Questions tagged [reports]
The reports tag has no usage guidance.
203 questions
0
votes
1
answer
15
views
Unable to save or refresh reports
I have my initial set up of civiCRM on C-panel (vs 122), civiCRM 5.79.0-wordpress (6.7.1) PHP vs 8.3.13. I have set up membership and donation forms and tested these with a few entries - which I can ...
1
vote
1
answer
28
views
Wordpress reports not showing all data on front end
I'm migrating from Joomla to Wordpress and have some strange behaviour on reports where some data is not being displayed on the screen. It's there because when I do an "inspect" I can see it....
- 21
0
votes
1
answer
12
views
How can I report on the first activity date or first contribution date for a constituent?
I'm looking for a way to report on the first activity date OR first contribution date for a contact. For the activity date I'd like to download this data and then for the contributions add them to a ...
- 11
0
votes
1
answer
22
views
How can our volunteers record their volunteering activity hours themselves?
We use CiviCRM for managing relationships with donors, volunteers, members, and other stakeholders etc.
I would like to implement something that would allow our volunteers to record the time they ...
0
votes
0
answers
19
views
Contact Report with all data
We need a report or a file with all data on all contacts in Civi. This should include assigned tags (e.g., major donors, etc.). In other words, everything that has ever been entered. Is that possible?
1
vote
0
answers
52
views
Error Message On Mail Report Cron Job
This past weekend, we switched our hosting of CIVICRM from Siteground to Linode. Now, when we run the Mail Report CRON job, we are getting the following error. It appears that it is having difficulty ...
- 121
0
votes
0
answers
59
views
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 ...
- 395
3
votes
1
answer
29
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 ...
- 3,014
3
votes
1
answer
25
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 ...
- 2,965
1
vote
2
answers
109
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 ...
- 11
1
vote
1
answer
87
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 ...
- 3,553
0
votes
1
answer
11
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 ...
- 487
0
votes
1
answer
80
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 ...
- 395
0
votes
2
answers
34
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 ...
- 1
2
votes
1
answer
54
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 ...
- 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, ...
- 11
0
votes
1
answer
23
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 ...
- 1,239
1
vote
1
answer
90
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 ...
- 39.5k
1
vote
3
answers
52
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.
- 792
2
votes
2
answers
37
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 ...
- 21
2
votes
1
answer
24
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] ...
- 23
2
votes
2
answers
31
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.
- 2,186
2
votes
1
answer
67
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 ...
0
votes
1
answer
81
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
vote
0
answers
15
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 ...
- 3,553
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 ...
- 1
1
vote
1
answer
40
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 ...
- 651
3
votes
2
answers
86
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 ...
- 385
0
votes
1
answer
38
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 ...
1
vote
1
answer
50
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 ...
- 23
1
vote
2
answers
86
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
...
- 546
0
votes
2
answers
77
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 ...
- 3,553
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 ...
- 3,952
0
votes
0
answers
121
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 ...
- 335
0
votes
1
answer
33
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?
- 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 ...
- 419
1
vote
2
answers
94
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: ...
- 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=...
- 11
0
votes
1
answer
125
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
1
vote
1
answer
30
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
1
vote
0
answers
35
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 ...
- 3,553
1
vote
1
answer
22
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,...
- 131
1
vote
3
answers
79
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?
- 419
5
votes
1
answer
112
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 ...
- 827
3
votes
2
answers
39
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
votes
1
answer
32
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, ...
- 431
0
votes
0
answers
27
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?
2
votes
1
answer
52
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 ...
- 103
0
votes
0
answers
39
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 ...
- 4,135
2
votes
2
answers
33
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 ...
- 3,014