Questions tagged [searchkit]

Questions or answers relating to Search Kit

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How can I change the date format in a Search Kit result?

I have a Search Kit search that shows the date like this: November 1st, 2012 12:00 AM. I want to reformat this as 11/01/22. How can I do this?
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3 votes
1 answer
56 views

Controlling Available Search Kit Actions at a Granular Level

Some permissions allow actions that may not be desirable to have as a search action that can be done en masse. e.g. I may want contacts to merge records but not delete records en masse on a search ...
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1 vote
3 answers
29 views

How can I include two types of contribution in a single report

I have Contacts with 2 types of Contributions. A) Contribution with CONTRIBUTION SOURCE = keyword B) Contribution with CONTRIBUTION NOTE = keyword How can I include both types of CONTRIBUTIONS in a ...
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  • 992
2 votes
1 answer
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Return one line per contact in searchkit

I'n building a report of contact demographics using searchkit for event participants Starting with the Contact entity, joining participant and event entities and initially filtering by event type and ...
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  • 1,839
1 vote
1 answer
27 views

How do I create a report that displays Contacts created in the last (say) 30 days?

This question was asked in October 2020. The answer was to use Drupal or Data Processor. We're using WordPress and we don't have the expertise to use Data Porcessor. Have there been any work-arounds ...
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2 votes
1 answer
50 views

Make a SearchKit viewable with minimal permissions

I have a SearchKit that is based on the Participants table. I created a table display that allows the user to see basic information on the participants (name, home city/state, participant status). ...
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  • 109
1 vote
1 answer
24 views

Search Kit with an auto toggle

Wondering how to get the auto search toggle enabled for search kit Is it a option by default or does it take customization... here are two images side by side two diff systems both run on drupal 7
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  • 41
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2 answers
180 views

How can I search contacts removed from a specific group?

I need to find contacts that have been removed from a specific group to add them back again in. I can find using custom search if they're not in a group, but not if they were in a specific group. Is ...
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0 answers
22 views

Needing a way to sum a column in a searchkit report

We have several reports that involve quantities (resources purchased, donations, participant attendance, etc) and we would like to be able to sum all values in a column. I haven't found a quick way to ...
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  • 109
0 votes
1 answer
28 views

How can I place an "Add Record" button on a contact tab built with Search Kit?

I've created a Search Kit that shows only activities of a particular type, and I use Form Builder to build a tab on a contact record with this search. This is very helpful, but we want an "Add ...
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1 vote
1 answer
19 views

Can I use tokens created with hook_civicrm_tokens to alter fields in SearchKit Displays?

I've written a SearchKit search with Contacts and Related Contacts, and wish to combine the names into one field on output. I know I can use the Combine Text field transformation to simply add the ...
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2 votes
1 answer
45 views

Show "total contributions" from all results in data processor or search kit?

I've created a few contribution reports using data processor / search kits / afforms for my colleagues. They work great as my colleagues can quickly see the contributions as well as performing ...
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  • 61
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SearchKit and MySQL table civicrm_entity_file

I'm building an Activity report that needs the count of files attached to each. I can't, however, find the content of table "civicrm_entity_file" (or APIv4 File::) offered as an Entity in ...
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  • 607
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1 answer
13 views

Finding CDN Tax receipts sent

I just ran our receipt job for last year and saw that 13 contributions were marked as ineligible. Unfortunately, unlike an import job, there is no report of what those ineligible contributions are. I ...
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  • 565
0 votes
0 answers
43 views

Styling issues on searchkit display

We are currently running CiviCRM 5.41.2 and using Shoreditch 1.0.0-beta.9 with Shoreditch CiviAdmin Companion Drupal theme as the admin theme. I used a SearchKit List Display and Afform to create a ...
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  • 109
3 votes
2 answers
39 views

Group by Activity Date in Search Kit (rather than date and time)

Is there a way in Search Kit to group activity results by Activity Date rather than date and time? I am looking to build a report that will allow someone to compare daily totals (and other details) of ...
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2 votes
1 answer
44 views

Multiple financial types from contributions - how does one search donors to find those that have contributed to only one financial type?

we have an umbrella organisation that accepts donations (contributions) for multiple financial types (Artist 1, Artist 2, etc.). Some donors may contribute to more than one financial type. We want to ...
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1 vote
1 answer
24 views

Display number of records returned in a query

Is there a way to display the number of records returned in a SearchKit query? We would like to have an easy way to see the number of records being displayed in each of our SearchKit reports. Once we ...
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  • 109
2 votes
1 answer
46 views

Limit search of Activities to Cases for which I am the coordinator

The search specified below (image and Query Info > API below) works brilliantly. It shows all activities and their corresponding cases where the Activity is "open" (i.e. not Completed nor ...
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  • 607
2 votes
1 answer
58 views

Search view that shows the mutual relationships between two contacts

We need to be able to see the common relationships between two contacts. Or essentially, who they both know and organizations they both have a relationship with. For example, between Contact A's ...
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  • 21
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0 answers
13 views

Can you create a select menu that contains all values in a certain column?

Is there a way in afform/Form Builder to create a select menu that contains all values in a specified column? An example would be First Name. I know that afform offers search fields, but these are ...
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  • 109
0 votes
1 answer
26 views

Search builder fails In Group and Not In Group Search

This was run on your demo account using Search Builder. All the records selected are in both groups. 8 Contacts Group(s) In Advisory Board ...AND... Group Status 'Added' ...AND... Group(s) Not In ...
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3 votes
1 answer
33 views

Horizontal scroll bar on searchkit/afform

We have been using SearchKit and Form Builer (afform) to develop new reports for our teams. Some of the tables have grown to be quite extensive. The headers are becoming difficult to read because the ...
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  • 109
0 votes
1 answer
32 views

How do you create reports that show the number of

We need to report on various demographics (gender, age, sexuality, ethnicity, etc...) and changes over time... So far, I seem to only manage to produce lists of individuals / contacts that match each ...
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  • 15
1 vote
1 answer
41 views

Can you Make a Report, that provides the Number of Employees (relationships) for every Employer?

The report would simply be a listing of employers and the number of employees or current relationships that employer has. Employer # of Employees Apple 2456 Google 3845 CiviCRM 4 Taco Bell 5500 ...
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  • 3,252
2 votes
2 answers
41 views

Is there a way to modify/customize the fields shown in the Group Contacts Window?

Is there a way to modify/customize the fields shown in the Group Contacts Window? When we're looking at the Contacts in a Group, under >Contacts >Manage Groups, is there a way to modify this ...
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1 vote
3 answers
60 views

Does CiviReport have a concept of "Group By"?

My org wants to know which countries were represented at an event. A simple way to do this is to "group by" country. Does CiviReport have a concept of grouping by a column?
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  • 355
2 votes
1 answer
63 views

Sharing access to a search kit display table with non-admin user

I need to share search kit display tables with Civi users who are not at the admin level. These users have access to view all the contacts in the search, and all tables relevant to the search. I'm ...
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2 votes
1 answer
44 views

Custom (Non-CiviCRM) MySQL Tables in SearchKit and Afform?

I'm loving the features of SearchKit with Afform/Form Builder. Very powerful and straightforward to use so far. We have several entities/tables in MySQL that we use in conjunction with Civi tables (...
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  • 753
4 votes
1 answer
57 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 ...
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  • 753
1 vote
2 answers
36 views

Search kit list display broken

My Search kit list display does not show a list of searches anymore. The console says the following: I am using civicrm 5.40 drupal 7.82 Anyone has a clue on where to start solving this?
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0 votes
1 answer
32 views

How to search for people not in any groups

I am trying to find people who are not in any groups (both regular and smartgroups) If I use Search Builder, search for contacts where GROUP is empty or is null it returns people who have no regular ...
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3 votes
1 answer
34 views

How to view SearchKit's API and SQL

I was following along the 1st video of the SearchKit playlist on Youtube. And approximately 38 min in, the presenter shows how one can see the underlying API code or SQL code for a given search. It ...
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0 votes
1 answer
33 views

Searchkit Buttons not working

Using beta version of SearchKit. Buttons for Add, Compose Search and AND,OR,Not options are not working/unresponsive.
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  • 1,139
6 votes
5 answers
255 views

How to search active relationships (e.g) during past year?

We record volunteer relationships for our Volunteer contacts. A contact is an active Volunteer of our organization if exists a relationship "volunteer for" and this relationship has no an "end date". ...
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