12 votes
Accepted

Cron sending reports weekly

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+...
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  • 7,357
10 votes
Accepted

How do I search for contacts with no contributions?

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 ...
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  • 480
9 votes
Accepted

How to show civicrm toolbar in drupal also?

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 ...
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  • 16.2k
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 ...
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8 votes
Accepted

Is it possible to get point-in-time membership data?

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 ...
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  • 2,913
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, ...
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  • 2,266
7 votes
Accepted

What is the difference between Tracked Opens and Confirmed Opens

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 ...
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  • 7,357
7 votes

How do I search for contacts with no contributions?

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 ...
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  • 153
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 ...
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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 - ...
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  • 1,685
6 votes

How can I make it easier for users to generate the reports they need?

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 ...
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  • 2,455
6 votes

Use Drupal views to generate contact Reports in Civicrm

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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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  • 27.2k
5 votes
Accepted

How can I make it easier for users to generate the reports they need?

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 ...
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  • 7,357
5 votes
Accepted

Why can't I export a Contact Detail report to CSV?

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 ...
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  • 16.2k
5 votes
Accepted

How do I distribute CiviSurvey by email, and then analyze the results?

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 ...
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  • 7,357
5 votes

How can I make it easier for users to generate the reports they need?

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.
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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 ...
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  • 1,368
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 ...
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  • 2,231
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 ...
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  • 27.2k
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-...
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  • 2,231
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, ...
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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 - ...
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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 ...
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  • 4,263
4 votes

How can I make it easier for users to generate the reports they need?

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 ...
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  • 453
4 votes

How do I search for contacts with no contributions?

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".
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  • 3,148
4 votes

Cron sending reports weekly

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 ...
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  • 233

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