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 -...
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 ...
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 ...
  • 27.3k
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 (...
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/...
  • 2,311
5 votes

Upgrade to 4.7 breaks custom php

This does appear to be a legitimate issue, so I've created a bug in the tracker here: https://issues.civicrm.org/jira/browse/CRM-18079 Generally it's better not to use this folder for maintainability ...
  • 1,912
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 (...
  • 27.3k
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 ...
  • 4,379
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.
  • 16.3k
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, ...
  • 2,311
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 ...
  • 27.3k
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 ...
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, "...
  • 27.3k
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 ...
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
3 votes

Selecting location type or multiple email/phone fields in Reports

Can't comment on CiviReports, but I know my way around Drupal Views enough to suggest that as an alternative option since it allows you to specify for each field/column which Location Type to use for ...
  • 27.3k
3 votes

How to create a report showing a subset of contacts and their tags

Follow the below step get the contacts report with tag values. Find contact using search option. (sitename/civicrm/contact/search?reset=1) Click on search without apply any filter if you want report ...
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, ...
  • 11.3k
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 ...
  • 2,334
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 ...
  • 6,671
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 ...
  • 16.3k
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; ...
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.
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/...
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
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 ...
  • 3,187
3 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 ...
3 votes

Does CiviReport have a concept of "Group By"?

You can build that with Search Kit Try this on dmaster.demo.civicrm.org
  • 11.3k
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 ...
  • 27.3k
2 votes
Accepted

Pulling Reports with Custom Fields

Are you working in drupal? If so, I recommend using a custom view, rather than trying to get a custom report.
  • 728

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