Questions tagged [reports]

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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. ...
1
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1answer
39 views

What is 'advanced report configuration' and when will it work?

I was updating a report when I noticed a link to 'advanced report configuration' (this was on release 5.13.5). Following that link I got a screen similar to the contact layout editor - but I couldn't ...
1
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1answer
23 views

how to remove blank rows in constituent summary report?

Civi 5.15.1, Wordpress 5.2.3 When I run a Constituent Summary report having selected the default columns (none) and default filter (deceased=No), I get a page and a half of squished, blank rows at ...
2
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1answer
23 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
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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, ...
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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 ...
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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 ...
3
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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
2
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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
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1answer
48 views

Event contribution summarized by price set

We use price sets for all of our events, and make extensive use of the price set header to display a "call to action" asking people to give generously/consciously/etc. We have a variety of wording ...
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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) ...
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2answers
184 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 ...
3
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2answers
69 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
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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 ...
2
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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/...
3
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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
2
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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
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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?
3
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1answer
60 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 ...
1
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1answer
155 views

Invalid argument supplied for foreach in Report.php on line 264

I'm setting up some scheduled jobs to email csv reports on a regular basis. I set up the job in scheduled jobs and whether I select "execute now" or run it through a cron job, I get this error: ...
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1answer
54 views

Adding new grouping to a report

I'd like to add a new grouping option to an existing report. Is it possible to group by the payment instrument in the Contribution Summary Report? The option Payment Instrument is not showing up on ...
1
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1answer
45 views

Net amount not calculating for event registration

Civicrm 5.7.0/Wordpress 4.9.8: When I manually enter an event registration that needs a payment processor fee, prior to civicrm upgrade to 5.7.0 from 4.7.19, there was an area at the bottom of the ...
0
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1answer
15 views

Contribution Report Section Headers no longer list subtotal amounts

Previously, if you used a section header on a contribution detail report, the section header would show the number of contributions and the subtotal of that section in parentheses. So for example, if ...
2
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1answer
48 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
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0answers
36 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 ...
1
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1answer
39 views

Extended Reports Extension - reports do not appear

I have installed the Extended Reports Extension, but cannot see any reports, or any configuration options related to them. Where should I be looking? I have tried on two installations with the same ...
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2answers
35 views

Volunteer Report Error: Expression #2 of SELECT list is not in GROUP BY clause

I'm trying to run a volunteer report on CiviCRM 5.5.2 on WordPress, and if I go to Reports -> Contact Reports -> Volunteer Reports, then click "Refresh Results" (no matter what criteria I seem to ...
0
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1answer
27 views

Volunteer Report Throws “DB Error: unknown error”

Seemingly no matter what options I choose on the Volunteer Report it throws the error "DB Error: unknown error" and I don't see anything in the Apache error logs. What's the best way to troubleshoot ...
1
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2answers
21 views

premium gift reports not showing size ordered

we set up a premium gift ( a t-shirt) for a donation. now i can't find a report that tells me what size of t shirt they wanted. I have downloaded contribution reports but it's not there. need to ...
2
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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 "...
1
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1answer
25 views

How do I create a new folder for reports?

How do I add a new folder to the Reports menu, then move some of my custom reports to that folder? Thanks!
2
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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
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1answer
36 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
71 views

BI/ Reporting Tool

Any recommendations on a Business Intelligence/ Reporting Tool? I have used Crystal Reports, IBM Cognos and Oracle Answers in my working life. I am now retired and helping a small community ...
1
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1answer
47 views

For all reports, CiviReport shows a page with no content

I'm getting a mostly blank screen when trying to run reports. I see the CiviCRM menu and page heading, then the page footer, with nothing in between. I get the same thing for every report and every ...
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1answer
20 views

How do I filter out memberships (by relationship)?

I have a report that generates a list of members who need to be called to renew, however I want to remove from the report all those with a Membership Type: Annual Member (by relationship). Any ...
0
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1answer
66 views

DB error missing field in contribution reports after upgrade to 5.4.0 (Drupal)

After upgrade to 5.4.0 (from 4.7) I'm seeing fatal DB errors ("no such field") when refreshing Contribution Detail & Summary reports. Debug log shows: $Fatal Error Details = Array ( [callback] =...
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2answers
57 views

Particular report about contribution on CiviReport

Good morning, I'm writing to ask if it exist a particular report about contributes. I'd like to have a report which contain these columns: Surname/Name, amount and date of the last donation and total ...
0
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2answers
40 views

How can I easily identify recurring contributions that failed to be recorded or failed to occur

Anyone have a good recipe or a report for finding folk who had a recurring payment due in say the last 2 weeks but for whom no contribution was received? I can see ways to do this with Smart Groups ...
1
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2answers
31 views

Keeping historical demographic information, while updating donor information

So we have a unique use case. The organization collects donations from employees of various departments with various roles at the organization. Collecting employee information like title, department,...
0
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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 ...
1
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1answer
18 views

Dialing Contribution Aggregate by Relationship back a few year

TL;DR: I want Contribution Aggregate by Relationship to show more years in the past. I'm using the report "Contribution Aggregate by Relationship" to produce a report with columns for giving by year. ...
1
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1answer
104 views

how do I determine the specific instanceId for a given report

How do I determine the instanceId for a given report? The dropdown on the access panel gives me a subset of all reports, but I can't figure out how to get the id for other reports for email automation....
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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 ...
2
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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, ...
2
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0answers
32 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 ...
1
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1answer
136 views

Illegal mix of collations

Using Joomla 3.8.6, CiviCRM 4.7.31, php 7.0.28, mysql 5.6.39 What should the database collation be for the CiviCRM tables? Mine are all utf8_general_ci. None of the tables in the database are ...
1
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2answers
24 views

how do you include email as field in all the contribution reports in Civi CRM

I am new to Civi and am trying to create reports for a fundraising department. How do you add email (or other columns/fields) to the standard contribution reports.
1
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2answers
74 views

How to supply user input to custom visualizations with Civisualize

I'd like to make a custom visualization with Civisualize but the visualization requires the user to first provide some input through several form elements. None of the visualizations that I see within ...
0
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1answer
21 views

Create Report Showing The Notes Created for Organisations

I want to create a report that shows the most recent note that has been created for each organisation. When I looked at modifying one of the existing reports, I could not find in any of the reports, ...