Questions tagged [reports]

The tag has no usage guidance.

32 questions with no upvoted or accepted answers
Filter by
Sorted by
Tagged with
3
votes
0answers
23 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 ...
3
votes
0answers
42 views

Line item detail report with subtotaled dollar amounts

Our accountants are asking for a report that seems pretty reasonable but I am not finding a civicrm report that will deliver it. Maybe there's one that does but not obvious, or an extension? All of ...
2
votes
0answers
66 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 ...
2
votes
0answers
39 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
votes
0answers
33 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. ...
2
votes
0answers
34 views

Can activity tags be included in activity reports or exports?

tags have been added to a variety of activities by a user over the last few months. Now they want to include the tag details in a report. As far as I can see activity reports can filter by tag, but ...
2
votes
0answers
31 views

Custom data sets, search and display in CiviCampaign

I am currently setting up CiviCRM for the small NGO I currently work for, and I am having a lot of trouble with CiviCampaign. We use CiviCampaign to record every fundraising campaign the organization ...
2
votes
0answers
36 views

Reports won't save as dashlets

I cannot save Reports to Dashlets. I have taken a Membership Detail report and edited it to show me the information I want. I go to the Access tab and click on "Available for dashboard?" and Save it, ...
1
vote
0answers
19 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 ...
1
vote
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
vote
0answers
24 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 ...
1
vote
1answer
61 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 ...
1
vote
1answer
26 views

Problem with Aggregating Households Extension after upgrade to 5.3.1

I had this problem after another upgrade and can't figure out how I solved it! (Posted as an issue at github as well.) Extension installed, Enabled | ver 1.2 and at /home/MYSITEDIR/public_html/sites/...
1
vote
0answers
34 views

403 when I run most reports as super admin

I have a problem with my civiCRM installation where I am now unable to run most reports. As super admin I can browse to the report config page where I can select what I display and set filters etc. I ...
1
vote
0answers
50 views

Printing Report in CiviCase

Editing original post: When I click "Print Report" from a case, the page is not pulling the CSS and activities are not showing. After the page reloads, I receive an error: Warning: DOMDocument::...
1
vote
0answers
110 views

How to add a sorting column in Reports

I have a report that I would like sorted by County but that field doesn't appear as a sortable column, although it does appear on the report. This field is in fact 'State/Province' but is renamed via ...
1
vote
0answers
22 views

Reports templates not working on new install

I have installed version 4.7.13 in word press and am trying to get it working. So far so good except for reports, when I try to use most of the reports I get an html page that I can't do anything ...
1
vote
0answers
45 views

Civicrm Rebux PHP limit?

I have installed Civicrm Rebux on our test system This seemed to install fine, no errors reported - however when clicking on it (under reports) I get a white screen of death). On checking error ...
1
vote
0answers
28 views

CiviCRM reports do not support unicode

Some reports do not support unicode characters in contact names: Contact reports: Activity summary Contact Logging Report (Summary)
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
0answers
17 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 ...
0
votes
0answers
19 views

How can I create a checkbox for filtering contacts in report?

I'd like to filter out specific contacts from a (contribution) report, based on a manually enabled or disabled custom field. By default everyone should be included in the report, but if the checkbox ...
0
votes
0answers
15 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 ...
0
votes
1answer
31 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 ...
0
votes
0answers
7 views

How to get a combined report of household and individuals?

CiviCRM 5.32.2 Drupal 7 What I need is a combined report that shows aggregated amount for every contact of the database. Criteria: Show individual contributor. But If some contacts are part of ...
0
votes
0answers
6 views

How can I generate a report that shows list of recurring payment of different types?

I need to generate a report that shows a list of donors who gave above £10 as recurring basis in September 2020. They may have been giving previously or just started in September. The payment comes ...
0
votes
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 ...
0
votes
1answer
33 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 ...
0
votes
0answers
17 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 ...
0
votes
0answers
16 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) ...
0
votes
0answers
54 views

How do I change code in DEVELOPER tab?

How do I change the code in Developer tab in CiviCRM reports?
0
votes
0answers
23 views

Has anyone customized the Top Donor Report to have a criterium for total amount given?

My users want a list of all the people who have an aggregate donation amount greater than a certain amount. For example, right now they are asking for a list of people who gave more then $250 ...