9
votes
How do I pass custom field values in CiviReport urls?
http://example.org/civicrm/report/instance/103?reset=1&force=1&custom_65_value=abc should do it.
Note that you can also pass an operator to define the type of filtering you want to do, In ...
- 2,497
8
votes
civiCRM Cron only run one mail_report scheduled jobs?
You have to create 3 instances of the mail_report scheduled job.
To do that, use Add New Scheduled Job button on the Settings - Scheduled Jobs page (civicrm/admin/job?reset=1)
On the creation page, ...
- 2,321
7
votes
How do I add/change columns in CiviReports?
The short answer is "You can't unless you're a programmer". This is a feature that was never added to CiviReport. However, you have many alternatives.
You can use profiles to create a Search View ...
- 38.4k
7
votes
Accepted
Why do click and open reports show times in UTC rather than the site's timezone?
Mailing clicks and opens are registered via scripts in extern (which are quite old) - and don't appear to use the cms environment - as such if the timezone isn't set for php and has defaulted to UTC - ...
- 1,835
6
votes
Accepted
Can we report on contributions by payment processor?
There are no such reports in CiviCRM that will filter Contribution by Payment Processor. Payment Processor and Payment Method have different meaning. Payment method can be used by N processor. Here ...
6
votes
How to creat a report of recurring donors
You can use Recurring Contributions(CiviCRM >> Reports >> Contribution Reports) report to see all the recurring contribution setup in the system.
You can also use Extended report extension where it ...
6
votes
Annual Donor Report
This type of report is called a "pivot table". There's a report that will do what you want in the Extended Reports extension. If you don't have that installed, do the following (or ask your ...
- 38.4k
6
votes
Accepted
How to get "Last contribution amount" and "Last contribution date" into report?
The way we have approached this in the past is to install/enable the Summary Fields extension, and set that up so it calculates the Last Date and Last amount, which are then available as custom fields ...
- 28k
5
votes
Sorting by clicking on column headers
How a report is sorted is defined in the Report Criteria. Depending on what data the report looks at, you can sort of different criteria. It's usually called something like "Order by columns" and ...
- 1,378
5
votes
Tableau integration with Civicrm
I use Tableau to enhance the reporting possibilities of CiviCRM.
Tableau can connect to many different data sources. I use a SQL connection to this, and this gives me full access to all the data ...
- 2,251
5
votes
Presales / Functionality Question
from a quick read I would expect you to be able to get most of the way, if not the whole way, but using Activities (or possibly Cases) to store the data for referals, and use Drupal Webforms to ...
- 28k
5
votes
Connecting Power BI to Civi
Connecting with API could be a better solution. This is how I did it:
Step 1: Prepare data in CiviCRM
Get the site key
Create a CiviCRM and Drupal user with correct access rights
Get(Create) the API-...
- 2,251
5
votes
Accepted
Delete a Missing Case
It's weird to see a case without a client. Maybe, it was created correctly and somehow civicrm_case_contact table row was deleted for this contact_id?
If you wish to delete this case from your site, ...
- 6,926
5
votes
Accepted
civiReport with financial type and line item financial types
There is no such report provided by CiviCRM by default. But there is an extension called 'Extended Report' which provides report with additional columns and filters.
The report 'Extended Report - ...
5
votes
Does CiviReport have a concept of "Group By"?
Reports for Contributions have grouping and quite a few in the 'Extended Reports' extension (which I guess most would use) as well. The 'Report Plus' extension has grouping also. So CiviCRM certainly ...
- 4,585
4
votes
Accepted
CiviCRM Membership Status Change Summary Report
When a Membership changes Status an Activity of type "Change Membership Status" is created, and for your example, has the Subject of "Status changed from Grace to Expired". These factors can be used ...
- 28k
4
votes
How can I show groups in membership report columns?
The current correct way to create a custom report is to use an extension, rather than the manual process linked to in the question.
Updated documentation for creating a report extension is found here:...
4
votes
How to model and report on unintentional underpayment and overpayment?
With respect to the overpayments, I don't know whether this will fit standard British accounting practices but I'd be inclined to create a separate financial type for the overages - a holding fund, if ...
4
votes
How to search active relationships (e.g) during past year?
I would do the following, although it's a bit complicated so maybe you will want to develop a custom search after reading :).
Create a smart group to keep track of your active volunteers by searching ...
- 1,489
4
votes
Accepted
Tracking/Reporting Invitees vs Attendees (CiviEvent)
You could create custom Event participant Status called Invited. In the settings set the Class to Waiting and leave the Counted checkbox unchecked. When you mail out the invitations register all the ...
- 1,411
4
votes
Accepted
Selecting location type or multiple email/phone fields in Reports
Old question but for a CiviCRM only solution, I found that Extended Report has a Report Extended Report - Flexible contact report that does an aggregation of all the phone numbers.
As of version 5.8, ...
- 2,321
4
votes
Accepted
how do I exclude blank or null in a report
Workaround -
Select operator as is not one of and multi-select all the values in the dropdown. Result shown will be the record not having the selected values.
For Eg - Financial Type -> is not one ...
- 6,926
4
votes
Accepted
Extended Reports Bug?
With most extensions, the place to report bugs is on Github. In this case you want to go to https://github.com/eileenmcnaughton/nz.co.fuzion.extendedreport and click on the "Issues" tab at the top.
- 16.9k
4
votes
Accepted
How to extend Database Log Report from Contact
See https://book.civicrm.org/user/current/advanced-configuration/logging/
But oddly that page just explains it and doesn't say how to turn it on. You go to Administer - System Settings - Misc and ...
- 21.4k
4
votes
Repeat Contributions Report - Where Is Data Pulling From?
CiviCRM has a notion of recurring contributions that is slightly more than just repeated transactions with the same information. Users can set up a series of contributions on a monthly or annual basis ...
- 6,731
4
votes
Is it possible to make the UI simpler?
Since you are using Drupal, I would also suggest considering how much you can save most users getting in to CiviCRM at all, and providing a lot of the UI via Views and Webforms. We have done this for ...
- 28k
4
votes
Questions for using civi as part of a election campaign
So i have downloaded the files for all of the voters in PA. I have
some questions
Have other people loaded these types of files into Civi before and if so a. How do you keep track of things ...
- 38.4k
4
votes
Accepted
Civireport vs Views
A basic difference is that CiviReport is CMS-independent whereas Views is a Drupal module so those running WordPress or Joomla don't have that choice. (Yes, OP knows that ... some readers might not!)
...
- 12.8k
4
votes
How to fix Bookkeeping Transactions Report so it doesn't show redundant transactions (e.g., for changed Payment Method)?
So it would be an error in bookkeeping, not a fix, to omit some bookkeeping entries.
For code maintenance and simplicity the implementation creates these transactions whenever there may be required ...
- 6,731
4
votes
Accepted
CiviMail Reports is not tracking email opens
I've experienced something similar on a few sites and it turns out the file/directory permissions are not set right. I'm not sure what causes it, but I have found that I need to recursively reset ...
- 8,231
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