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 ...
michaelmcandrew's user avatar
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 ...
Jon G - Megaphone Tech's user avatar
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 - ...
Luke Stewart's user avatar
  • 1,855
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 ...
Pradeep Nayak's user avatar
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 ...
Pradeep Nayak's user avatar
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 ...
Jon G - Megaphone Tech's user avatar
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 ...
petednz - fuzion's user avatar
  • 28.2k
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 ...
Flying's user avatar
  • 2,271
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 ...
petednz - fuzion's user avatar
  • 28.2k
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-...
Flying's user avatar
  • 2,271
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, ...
jitendra - fuzion's user avatar
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 - ...
Pradeep Nayak's user avatar
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 ...
Andy Clark's user avatar
  • 4,775
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:...
Jude Hungerford's user avatar
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 ...
Eli Lisseck's user avatar
  • 1,499
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 ...
frTommy's user avatar
  • 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, ...
samuelsov's user avatar
  • 2,331
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 ...
jitendra - fuzion's user avatar
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.
Coleman's user avatar
  • 18.3k
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 ...
Demerit's user avatar
  • 22.5k
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 ...
Joe Murray's user avatar
  • 6,741
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 ...
petednz - fuzion's user avatar
  • 28.2k
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 ...
Jon G - Megaphone Tech's user avatar
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!) ...
Aidan's user avatar
  • 13.4k
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 ...
Joe Murray's user avatar
  • 6,741
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 ...
Laryn's user avatar
  • 8,253
4 votes

facilitators viewing registration responses

The simplest non-IT solution is to create a participant report in CiviCRM with the information you need and then under Actions, Export it and email it to them. The next option would be to do as you ...
Iowa Boy's user avatar
  • 2,388
4 votes
Accepted

CiviVolunteer error after upgrade to Civi 5.11.0 on joomla

The warning you describe is fixed in the version of CiviVolunteer on github but they haven't tagged a release. The error sounds slightly different & turning on debugging might get more info. ...
user4278's user avatar
  • 1,021
4 votes
Accepted

CiviReport Max Participants

There's a field called "capacity" on the event income summary report. Is that what you're looking for?
Demerit's user avatar
  • 22.5k
4 votes

How to generate a report excluding recurring contributions?

ReportPlus (https://civicrm.org/extensions/reportplus) is worth looking at. The included template report for 'Contribution Matrix Plus' definitely has a filter for 'Contribution is Recurring? - Any, ...
RebeccaTregenna's user avatar

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