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Questions tagged [reports]

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0
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1answer
4 views

Contribution Report Section Headers no longer list subtotal amounts

Previously, if you used a section header on a contribution detail report, the section header would show the number of contributions and the subtotal of that section in parentheses. So for example, if ...
1
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1answer
13 views

Report for number of events attended by each person

I would like a report that lists the number of events attended by (or registered by) each participant. This seems like something that a lot of organizations would find useful, yet I can't seem to ...
1
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0answers
16 views

Can activity tags be included in activity reports or exports?

tags have been added to a variety of activities by a user over the last few months. Now they want to include the tag details in a report. As far as I can see activity reports can filter by tag, but ...
1
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1answer
19 views

Extended Reports Extension - reports do not appear

I have installed the Extended Reports Extension, but cannot see any reports, or any configuration options related to them. Where should I be looking? I have tried on two installations with the same ...
1
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2answers
12 views

Volunteer Report Error: Expression #2 of SELECT list is not in GROUP BY clause

I'm trying to run a volunteer report on CiviCRM 5.5.2 on WordPress, and if I go to Reports -> Contact Reports -> Volunteer Reports, then click "Refresh Results" (no matter what criteria I seem to ...
0
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1answer
11 views

Volunteer Report Throws “DB Error: unknown error”

Seemingly no matter what options I choose on the Volunteer Report it throws the error "DB Error: unknown error" and I don't see anything in the Apache error logs. What's the best way to troubleshoot ...
0
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1answer
10 views

Problem with Aggregating Households Extension after upgrade to 5.3.1

I had this problem after another upgrade and can't figure out how I solved it! (Posted as an issue at github as well.) Extension installed, Enabled | ver 1.2 and at /home/MYSITEDIR/public_html/sites/...
2
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1answer
21 views

Filter Constituents on “Do not trade?”

Before I add a custom field to handle this, I thought I'd make sure I'm not missing something. When I go to Contact Reports -> Constituent Summary, it appears you can include and filter on all the "...
1
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1answer
15 views

How do I create a new folder for reports?

How do I add a new folder to the Reports menu, then move some of my custom reports to that folder? Thanks!
2
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1answer
26 views

Upgraded to 5.4, Donor Report fails with bad sql. Status_id is missing

Upgraded from 4.6.38 to 5.4.0 in a test env. The Donor Report (Summary) and (Detail) both fail on this piece of sql SELECT id, title FROM civicrm_batch WHERE item_count >= 1 AND status_id !...
2
votes
1answer
19 views

Allow users other than Administrator to view report details

We are using civi 5.4.1 on Wordpress 4.9. We want to allow users other than Administrator the ability to view reports and click on the names in the reports to view that contacts details. Currently ...
2
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1answer
30 views

BI/ Reporting Tool

Any recommendations on a Business Intelligence/ Reporting Tool? I have used Crystal Reports, IBM Cognos and Oracle Answers in my working life. I am now retired and helping a small community ...
1
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1answer
18 views

How do I filter out memberships (by relationship)?

I have a report that generates a list of members who need to be called to renew, however I want to remove from the report all those with a Membership Type: Annual Member (by relationship). Any ...
0
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1answer
40 views

DB error missing field in contribution reports after upgrade to 5.4.0 (Drupal)

After upgrade to 5.4.0 (from 4.7) I'm seeing fatal DB errors ("no such field") when refreshing Contribution Detail & Summary reports. Debug log shows: $Fatal Error Details = Array ( [callback] =...
1
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2answers
22 views

Keeping historical demographic information, while updating donor information

So we have a unique use case. The organization collects donations from employees of various departments with various roles at the organization. Collecting employee information like title, department,...
0
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2answers
20 views

How can I easily identify recurring contributions that failed to be recorded or failed to occur

Anyone have a good recipe or a report for finding folk who had a recurring payment due in say the last 2 weeks but for whom no contribution was received? I can see ways to do this with Smart Groups ...
1
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1answer
17 views

how do I determine the specific instanceId for a given report

How do I determine the instanceId for a given report? The dropdown on the access panel gives me a subset of all reports, but I can't figure out how to get the id for other reports for email automation....
0
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1answer
22 views

How do I sort the bookkeeping report by date?

How do I sort the bookkeeping report by date (descending)? I have sorted by contribution ID but this isn't exactly by date and when you are looking for a transaction it is easy to assume that it ...
1
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0answers
22 views

403 when I run most reports as super admin

I have a problem with my civiCRM installation where I am now unable to run most reports. As super admin I can browse to the report config page where I can select what I display and set filters etc. I ...
1
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1answer
12 views

Dialing Contribution Aggregate by Relationship back a few year

TL;DR: I want Contribution Aggregate by Relationship to show more years in the past. I'm using the report "Contribution Aggregate by Relationship" to produce a report with columns for giving by year. ...
2
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0answers
23 views

Custom data sets, search and display in CiviCampaign

I am currently setting up CiviCRM for the small NGO I currently work for, and I am having a lot of trouble with CiviCampaign. We use CiviCampaign to record every fundraising campaign the organization ...
1
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1answer
46 views

Illegal mix of collations

Using Joomla 3.8.6, CiviCRM 4.7.31, php 7.0.28, mysql 5.6.39 What should the database collation be for the CiviCRM tables? Mine are all utf8_general_ci. None of the tables in the database are ...
2
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0answers
18 views

Reports won't save as dashlets

I cannot save Reports to Dashlets. I have taken a Membership Detail report and edited it to show me the information I want. I go to the Access tab and click on "Available for dashboard?" and Save it, ...
1
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2answers
28 views

Particular report about contribution on CiviReport

Good morning, I'm writing to ask if it exist a particular report about contributes. I'd like to have a report which contain these columns: Surname/Name, amount and date of the last donation and total ...
1
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2answers
19 views

how do you include email as field in all the contribution reports in Civi CRM

I am new to Civi and am trying to create reports for a fundraising department. How do you add email (or other columns/fields) to the standard contribution reports.
0
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0answers
11 views

Exporting activity information for a specific client group

I've never been able to find a way, either in reports or advanced search, to export specified activity details for a specified group of contacts. Here's an example of what i'd like to do: I'd like ...
0
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1answer
11 views

Create Report Showing The Notes Created for Organisations

I want to create a report that shows the most recent note that has been created for each organisation. When I looked at modifying one of the existing reports, I could not find in any of the reports, ...
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0answers
13 views

Scheduled mail job for a report is empty when it shouldn't be

if I create a scheduled job that sends a report and emails recipients weekly that report - the CSV file includes the column titles but no data. I run the report manually and I see results, so the ...
0
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2answers
14 views

How to pull an event report that lists how many people bought tickets at the different level of ticket prices

I need a report for an event on Civi that lists how many guests bought tickets at the different levels we had our tickets for sale at. How can I do that? I can't figure out if it's possible with any ...
2
votes
1answer
31 views

Does changing a price set for an event retroactively change reports?

If a price set is changed in terms of prices etc will that affect reports for past events that used that same price set? If it did do that we would have a huge list of price sets just to maintain ...
3
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0answers
25 views

Line item detail report with subtotaled dollar amounts

Our accountants are asking for a report that seems pretty reasonable but I am not finding a civicrm report that will deliver it. Maybe there's one that does but not obvious, or an extension? All of ...
4
votes
1answer
99 views

How to create a report for members with no email address

I would like to create a report of members that don't have emails. How would I go about creating such a list in CIVICRM
0
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1answer
18 views

Report with calling form

A user handed me a printed sheet from a previous database and asked me to recreate it. It contains contact information, a list of contributions, the most recent memo, and several blanks to be filled ...
1
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0answers
39 views

Printing Report in CiviCase

Editing original post: When I click "Print Report" from a case, the page is not pulling the CSS and activities are not showing. After the page reloads, I receive an error: Warning: DOMDocument::...
3
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3answers
69 views

Best Way to Print Case Activities

I've been thinking about different ways to create a report that displays case notes (in other words, case activities). These are the two options I've considered, but with some limitations. How do you, ...
3
votes
1answer
44 views

Why does the Constituent Summary & Detail reports contain deleted contacts? (or, how to remove them?)

The constituent summary & constituent detail reports both contain deleted contacts - this is 4.7.21 (and 4.7.23) under Drupal. I verified the problem on this demo site. This doesn't seem right ...
0
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0answers
42 views

How to add a sorting column in Reports

I have a report that I would like sorted by County but that field doesn't appear as a sortable column, although it does appear on the report. This field is in fact 'State/Province' but is renamed via ...
0
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1answer
90 views

how to make charts and graphs in CiviCRM

I was wondering if it is possible through in CiviCRM, WordPress to do charts or graphs. If so, how should I do it? Thank you!
2
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1answer
34 views

Custom fields in the Report Templates

I've managed to generate new fields but I can't add them into the report templates. How can I do that? Thank you
1
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3answers
29 views

Issue with custom report that shows all users registered for event in last 2 years but not this year

I am using Drupal 7 and CiviCRM 4.6.28. I am trying to create a report that will display all of the users who registered for an event in 2015 and 2016, but not yet in 2017. I have the report working ...
1
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2answers
16 views

premium gift reports not showing size ordered

we set up a premium gift ( a t-shirt) for a donation. now i can't find a report that tells me what size of t shirt they wanted. I have downloaded contribution reports but it's not there. need to ...
3
votes
1answer
31 views

Transactions with fee amount don't show up properly in batches

I ran into an issue the other day on a client site with how transactions with fees show up in batches. I wanted to be sure it wasn't unique to their instance so I deployed a fresh CiviCRM 4.7.20 ...
1
vote
2answers
52 views

How to build reports or Views based on who the Manager is

We need some summary reports of Count of open Cases by Case Manager. Maybe overlooking something but not spotting these. Just getting to grips with how Case Manager is identified. Seems to initially ...
1
vote
1answer
69 views

Contribution Summary throws 500 error

Uncaught Error: [] operator not supported for strings in /wp-content/plugins/civicrm/civicrm/CRM/Report/Form/Contribute/Summary.php:580 Don't know whether this started with Civi 4.7.19, WP 4.8, or ...
1
vote
1answer
28 views

For all reports, CiviReport shows a page with no content

I'm getting a mostly blank screen when trying to run reports. I see the CiviCRM menu and page heading, then the page footer, with nothing in between. I get the same thing for every report and every ...
1
vote
1answer
51 views

Error: Warning: ini_set(): A session is active

I am requesting Reports via Cron to email: https://crm.xxx.lv/sites/all/modules/civicrm/bin/cron.php?pass=xxx&name=xxx&key=xxxx&job=mail_report&format=csv&instanceId=70 All ...
0
votes
1answer
38 views

Volunteer Report does not report on 'Role'

When I assign volunteers to shifts via the 'Assign Volunteers' screen, the roles are missing from the Volunteer Report. When I assign volunteers to shifts via the api though, the Volunteer Report ...
0
votes
1answer
11 views

E-mailed report misses a column

I have created Contribution report which also has one Custom Field column (Membership Type). When I open the report, I see all columns. But when I setup Email Delivery and receive the report as CSV, ...
0
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1answer
31 views

How to undo a deleted report

I created a report to log in our donations however this morning when I deleted a batch it has deleted the entire report template and I now have empty contribution batches with just the amounts and not ...
4
votes
1answer
30 views

How can I create A Report based on counties?

As part of our initial member sign-up, we ask folks to list the name of the county where they reside. I want to create a report identifying members who live in specific counties. e.g. A grouping of ...