Questions tagged [reports]

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4
votes
1answer
37 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 ...
1
vote
1answer
28 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/...
2
votes
2answers
33 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
1answer
36 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
1answer
30 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, ...
2
votes
1answer
34 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 ...
0
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0answers
19 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?
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 ...
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
2answers
26 views

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 ...
2
votes
2answers
25 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 ...
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
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0answers
20 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
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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 ...
2
votes
1answer
13 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 ...
0
votes
1answer
20 views

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, ...
2
votes
0answers
68 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 ...
0
votes
0answers
8 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 ...
2
votes
1answer
57 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 ...
4
votes
2answers
122 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 ...
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 (...
1
vote
1answer
11 views

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?
0
votes
1answer
6 views

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 "...
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 ...
3
votes
1answer
40 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 ...
1
vote
1answer
21 views

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 ...
1
vote
1answer
24 views

I Can't See Who Created Grant Records

I cannot see who has created the grant records on any individual. Here sometimes the cancellation etc for the grant is going on in the registrations. Or you can enter more than one grant. But it is ...
0
votes
1answer
17 views

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 ...
1
vote
1answer
12 views

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 ? ...
1
vote
1answer
17 views

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 ...
1
vote
0answers
20 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 ...
0
votes
1answer
21 views

"Deceased" flag set to "no" by default in standard reports

Why is the "Deceased" flag set to "no" by default in standard reports ? This causes waste of time in understanding why the search results are not full. All other flags are set to &...
2
votes
2answers
67 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
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 ...
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 ...
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
1answer
11 views

How to generate a monthly report for multiple years?

I would like to generate a report that shows monthly breakdowns for last 4-5 years. Is there a shortcut to do it? thanks
1
vote
1answer
21 views

Create contact report with last added contacts

I'm trying to achieve something that sounds trivial. In order to take a look and quantify how many new newsletter subscriber we have, I want to create a contact report listing all contacts belonging ...
3
votes
2answers
32 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?
1
vote
2answers
27 views

How do you properly setup scheduled job for report mailings?

Our cron is setup correctly - however I am not sure our parameters for the job mail_report are. instanceId=[82] format=[print] Also, do I have to create a separate job for each report or can I ...
0
votes
2answers
31 views

Can I create report with filtered custom field values?

When I create reports, they list either Contacts, Contributions, Activities or similar. Is it possible to list Custom Field entries? For example, I have a TAB with custom fields. I'd like to get a ...
1
vote
1answer
20 views

Report: Records that have been updated by owner

Is there a way to go through and create a report (either in Civi or using Drupal Views) that shows what records have been updated by the owner themselves? Such as them going in and updating an ...
3
votes
3answers
77 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 ...
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->...
0
votes
1answer
23 views

CiviCRM Recurring Contributions Report with Campaign

I'm trying to find a way to get a report on all the Recurring Contributions and what campaign they are attached too. Has anyone else done this? The Recurring Contributions report can give me the ...
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 ...
1
vote
1answer
50 views

How to email a link to a confidential document in Civi

A client runs several night shelters for the homeless & uses Civi. They want to email a 'daily activity' report to staff & volunteers - the content of which is confidential. All staff & ...
2
votes
2answers
59 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
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, ...
2
votes
2answers
43 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 ...