Questions tagged [reports]
The reports tag has no usage guidance.
189
questions
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9
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 ...
- 61
1
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2
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17
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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, ...
- 11
0
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1
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19
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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 ...
- 1,209
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53
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 ...
- 38.4k
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3
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31
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.
- 723
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2
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28
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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 ...
- 21
2
votes
1
answer
17
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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] ...
- 23
2
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2
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25
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.
- 1,661
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1
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55
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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 ...
0
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1
answer
71
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 ...
- 57
1
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13
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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 ...
- 3,312
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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 ...
- 1
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1
answer
23
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 ...
- 521
3
votes
2
answers
65
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 ...
- 365
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1
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32
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 ...
0
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1
answer
37
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 ...
- 13
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2
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75
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
...
- 454
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73
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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 ...
- 3,312
3
votes
1
answer
78
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 ...
- 3,870
0
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0
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64
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 ...
- 315
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29
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?
- 387
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1
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57
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 ...
- 387
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2
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76
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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: ...
- 1,209
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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=...
- 11
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84
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 ...
- 29
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25
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 "...
- 11
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31
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 ...
- 3,312
1
vote
1
answer
17
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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,...
- 131
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3
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71
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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?
- 387
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83
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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 ...
- 755
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2
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37
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!
0
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1
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30
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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, ...
- 421
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25
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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?
2
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1
answer
42
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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 ...
- 103
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32
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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 ...
- 3,915
2
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2
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31
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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 ...
- 2,908
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26
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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 ...
- 409
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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 ...
- 2,908
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58
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 ...
- 473
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28
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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, ...
- 3,183
2
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0
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76
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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 ...
- 51
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74
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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 ...
- 2,908
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2
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43
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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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12
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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?
- 11
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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 "...
- 2,908
3
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85
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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 ...
- 745
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54
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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 ...
- 409
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26
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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 ...
- 125
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15
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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 ?
...
- 137
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31
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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 ...
- 2,908