Questions tagged [reports]

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0
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2answers
19 views

How to pull an event report that lists how many people bought tickets at the different level of ticket prices

I need a report for an event on Civi that lists how many guests bought tickets at the different levels we had our tickets for sale at. How can I do that? I can't figure out if it's possible with any ...
3
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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
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1answer
35 views

Does changing a price set for an event retroactively change reports?

If a price set is changed in terms of prices etc will that affect reports for past events that used that same price set? If it did do that we would have a huge list of price sets just to maintain ...
3
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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 ...
4
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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
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1answer
19 views

Report with calling form

A user handed me a printed sheet from a previous database and asked me to recreate it. It contains contact information, a list of contributions, the most recent memo, and several blanks to be filled ...
1
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3answers
35 views

Issue with custom report that shows all users registered for event in last 2 years but not this year

I am using Drupal 7 and CiviCRM 4.6.28. I am trying to create a report that will display all of the users who registered for an event in 2015 and 2016, but not yet in 2017. I have the report working ...
1
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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::...
4
votes
1answer
58 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
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3answers
138 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, ...
1
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0answers
111 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
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2answers
71 views

How to build reports or Views based on who the Manager is

We need some summary reports of Count of open Cases by Case Manager. Maybe overlooking something but not spotting these. Just getting to grips with how Case Manager is identified. Seems to initially ...
0
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1answer
181 views

how to make charts and graphs in CiviCRM

I was wondering if it is possible through in CiviCRM, WordPress to do charts or graphs. If so, how should I do it? Thank you!
2
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1answer
133 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
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1answer
87 views

Contribution Summary throws 500 error

Uncaught Error: [] operator not supported for strings in /wp-content/plugins/civicrm/civicrm/CRM/Report/Form/Contribute/Summary.php:580 Don't know whether this started with Civi 4.7.19, WP 4.8, or ...
0
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3answers
69 views

Bookkeeping report that includes grouping by deposit and Line Item Totals

We are using Civi 4.6.18 WordPress 4.7.1 iATS is our paymentprocessor. All donations use Price Sets so we use Line Items for our reports Is there a way to get a report that groups Contributions ...
1
vote
1answer
80 views

Error: Warning: ini_set(): A session is active

I am requesting Reports via Cron to email: https://crm.xxx.lv/sites/all/modules/civicrm/bin/cron.php?pass=xxx&name=xxx&key=xxxx&job=mail_report&format=csv&instanceId=70 All ...
0
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1answer
48 views

Volunteer Report does not report on 'Role'

When I assign volunteers to shifts via the 'Assign Volunteers' screen, the roles are missing from the Volunteer Report. When I assign volunteers to shifts via the api though, the Volunteer Report ...
0
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2answers
38 views

How to select Top Donors filtered by Contribution source

I would like to run a donor report to see how much our congregants have donated over the time we have been with Shuilsuite. I see the report called 'top donors' which is exactly what I am looking for....
0
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1answer
54 views

How to undo a deleted report

I created a report to log in our donations however this morning when I deleted a batch it has deleted the entire report template and I now have empty contribution batches with just the amounts and not ...
0
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1answer
13 views

E-mailed report misses a column

I have created Contribution report which also has one Custom Field column (Membership Type). When I open the report, I see all columns. But when I setup Email Delivery and receive the report as CSV, ...
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 ...
1
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2answers
83 views

First time donor report

I am trying to pull a first time donor report. I am using the Repeat Contributions report. I set the Initial Date Range as custom from beginning to Dec 31, 2016. The Second Date Range is This Year. I ...
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0answers
54 views

How do I change code in DEVELOPER tab?

How do I change the code in Developer tab in CiviCRM reports?
2
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1answer
96 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 ...
1
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2answers
19 views

Is there a way of removing 'View' from event reports

Event reports have the word 'View' to the right of the contact name - it's a link to the participant record. It's not a selectable column in the report and the problem is that when the report is ...
1
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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
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1answer
30 views

Real-time dashlet of contacts without certain activity

I would like to create a dashlet listing contacts who do not have a certain type of activity scheduled. I've tried a comnbination of smart groups and include/exclude search, which works but does not ...
1
vote
1answer
41 views

Totals without showing each contact in Contact related reports

Is it possible to have contact reports with listings that do not initially show each contact as a row but displays only the totals for the sorting groups? I have thousands of contacts and want to ...
2
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2answers
60 views

Complex multiple Selects in Custom Coded Reports

Following on from my query here How to write custom report SQL (CiviCRM 4.7 on WordPress) I built the SQL I needed as step 1, which works fine in mysql / phpmyadmin. I have used civix, to generate ...
0
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1answer
77 views

How to export 'employee of' relationship that has multiple staff members?

As a disclaimer, I've read up on this thread: How to export all children of a family?. However, that doesn't seem to solve my problem. Here's my dilemma. I'm looking to export contacts from our ...
1
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1answer
51 views

How to create a directory of event participants with custom fields?

I want to create something that would allow someone to enter an event id (ideally multiple event IDs), and generate a report that includes participant fields that I choose. What I have in mind is ...
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 ...
4
votes
2answers
68 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 ...
7
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1answer
649 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
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3answers
178 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 ...
1
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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
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1answer
23 views

Specific Reports

I'm having trouble running a report and I hope someone can help. I would like to run a report that shows me the name and address of the contributors between now and 2011. I have a database that goes ...
1
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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)
3
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3answers
348 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 ...
1
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3answers
94 views

Create Report From Scratch?

In the reports section, I see that I can change and adjust default reports. Is there a way for me to build a report entirely from scratch?
2
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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?
3
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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 ...
0
votes
1answer
38 views

How can I link contacts & activities in a report or export?

My client would like to report or export certain activities for contacts that meet a certain criteria. This doesn't seem possible, which is surprising. Activity search only allows a search of ...
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 ...
1
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2answers
87 views

Exporting Contacts - Reporting?

Is there a way to save different reports? ie. the fields wanted to export? so you don't have to enter those in every single time you do an export?
2
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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!
1
vote
1answer
81 views

Custom report with custom fields: Group By not correctly naming custom fields

Update I think the issue I'm running into is from this bug: https://issues.civicrm.org/jira/browse/CRM-18055 Using Civi 4.6.7 and Drupal 7. This is my first custom report, and I'm attempting to let ...
1
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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 ...