Questions tagged [reports]

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7
votes
1answer
640 views

How to write custom report SQL

I'm not asking for the actual solution, but more a pointer to references examples for the structure so I can move forward. CiviCRM 4.7 or WordPress - I need to create a report that I think will be ...
2
votes
3answers
177 views

Custom Report By Relationship

Can you point me to resources that can cover this requirements, I'm sure it would be needed often, and whilst I can dive into working it out from first principals, as a newbie, it would be nice to get ...
4
votes
2answers
120 views

Selecting location type or multiple email/phone fields in Reports

Is it possible to select a location type for default contact reports, or is it just hard-coded to use the Primary address/email/phone? Also, would it be possible to list a report with multiple email ...
2
votes
2answers
58 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
votes
1answer
130 views

Custom fields in the Report Templates

I've managed to generate new fields but I can't add them into the report templates. How can I do that? Thank you
1
vote
1answer
36 views

how do I exclude blank or null in a report

I'm currently trying to set up a simple report for bookkeeping transactions for the last month. It's was great except for the fact it is also including paypal fees on top of the full transaction ...
1
vote
0answers
26 views

Bookkeeping report doesn't record check number for financial account/type

Every day we have to print off a report on the checks (their check numbers, name of payee, etc) we have received and their respective financial account credit codes. However, the bookkeeping report ...
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 ...
0
votes
2answers
177 views

Can't save reports

I'm using CiviCRM 4.7.11 on Drupal. For some time now (not sure how many minor versions) it has not been possible to create reports or to save changes to any reports. The button ("Update Report", I ...