Questions tagged [reports]

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Log Detail Report - DB Error when viewing an update to a contact

Developer question. Civi 5.71.1 on Drupal 10 with a separate db for CiviCRM logs. Symptom I'm getting many "DB Error: no such field" errors when viewing "update" changes in the Log ...
Justin657's user avatar
  • 195
2 votes
1 answer
23 views

How to get a feedback statistic using civicrm custom field?

I have created a set of custom fields with 5 questions. It has 5 radio button rating 1 to 5. Then the questions were used in a profile to receive feedback from customers for the services they are ...
Tapash's user avatar
  • 2,992
3 votes
1 answer
24 views

With the Job Report Sender can multiple reports be sent from the same job, e.g. instanaceId=1, instancesId=2, instanceId= 4

We have a bunch of reports we want send to different people once a week. The generic description of the the Report Sender sounds like we only need a new different Report Sender job if the frequency ...
Paul-Tahoe's user avatar
  • 2,965
0 votes
2 answers
68 views

SearchKit: Complex contribution reports – duplicating issues

Essentially, I'm trying to create a report that lists all contributions per contact per year; one row per contact and a column for each year's total (say for the past five years). Pulling the ...
Sam Hunt's user avatar
1 vote
1 answer
37 views

Can you save sort order in SearchKit? What is Compose Search?

I am creating a mail report and I want to sort by Scheduled Date (decending). When I save the search, all looks good, but when I come back to the search or view results, it defaults to sorting by date ...
themak's user avatar
  • 3,411
0 votes
1 answer
8 views

Report on form submission

I was wondering if it is possible to generate some statistics on how many people have completed our newsletter subscription form (which runs as a Drupal webform with various custom fields, we have ...
Cozy4907's user avatar
  • 487
0 votes
1 answer
70 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 ...
Justin657's user avatar
  • 195
0 votes
2 answers
29 views

Can Not Run Reports

Nothing has changed, that I know of, since yesterday. Same browser, same everything. All of a sudden today I am unable to run reports and get the following message: " Sorry, due to an error, we ...
Amy's user avatar
  • 1
2 votes
1 answer
43 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 ...
markd's user avatar
  • 71
1 vote
2 answers
22 views

SOS- numerical field quantity in contribution export

Turning in circles here and going crazy- I created a contribution page with a price set that includes numerical fields when guests want to purchase multiple individual tickets for our upcoming gala, ...
Kheath's user avatar
  • 11
0 votes
1 answer
21 views

Should email receipts (for events) be recorded as an activity for the recipient?

Activity reports with a filter of Receipt do not show receipts sent Should they be shown? Is there another way to see a report on whether a receipt email is actually sent? Search kit also does not ...
Dave T's user avatar
  • 1,239
1 vote
1 answer
83 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 ...
Jon G - Megaphone Tech's user avatar
1 vote
3 answers
44 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.
Hershel's user avatar
  • 735
2 votes
2 answers
33 views

Producing a list of donors who have setup a recurring donation

I need to be able to pull a list (in CSV or Excel format) that lists people with a recurring donation. This is so we can contact them annually and ask if it's OK to roll over their donation. I know I ...
david's user avatar
  • 21
2 votes
1 answer
21 views

Tracking Repeat Attendees

I am looking to report on how many of our event attendees have previously attended an event, but I can't seem to find a way in search-kit. Search for "contacts who have registered for [event x] ...
David's user avatar
  • 23
2 votes
2 answers
28 views

Tokens in a Reports Title and Format section?

Is it possible to use tokens in Report Title/Header/Footer? Gave it a quick try with {contact.first_name} and failed.
yurg's user avatar
  • 2,005
2 votes
1 answer
63 views

dashboard and dashlets drag and drop broken. can drop any dashlet in dashboard

Good morning, I'm new to Civicrm and I'm hooked! I was configuring the reports and dashlets for the Civicrm dashboard. At first everything was fine, but I decided to remove all the dashlets I already ...
GUILLERMO PALACIOS RINCÓN's user avatar
0 votes
1 answer
78 views

Reports failing after upgrade whenany filter enabled

After upgrading to 5.54.1, most reports are failing to run for us, generating the error below: Error thrown Call to undefined method Html2Text\Html2Text::getText() Some reports were seemingly ok but ...
astroned's user avatar
1 vote
0 answers
14 views

Is there a Mailing Report that Groups Link Click Counts

I want to be able to create a report that shows the most clicked links for emails of a certain campaign over a period of time. As simple as URL, Unique Clicks, Clicks I know I can do that on a per ...
themak's user avatar
  • 3,411
0 votes
0 answers
11 views

Producing list of available reports to drop into spreadsheet

I'm new to CiviCRM so this may be a naïve question but is it possible to extract a list of reports that I can drop into a spreadsheet for circulation? Idea is to send a list out for review (what do we ...
Mike H's user avatar
  • 1
1 vote
1 answer
27 views

Sorting of Reports by Modified Date

I am working with the Constituent Summary report and then saving a copy with the fields that I want displayed. One of the fields is Modified Date, but when I go to SORTING, Modified Date is not one of ...
jsherk's user avatar
  • 561
3 votes
2 answers
80 views

Create report including data from contact and from related contact

I have contacts who are parents and related to contacts who are children. Child is registered for an event. Parent is not registered for any event. I want to create a report that lists each child and ...
EricLB's user avatar
  • 385
0 votes
1 answer
36 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 ...
user13575's user avatar
1 vote
1 answer
42 views

Show all contributions from top donors

I am trying to report on our top donors by year. I can see where to pull the top donor report, but that only aggregates the contributions per donor. That is part of what I need, but I am missing how ...
philamir's user avatar
1 vote
2 answers
80 views

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 ...
Paul Williams's user avatar
0 votes
2 answers
76 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 ...
themak's user avatar
  • 3,411
3 votes
1 answer
82 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 ...
artfulrobot's user avatar
  • 3,930
0 votes
0 answers
92 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 ...
zach's user avatar
  • 315
0 votes
1 answer
31 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?
dsmith63's user avatar
  • 419
2 votes
1 answer
58 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 ...
dsmith63's user avatar
  • 419
1 vote
2 answers
82 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: ...
Dave T's user avatar
  • 1,239
1 vote
1 answer
18 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=...
user13052's user avatar
0 votes
1 answer
109 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 ...
Bern's user avatar
  • 29
1 vote
1 answer
27 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 "...
Joserra's user avatar
  • 11
1 vote
0 answers
32 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 ...
themak's user avatar
  • 3,411
1 vote
1 answer
19 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,...
Tom's user avatar
  • 131
1 vote
3 answers
76 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?
dsmith63's user avatar
  • 419
5 votes
1 answer
99 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 ...
Paul B's user avatar
  • 817
3 votes
2 answers
38 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!
Rachel Welles's user avatar
0 votes
1 answer
31 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, ...
Alan Fuller's user avatar
0 votes
0 answers
26 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?
Ronald Jamieson's user avatar
2 votes
1 answer
44 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 ...
sri's user avatar
  • 103
0 votes
0 answers
36 views

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 ...
Graham's user avatar
  • 4,025
2 votes
2 answers
31 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 ...
Tapash's user avatar
  • 2,992
0 votes
0 answers
27 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 ...
Tobias Krause's user avatar
2 votes
1 answer
14 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 ...
Tapash's user avatar
  • 2,992
0 votes
1 answer
69 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 ...
GrannyKat's user avatar
  • 493
0 votes
1 answer
29 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, ...
Kainuk - CiviCooP's user avatar
2 votes
0 answers
76 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 ...
lkwetter's user avatar
2 votes
1 answer
79 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 ...
Tapash's user avatar
  • 2,992