csv, but when option to select fields for mapping is checked, seems to go into a loop (see attached ...
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  • 473
0 votes
1 answer
25 views

Why does my 'Delete Case' action in the case search report not work?

When I use the 'Find Cases' report (from the Case menu), and I select [Delete Cases] it does nothing. And it looks de different. Like this: CiviCRM version 5.34.alpha1 on Drupal: And besides that, ...
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2 votes
0 answers
73 views

Civimail Reports Errors

I recently updated CiviCRM and am now having errors with the CiviMail reports. My setup uses: CiviCRM 5.32.2 Drupal 7.77 PHP 7.4 Below is the step-by-step description of what happens. Click on ...
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2 votes
1 answer
65 views

Email report via cron gets moved every time it runs!

I have scheduled job (daily) to email a report to myself. I would like to receive it on a specific time everyday. Although I have set the time when it should run, every time it runs on a different ...
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  • 2,836
1 vote
2 answers
35 views

Reporting on contribution amounts when added to a membership page

We've added the option to accept additional donations when initiating or renewing a membership by enabling the Contribution Amounts section on a contribution page but there doesn't seem to be a way to ...
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1 vote
1 answer
11 views

report to show all my outstanding activity

I want to be able to pull a report that shows all the activity that i have recorded, for scheduled, completed and ongoing. How do i do this please?
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0 votes
1 answer
11 views

How can I add a "Recurring" filter to core "Repeat contribution" report?

I need a particular type of report which I could not find in core or extended reports. So I thought of modifying the core report PHP and place it in custom PHP directory. I have manage to add "...
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  • 2,836
3 votes
1 answer
55 views

How to create a recent new contacts report?

I'm trying to create a report of recent new contacts, ideally to make it available to our team as a dashboard widget. I've managed to get a report with the results I want using the Contact Logging ...
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1 vote
1 answer
26 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 ...
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0 votes
1 answer
19 views

How do you run a membership/event report?

To be considered a 'voting' member in our organization, you have to be an active member, and also have attended a certain number of events in the past year. I see how to run a membership report, and I ...
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  • 125
1 vote
1 answer
14 views

Pie Chart in contribution report showing the total in last bar

The pie chart on contribution report summary shows the amount of contributions of each months but adds the grand total of all contributions on the last month. Strange. Is there a mean to avoid this ? ...
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  • 137
1 vote
1 answer
18 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 ...
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  • 2,836
1 vote
0 answers
22 views

Choose by date range always at 12:00am

Still getting used to CiviCRM in general and version 5.26.2 specifically. WordPress 5.4.2. Entering a 'Choose By Date' range seems to always default to 12:00AM in a search. So if I search for all ...
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0 votes
1 answer
21 views

"Deceased" flag set to "no" by default in standard reports

Why is the "Deceased" flag set to "no" by default in standard reports ? This causes waste of time in understanding why the search results are not full. All other flags are set to &...
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  • 137
2 votes
0 answers
45 views

Warning messages on some reports

For some time now I have been getting some spurious warning messages at the top of some but not all reports. Can't see a pattern. I get it in Constituent Detail, but not my own report created from in ...
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  • 3,127
2 votes
2 answers
70 views

List of count of tag members?

Is it a report or anything like that, that could display a list of all tags together with a count of contacts with each tag?
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  • 2,211
0 votes
0 answers
15 views

Report Plus: Issue with filtering campaigns

We've found an issue with Report Plus. The extension doesn't show the choosed campaign (via filters) in the results. So if we choose to filter for Campaign A, it shows another different campaign. This ...
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  • 21
1 vote
0 answers
8 views

Report filters: How can I sorts date field ascending so blank fields are shown last

I have created a custom field to capture grant deadlines in dd-mm-yyyy format. How can I sort this date field ascending so blank fields are shown last
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1 vote
1 answer
12 views

How to generate a monthly report for multiple years?

I would like to generate a report that shows monthly breakdowns for last 4-5 years. Is there a shortcut to do it? thanks
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  • 2,836
1 vote
1 answer
23 views

Create contact report with last added contacts

I'm trying to achieve something that sounds trivial. In order to take a look and quantify how many new newsletter subscriber we have, I want to create a contact report listing all contacts belonging ...
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3 votes
2 answers
42 views

Report of groups and number of members

I would like to have a report that lists: the name of each group the description of each group the number of members in each group How can I do that?
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  • 195
1 vote
2 answers
44 views

How do you properly setup scheduled job for report mailings?

Our cron is setup correctly - however I am not sure our parameters for the job mail_report are. instanceId=[82] format=[print] Also, do I have to create a separate job for each report or can I ...
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  • 3,252
5 votes
3 answers
68 views

How do you report group history? (audience growth/change)

We transitioned from MailChimp to Mosaico - overall is been okay - but there is a report we were asked to generate that I can't seem to figure out. The report would display group size over time (...
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  • 3,252
1 vote
2 answers
37 views

Can I create report with filtered custom field values?

When I create reports, they list either Contacts, Contributions, Activities or similar. Is it possible to list Custom Field entries? For example, I have a TAB with custom fields. I'd like to get a ...
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  • 992
0 votes
1 answer
38 views

Errors Tracking Opens

We are having an issue with tracking opens for mailing. Click throughs track fine but opens do not. I inserted the URL for the tracking image into my browser and got a 500 error. I get the following ...
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  • 2,279
1 vote
1 answer
21 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 ...
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3 votes
3 answers
85 views

How to generate a report excluding recurring contributions?

Is there any way to get a report, ideally something like the Contribution Summary report, which allows you to filter by recurring or non-recurring contribution? It would be quite useful to be able to ...
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  • 1,569
2 votes
1 answer
30 views

Warning: Illegal offset type (multiple) when creating new report from template (D8/Civi5.11)

I'm using Drupal 8 / Civi 5.11 I get the following errors on the screen multiple times (one for each Drupal role in my system) when I attempt to create a new report in CiviCRM (CiviCRM->Admin->...
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