Questions tagged [reports]

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1answer
4 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 ...
1
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1answer
8 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 ? ...
1
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1answer
15 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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0answers
18 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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1answer
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 &...
2
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0answers
35 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 ...
2
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2answers
52 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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0answers
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 ...
1
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0answers
7 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
1
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1answer
9 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
1
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1answer
15 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 ...
3
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2answers
29 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?
1
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2answers
23 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 ...
5
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2answers
52 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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2answers
24 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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1answer
27 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 ...
1
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1answer
18 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 ...
3
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3answers
59 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 ...
2
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1answer
15 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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1answer
22 views

CiviCRM Recurring Contributions Report with Campaign

I'm trying to find a way to get a report on all the Recurring Contributions and what campaign they are attached too. Has anyone else done this? The Recurring Contributions report can give me the ...
3
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0answers
22 views

Bug report for extended reports- Post on Github…?

Can I post this here? Or do I need to go on https://github.com/eileenmcnaughton/nz.co.fuzion.extendedreport ? I am a user with no development expertise or ability to fix anything, would just love it ...
1
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1answer
47 views

How to email a link to a confidential document in Civi

A client runs several night shelters for the homeless & uses Civi. They want to email a 'daily activity' report to staff & volunteers - the content of which is confidential. All staff & ...
1
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1answer
19 views

I Can't See Who Created Grant Records

I cannot see who has created the grant records on any individual. Here sometimes the cancellation etc for the grant is going on in the registrations. Or you can enter more than one grant. But it is ...
2
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2answers
52 views

Is there a way to change the Pending (Pay Later) payment method?

Its quite confusing. The default payment method is check. When someone says they are paying later - it can be a multitude of payment options. When we record the payment - it still shows the main ...
2
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2answers
35 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
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3answers
63 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
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1answer
26 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
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0answers
27 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
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1answer
38 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
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1answer
19 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
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1answer
22 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
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2answers
55 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, ...
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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 ...
2
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1answer
35 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, ...
3
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1answer
23 views

Printing reports without showing filters

Is it possible to print reports without the list of filters used displayed at the top? Thank you
1
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1answer
55 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
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1answer
28 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
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0answers
14 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
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2answers
63 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
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1answer
18 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
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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
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2answers
32 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
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1answer
29 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
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1answer
17 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
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1answer
46 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
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1answer
44 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
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1answer
42 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
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1answer
42 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
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1answer
14 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 ...