Questions tagged [reports]

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1answer
25 views

Is there a way to create a new group from report results (instead of adding to an existing group)?

I see that I can "add contacts to a group" from report results, but what if I need a new empty group? Is there a way to create a brand new group right from the report preview?
7
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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 ...
1
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1answer
36 views

how do I exclude blank or null in a report

I'm currently trying to set up a simple report for bookkeeping transactions for the last month. It's was great except for the fact it is also including paypal fees on top of the full transaction ...
3
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1answer
69 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
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 ...
1
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1answer
34 views

How can we add Batch information to the Bookkeeping report?

Batch name/title information does not show up in the columns available to the Bookkeeping report. Is there a way to add this? As an alternative, we would also be open to creating a new bookkeeping "...
1
vote
2answers
63 views

is a certain report available?

I am the Treasurer of small not-for-profit organization and we use CIVI for our donations database. I see that CIVI has a "Repeat Contributions" report that can show a comparison of total $$ donated ...
1
vote
1answer
59 views

Add column to Membership Details report

It seems to me that this should be easy - but I cannot figure out how to do this. I would like to create a Membership Detail report and for those members who are of type Individual, I would like to ...
2
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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 ...
0
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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 ...

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