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Questions tagged [reports]

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7
votes
2answers
103 views

Were they a member last year?

We are trying to come up with some reports that show retention rates over the years. I had thought that I would be able to do a include/exclude search where I include members from 2015 and exclude ...
7
votes
1answer
639 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 ...
5
votes
3answers
59 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 (...
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 ...
4
votes
2answers
67 views

How can I create a report that shows contacts with no activities within a certain date range?

I'm trying to create what my client calls a "Lag Report" that allows them to get a list of contacts with no activities related to them within a certain date range. "Who are my contacts who we have ...
4
votes
1answer
104 views

How to create a report for members with no email address

I would like to create a report of members that don't have emails. How would I go about creating such a list in CIVICRM
4
votes
2answers
122 views

How can I change the 'Postcode' field to work with UK postcodes?

I am currently running tests with CiviCRM 4.6.14 and have custom functionality working as we require. During testing by the end user, an issue has come to light with the 'Postcode' field. Despite ...
4
votes
3answers
65 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 ...
4
votes
1answer
57 views

Transactions with fee amount don't show up properly in batches

I ran into an issue the other day on a client site with how transactions with fees show up in batches. I wanted to be sure it wasn't unique to their instance so I deployed a fresh CiviCRM 4.7.20 ...
3
votes
3answers
73 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 ...
3
votes
2answers
31 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?
3
votes
3answers
342 views

How can I modify the existing report template?

we use the [source] and [external ID] heavily. They are standard civi fields however they do not appear on the report template (detail or summary versions). Pointers on where to go to update the ...
3
votes
2answers
94 views

Can we control what contact name links to on reports?

We have a lot of "Contact Reports" set up and in some of them the contact name links to the contact record but in others it links to another report. I can't see what it is that influences this. Is it ...
3
votes
2answers
68 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
votes
3answers
136 views

Best Way to Print Case Activities

I've been thinking about different ways to create a report that displays case notes (in other words, case activities). These are the two options I've considered, but with some limitations. How do you, ...
3
votes
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
3
votes
1answer
22 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 ...
3
votes
2answers
34 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
3
votes
1answer
59 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 ...
3
votes
1answer
38 views

How can I create A Report based on counties?

As part of our initial member sign-up, we ask folks to list the name of the county where they reside. I want to create a report identifying members who live in specific counties. e.g. A grouping of ...
3
votes
1answer
25 views

How can I filter click-through reports by date range?

long time user of civicrm. Have 4.7.6 installed on Drupal 7 in a linux environment and I'd like to look at an old email's metrics. I see I pull up specific URL click-through metrics, but it shows me ...
3
votes
2answers
170 views

CiviCRM REST API query doesn't return all fields of a 'Report'

I have been trying to retrieve reports based on default report templates through REST API calls. But the fields returned for each report instance is not same as what it is supposed to according to a ...
3
votes
1answer
68 views

How do I determine how many active members there were on a date in the past? [duplicate]

I've been asked to mine CiviCRM to determine how many active members we had on a particular date in the past, i.e. How many active members did we have on Dec 31, 2015? Is there a search or report ...
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 ...
3
votes
1answer
53 views

Why does the Constituent Summary & Detail reports contain deleted contacts? (or, how to remove them?)

The constituent summary & constituent detail reports both contain deleted contacts - this is 4.7.21 (and 4.7.23) under Drupal. I verified the problem on this demo site. This doesn't seem right ...
2
votes
2answers
61 views

How to print reports with non-English characters like accents?

We have instances of CiviCRM in Spanish and Catalan. When we try to print some reports the Spanish and Catalan specific characters (accents, umlauts, etc.) are printed with a wrong charset. E.g. It ...
2
votes
1answer
29 views

Filter Constituents on “Do not trade?”

Before I add a custom field to handle this, I thought I'd make sure I'm not missing something. When I go to Contact Reports -> Constituent Summary, it appears you can include and filter on all the "...
2
votes
2answers
31 views

Track contacts who attended more than 1 event

Is there a way to track contacts that have registered for more than 1 event within the past 12 months? Either through reports or smart groups or any other way?
2
votes
2answers
61 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?
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
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
votes
2answers
81 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, ...
2
votes
1answer
46 views

Report for number of events attended by each person

I would like a report that lists the number of events attended by (or registered by) each participant. This seems like something that a lot of organizations would find useful, yet I can't seem to ...
2
votes
1answer
27 views

Upgraded to 5.4, Donor Report fails with bad sql. Status_id is missing

Upgraded from 4.6.38 to 5.4.0 in a test env. The Donor Report (Summary) and (Detail) both fail on this piece of sql SELECT id, title FROM civicrm_batch WHERE item_count >= 1 AND status_id !...
2
votes
3answers
29 views

Creating a Report on Donor History

Good morning, I need to look through our donors and see who is a recurring donor and who is not. What is the protocol to create these kinds of reports? Thank you!
2
votes
2answers
24 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 ...
2
votes
1answer
55 views

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
votes
1answer
32 views

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 ...
2
votes
2answers
41 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 ...
2
votes
1answer
29 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
2
votes
1answer
21 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/...
2
votes
1answer
31 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
votes
1answer
21 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?
2
votes
1answer
35 views

Allow users other than Administrator to view report details

We are using civi 5.4.1 on Wordpress 4.9. We want to allow users other than Administrator the ability to view reports and click on the names in the reports to view that contacts details. Currently ...
2
votes
1answer
94 views

Membership report showing different status than membership dashboard

We customised the names of the membership status rules to better suit our needs. For example in the membership status rules screen, 'New' was changed to 'New Members' and 'Current' was changed to '...
2
votes
1answer
56 views

Excluding blank or null values from report

I'd like to create a report that includes a record if ANY value for a particular column is present, but excludes if there is no value. For example, for gender of Male or Female, I'd like to filter if ...
2
votes
1answer
12 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
votes
1answer
22 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->...
2
votes
1answer
37 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, ...