12
You can set up cron jobs besides the main one driving all the scheduled jobs on the Scheduled Jobs page. The way to do it is explained at http://wiki.civicrm.org/confluence/display/CRMDOC/Managing+Scheduled+Jobs#ManagingScheduledJobs-PHPclimethod
You might have your main job going every 10 minutes like:
*/10 * * * * php /path/to/civicrm/bin/cli.php -s ...
10
You can do it in two steps:
Search for all contacts, and put these in a tag (or group).
Do a second search, for all contacts WITH a donation. And then remove these from you tag (or group) using action Untag Contact (or Remove contact from group).
9
To answer your question, I wrote a module:
https://www.drupal.org/project/civimenu
The code snippet I posted below probably wouldn't work because of timing issues (by the time the block was being printed it's too late to add the header). Seemed better to package it up into a module. Enjoy.
9
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 this case, for example, adding &custom_65_op=has means that the filter would be 'custom field 65 contains the string 'abc'.
Right clicking on the relevant ...
8
Since the status is based upon the start and end date and changes with the cron job, can you just leave the status off and select the date range. Anyone who had a start date before the date in question and an end date after that date should have been a member on that date.
So...
Select custom date range for start.
For From leave blank (the beginning of ...
8
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, set API call to Job / mail_report (api.job.mail_report) and define in Command parameters the appropriate instanceId and format options.
7
The Mail Summary Report shows each time the mailing is opened, rather than the number of contacts who have been tracked as opening it (whether once or ten times). Current versions of CiviCRM show the "tracked opens" by counting each recipient no more than once.
Just to throw a wrench into the works, many opens aren't tracked at all. CiviMail (and all ...
7
Adding the Summary Fields extension is the way to go. Use Advanced Search to find contacts with zero lifetime donations to create a smart group or list of people who have never given. Subsequent donations from those contacts will automatically remove them from the smart group.
If you are interested in finding people who have given at some point, but not ...
7
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 and use Advanced Search instead of CiviReport.
You can see if the Extended Reports extension has a report that matches your needs.
If the field(s) you want to ...
answered Sep 27 '17 at 14:40
Jon G - Megaphone Tech
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7
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 - this won't show in the warnings - despite it being the issue. To detect this compare the result of php To confirm this is the problem run
php -r 'echo ...
6
We have had great success using Jasper Reporting with CiviCRM.
It does require knowledge of the underlying CiviCRM database, and writing SQL against it, but the formatting capabilities are powerful and fairly easy to use.
Once a report is created, it can easily be added to the CiviCRM menu.
More details here: https://civicrm.org/blogs/lcarter/civicrm-...
6
If you prefer a solution which is editable via a web GUI, then Drupal Views are a great flexible approach. We use them extensively. You may hit the occasional limitation (either a "Views-ism" or a lack of support for some minor feature) but that's rare. If you are comfortable with Views, you'll be right at home :)
If you prefer writing SQL and are ...
6
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 are some solutions
Going forward have your system to use unique payment method for a payment processor with same name and then you can filter the report using ...
6
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 gives more reports for recurring.
6
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 administrator):
Go to Administer menu » System Settings » Extensions.
Click the Add New tab.
Search for Extended Reports in the extension list and click the ...
answered Oct 10 '19 at 23:07
Jon G - Megaphone Tech
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5
Another alternative is writing a custom report. It's not all that difficult, though it is writing PHP code. Even if you need to hire out for it, you'll have exactly what you need.
The details on how to create a report template extension are here: http://wiki.civicrm.org/confluence/display/CRMDOC/Create+a+Report-Template+Extension
Most likely, you'll just ...
5
The report you are trying to export (Contact Detail) does not currently support that feature. That particular report presents a variety of information that does not lend itself easily to be represented in a single spreadsheet.
You could use a similar report, such as Contact Summary, and export that.
Or you could use your programming expertise and ...
5
Although you're putting together a survey, the CiviCRM tool you'll want to use is the Profile. Create a new profile with the custom fields along with any standard ones you want to include.
You'll then want to send an email with an automatically-personalized link to the profile--that way, everyone's responses will go on his or her own contact record without ...
5
Since they're using Drupal, you may want to check out Forena Reports. There will be a session on using Forena Reports with CiviCRM at CiviCon Denver in three weeks.
answered Mar 30 '15 at 3:02
Jon G - Megaphone Tech
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5
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 appears below the Selected Columns. Reports generally sort in date order.
If you want to play about with the data, the easiest thing to do is export to CSV and ...
5
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 tables in CiviCRM. I can then use Tableau to make interesting connections between different tables in an easy way.
I have not explored API connection, but I think ...
5
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 capture the data for referrals, and Drupal Views along with the Permissioned Relationships ACL extension which Fuzion created, to manage the job of who can see what ...
5
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, you can make use of the API explorer - http://site-name/civicrm/api#explorer OR can be navigated through Support -> Developer -> API Explorer
Use Case ...
5
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 - Contributions with Price Set data' or 'Extended Report - Price Set Line Items' from the extension may be the one you looking for.
Cheers
Pradeep
4
If they are doing it all by using variations on advanced searches you could make a a custom searchand then (if you are in Joomla, but you can do the same kind of thing in Drupal or WP) make a module with the direct links to each one or give them a drop down.
4
Summary Fields is a very cool extension that can do what you're talking about.
Once you set it up, you can search by many aggregate parameters including "total lifetime contributions".
4
As noted there are various ways documented for scheduling jobs. At our organisation we wanted an easy way to allow our users to set up scheduled email reports and came up with a shared Google Sheet which lets people enter a report instance Id and reporting frequency.
The Sheet uses Google Apps Script to trigger the report generation via the URL method. The ...
4
For contacts with no gifts ever, use Search Builder. Include contacts where >Contribution > Contribution ID > Is Null.
For contacts who didn't give within a specific timeframe, I can only come up with one front-end way. It's kludgy but may get the job done. Create a custom text field for contacts, let's call it "Special Use". Create a group that includes ...
4
UPDATE: As of version 4.6.4, the code below is merged into core. Use the Contribution and Membership Details report.
This was such a good question I decided to dig into the code.
I used grep to search the Reports folder for the word "Premium" - and found that the only report that includes premium info right now is the Contribution and Membership Details ...
answered May 21 '15 at 3:40
Jon G - Megaphone Tech
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4
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:
https://docs.civicrm.org/dev/en/latest/extensions/civix/#generate-report
The link in Donald Lobo's answer is now broken, but an old version of the document ...
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