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Questions tagged [reports]

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2
votes
2answers
24 views

Event Reporting to call out Custom Fields in related Contribution Record

Is it possible (via extension perhaps) to get a custom field from a related contribution record to be included in a Event Report ? For example, in a paid event registration, this would create a ...
4
votes
3answers
51 views

Modify emailed reports content

I'd like to get users more in tune with their data by sending them notifications of certain high-value reports. I really don't want them with the data attached in a PDF or worse, a CSV. I'd rather ...
0
votes
1answer
21 views

SYNTAX ERROR in Pledge Report when Balance Due is selected (ver. 5.18.2)

CiviCRM ver. 5.18.2 (or 5.14.2) on Wordpress. Hi all. When Balance Due is selected in Pledge Report > Details we get a syntax error. Here is the error log: [error] $Fatal Error Details = Array ( [...
2
votes
0answers
25 views

CiviCRM Report only showing 50 records

Do anyone else have Donation Reports that only show 50 records on the webpage but when you export it shows all of them? There is no pagination and looking at the demos, it looks like there should be. ...
1
vote
1answer
34 views

What is 'advanced report configuration' and when will it work?

I was updating a report when I noticed a link to 'advanced report configuration' (this was on release 5.13.5). Following that link I got a screen similar to the contact layout editor - but I couldn't ...
1
vote
1answer
11 views

how to remove blank rows in constituent summary report?

Civi 5.15.1, Wordpress 5.2.3 When I run a Constituent Summary report having selected the default columns (none) and default filter (deceased=No), I get a page and a half of squished, blank rows at ...
2
votes
1answer
20 views

Why can't I create a new report from a template?

I am trying to create a dynamic event report from an existing standard template. I go to Administer, click Civireports, then Create new report from template, choose Participant Report, then change ...
2
votes
2answers
37 views

Restrict users to viewing only data in their state?

We are using Civi 5.14 on WordPress 5.1 My client has giving me this request. Can this even be done with Civi? She wants to restrict our volunteers to viewing only contacts within their own state, ...
0
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0answers
15 views

How can you generate a report like SYBUNT - but for consistent donors?

Is there a way to generate a report that demonstrates donors that have consistently donated over the course of the past 3 years - including this year? The SYBUNT report is great for looking up ...
1
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0answers
22 views

Report Customization

We have webform which we captured organization name, contact name and case assigned to manager(One of the contact type). We need to get all details in single report got contact and case details, but ...
0
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0answers
10 views

Report or Search to Compare Campaign Contributions

I would like to process some reports and I am trying to figure out how best to do it. The reports would be similar to SYBUNT and LYBUNT - but would be based on campaigns. Examples: Donor donated in ...
2
votes
1answer
32 views

Running report gives me a 404

Having a very odd error with a CiviCRM install on wordpress. Every seems to be working (membership signup, looking up people, etc.) except running reports. Click on report URL View report options, ...
0
votes
0answers
9 views

How to get report of multiple recurring events?

I have an ongoing recurring weekly event setup. I would like to export a list of participants that have attended during the period of Jan 2018-Dec 2018. Is there an easy way to do it other than ...
3
votes
1answer
22 views

Printing reports without showing filters

Is it possible to print reports without the list of filters used displayed at the top? Thank you
0
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0answers
14 views

Why is filter not working in contact report but works in constituent report

When I run a contact report with filter group is one of it doesn't select but a constituent report with filer group is one of
1
vote
1answer
50 views

Case Type Filter bug in Case Summary Report? Multiple case types reported

Applying the case type filter in the case summary report CRM_Report_Form_Case_Summary is resulting in two case types being reported where only one is selected in the case type filter. Looking at the ...
2
votes
1answer
23 views

How to remove “Report URL” from emailed PDF reports header?

I would like to remove the link from a report email header. Is it easy to achieve? thanks
0
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0answers
11 views

Combine reports of 2 kinds. Possible?

I would like to get a report of "activities" and include some information specifically related to contribution. This is what I am expecting to see in results the report: Source name - (backend user) ...
3
votes
2answers
55 views

Get civiMail report by API

I'm trying to get Report data about a Sent email through the API. I can see the report at: www.example.com/civicrm/mailing/report?mid=388&reset=1 And I can get data corresponding to the email ...
3
votes
1answer
16 views

How Do I Get a CiviCRM Report to be an attachment in a schedule job to email to a colleague?

I have created some reports for our membership director and have set up scheduled jobs to email those reports on the first day of each month. I tested them out but got lines of code and then the ...
2
votes
1answer
19 views

How to generate a report on VAT collected (HST in my case)

I'm sure I'm missing something obvious since I'm not an accountant or bookkeeper. I think I have everything set up to collect HST using the information at https://docs.civicrm.org/user/en/latest/...
3
votes
2answers
29 views

Report on Memorial gifts made in memory of a person

I am new to CiviCRM. How would I run a list of donors and their contact information who have made contributions in memory of someone? Your help would be appreciated. Thanks. Felicia
2
votes
1answer
24 views

Inconsistencies in the Contribution Detail report

I'm trying to chase down an inconsistency someone reported in the Contribution Detail report. It doesn't happen with all contacts (in fact I've only seen it in the one they reported, so far). There ...
2
votes
1answer
16 views

How do I run a report for an event

How do I run a report on an event that includes things such as participant name, email and organisation they are from?
3
votes
1answer
40 views

Create report of group count

I would like to create a report which simply has the total number of people in a particular group. The reason for a report rather than just going to manage groups and looking is that I want to email ...
2
votes
1answer
37 views

Event contribution summarized by price set

We use price sets for all of our events, and make extensive use of the price set header to display a "call to action" asking people to give generously/consciously/etc. We have a variety of wording ...
1
vote
1answer
32 views

Adding new grouping to a report

I'd like to add a new grouping option to an existing report. Is it possible to group by the payment instrument in the Contribution Summary Report? The option Payment Instrument is not showing up on ...
1
vote
1answer
37 views

Net amount not calculating for event registration

Civicrm 5.7.0/Wordpress 4.9.8: When I manually enter an event registration that needs a payment processor fee, prior to civicrm upgrade to 5.7.0 from 4.7.19, there was an area at the bottom of the ...
0
votes
1answer
10 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 ...
2
votes
1answer
23 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 ...
2
votes
0answers
21 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
vote
1answer
37 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
vote
2answers
23 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
votes
1answer
21 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
votes
1answer
22 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
votes
1answer
24 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
vote
1answer
21 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
votes
1answer
27 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
22 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
votes
1answer
47 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
vote
1answer
19 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
votes
1answer
55 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
vote
2answers
30 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
votes
2answers
33 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
vote
1answer
53 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
votes
1answer
37 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
vote
0answers
32 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
vote
1answer
14 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
votes
0answers
29 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
vote
1answer
69 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 ...