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6 votes

Conference Registration with Housing Requirements

Just wanted to share how a volunteer Admin for one of our projects is handling assets - e.g. Table assignments for Events; Room assignments for Camp; Equipment etc. Warning: must be abstract thinker -...
KarinG - Semper IT'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
  • 28.4k
5 votes

How can I create a report that shows contacts with no activities within a certain date range?

In case you don't know of it, there is a Custom Search available under 'searches' for Include/Exclude Groups. So you could use that. Step 1: create a Smart Group based on Activities within timeframe (...
petednz - fuzion's user avatar
  • 28.4k
5 votes

How to write custom report SQL

There was a pretty good 101 session about custom report in CiviCon Denver 2015. Unfortunately, there don't seems to be a video about it. You can check resources here : https://denver2015.civicrm.org/...
samuelsov's user avatar
  • 2,331
5 votes

Exporting Contacts - Reporting?

If you mean exporting after doing eg a Search or Advanced Search, then on the screen where you select which fields to export, you can check a box to save that common set of fields for future exports (...
Rick Cohen'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
  • 4,845
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

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
  • 28.4k
4 votes
Accepted

Error occurs : Unknown column 'relationship_civireport.contact_id_a' however not for "Super User" users

I just ran into this issue (on current Drupal, current CiviCRM setup) and confirmed that the way it's set now, a non-admin user needs the permission "access deleted contacts" to run this report. Hope ...
Eli Lisseck's user avatar
4 votes

Conference Registration with Housing Requirements

The questions about "assign housing and coordinate special needs" would really need more specific requirements to be able to provide a substantive answer. If 'assign housing' means something like, "...
petednz - fuzion's user avatar
  • 28.4k
4 votes

SearchKit vs CiviReport vs Jasper: Best reporting tool to integrate into Civi?

Reporting needs vary widely, and Jasper is a heavy-duty solution compared to pretty much anything else. SearchKit is the future of advanced report building within Civi. CiviReports is clunky and ...
Jon G - Megaphone Tech's user avatar
3 votes

Need to know how to print annual donation statements for our donors

Use a Thank-You Letter. Run a contribution report for 2016. Select the individual(s) you want to create reports for In the Actions dropdown, select "Thank-You Letters for Contributions" Select your ...
Iowa Boy's user avatar
  • 2,388
3 votes

Is it possible to make the UI simpler?

Regarding reports, it is possible to create an instance of a report (Administer > CiviReport > Create new report from template) that includes the fields, filtering and grouping options, etc., and to ...
Joe Murray's user avatar
  • 6,741
3 votes
Accepted

Is calling the api in a report template 'bad form'?

This will result in one api call per row, which can add up to a lot of queries on the db. A lighter-weight solution would be do do a single api call before the loop to look up all location types and ...
Coleman's user avatar
  • 18.7k
3 votes
Accepted

How to make my custom report template appear?

(Expanding comment as an answer...) Reports > Contact Reports shows the Reports that have been created from Report Templates. Your extension adds a Report Template, so from Report > Contact Reports, ...
Aidan's user avatar
  • 13.5k
3 votes
Accepted

adding a column to the standard relationships report in Contact Reports

As ErikH stated it is always good practice to create a new extension or create a custom folder to override core files So In order to add a supplement address in the report you need to add a new ...
Ramesh - ARTECH Consultancy's user avatar
3 votes

Extended Reports Bug?

See also https://civicrm.org/bug-reporting but take a look at the question I am just about to post in case you're interested in civiCRM.org/higher level bug reporting and feedback
Nick Plant's user avatar
3 votes

Custom Top Donors (Contributions) report with the name of Relationship Managers

Ok here's what I do when faced with situtations like this: check how Eileen does it: https://github.com/eileenmcnaughton/nz.co.fuzion.extendedreport At times I'll extend one of her extended reports; ...
KarinG - Semper IT's user avatar
3 votes
Accepted

Push Custom Report to Multiple Sites via API, Programming, or SQL

Wrap this custom report up into an extension -> then make that extension available in all your sites.
KarinG - Semper IT's user avatar
3 votes

Using an External (custom) Table in a Custom Report

Check out an example here - this is a report that joins tables the extension creates/maintains with other civicrm core tables to produce this report: https://github.com/jake-mw/CDNTaxReceipts/blob/...
KarinG - Semper IT's user avatar
3 votes
Accepted

How is 'contact modified' defined as on CiviCRM reports?

Yes! The Contact modified date filter will work to filter contact that are modified in past 12 months
Pradeep Nayak's user avatar
3 votes

Report for number of events attended by each person

I think you can get what you want with the "Event Participants Report" (under the Events > Event Reports Menu). In the "Sorting" tab, just tick the box for "Section Header / Group By" against "Last ...
Mick Kahn's user avatar
  • 3,227
3 votes

Does CiviReport have a concept of "Group By"?

You can build that with Search Kit Try this on dmaster.demo.civicrm.org
Aidan's user avatar
  • 13.5k
3 votes

Can CiviCRM be used to record student attandance?

We have done this. The approach was as follows use Activities with custom fields including 'week commencing', Term, etc one field for each day (or half day) of the week with the options for ...
petednz - fuzion's user avatar
  • 28.4k
3 votes
Accepted

Tokens in a Reports Title and Format section?

Unfortunately, the tokens are not supported in report headers or footers. They will be rendered as plain text or html. You could use alterMailParams hook to process and replace the tokens. HTH Pradeep
Pradeep Nayak's user avatar
2 votes

Addresses not showing in walklist

Steps I followed on Demo site now to test were confirm you have turned on address parsing by clicking on Administer > Administration Console> Configuration Checklist > Address Settings, then in the ...
petednz - fuzion's user avatar
  • 28.4k
2 votes

Exclude contacts from report based on membership they have

From the description it seems you need to filter the report using type id whereas the query applies the condition on membership_status_id. You may also need a subquery to address this - Instead of ...
jitendra - fuzion's user avatar
2 votes
Accepted

Exclude contacts from report based on membership they have

One solution could be to make a Smart Group (A) of those with Membership X or Y or Z, then have another Smart Group with the larger target group eg All Individuals (B), then use the Custom 'Include / ...
petednz - fuzion's user avatar
  • 28.4k
2 votes
Accepted

Sybunt and Lybunt Report fields

Agreed that the correct solution is to work within getBasicContactFields(), but since your question is a good one with a more general application: When you add organization name and prefix, you're ...
Jon G - Megaphone Tech's user avatar

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