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7

Memberships have three primary dates, the join date (member since), start date and end date. The join date is the date the contact first signed up for a membership with your organisation. Unless it is altered manually it will never change from that first value. The start date is the date the current continuous period of membership began. The end date is the ...


5

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 (see image below). Then, the next time you go to do an export you can select to "Use Saved Field Mapping" and select the previously saved set of fields.


5

Short answer: This is a limitation/bug in CiviCRM. The advanced search handles postcodes correctly (ex: I can search postcode ranges H4 to H5), but most reports do not. It would be a feature that needs to be implemented in CiviCRM reports. Longer answer, if you are a developer: We could fix it by changing the filter type in the report, but then US-style ...


5

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/sessions/civicrm-custom-reports-101 (pdf and custom extension). My recommended steps for doing a custom report : you must first do the sql query you want in ...


5

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 (A) Step 2: create a smart group of 'all individuals' (B) Step 3: use Include/Exclude Search to say B minus A


5

Use Search Builder: Go to Search menu » Search Builder. Set your Search terms to "Contacts" "Email" "Primary" "Is Empty" (see screenshot). Press Search.


4

This is not configurable out of the box - but I really don't like when clicking on a name in a report doesn't bring you to the contact record. For that reason, I've written an extension called "No Drill Down", which modifies any report that would normally bring you to a Contact Detail or Contribution Detail, and instead brings you to the contact record. ...


4

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 of -> all the values in the dropdown -> Preview Report Can that work for you?


4

Its quite simple to get the Instance ID for a report through its URL. Consider an example of Contribution Summary report, the url for it is civicrm/report/instance/7?force=1&reset=1 So the instance id in this case will 7 i.e integer value anything after civicrm/report/instance/ will be your instance id or you can use api explorer to get the instance ID. ...


4

People build reports based on their clients requirement and if they think this is going to help others in the community they contribute code either in the form of sending PR to core or release as an extension publicly. I think (but not confident) Extended reports extension does provides some additional filtering and reports, its worth trying if it meets ...


3

You can easily GROUP BY and COUNT() in mysql - do you have access to mysql? If not you can also put this in to a CiviCRM custom report. Here's the query: So below contact_id 2309 participated in 5 events; contact_id 3186 in 2 etc. mysql> SELECT contact_id, COUNT(*) from civicrm_participant GROUP BY contact_id HAVING COUNT(*)>1 +------------+---...


3

When I tried in the demo site, I did an Advanced Search->Display Results as Activities and filter by the field you want and search. If you export the result and check either Export primary fields or Select fields for export, in the csv created will be the contact and activity information. You will see Activities in the lasts columns. If you tried that and ...


3

This data for each individual membership purchase is stored in the civicrm_membership_log table - which I don't think is exposed by any of the CiviCRM UI. My recollection is that you're a coder - so you should be able to query that table, instead of civicrm_membership, which is what the CiviCRM UI uses.


3

The Aggregated Household Contributions extension by Allen Shaw at Emphanos will get you close. It creates a report template for the Contribution Aggregate by Relationship report. The report will show up to 5 years of history by year (you can choose to show less) and a total if you want it. However by default it groups contacts into households, shows the ...


3

This is probably caused by the settings for your database? We had the same problem with Norwegian special characters because their CiviCRM database was set to Latin-1. It has to be UTF-8 general-ci for CiviCRM.


3

Although not an ideal solution, if we add the following line in the .htaccess the reports are printed well. AddDefaultCharset utf-8


3

There is actually no problem with saving reports, it's just that the UI has changed, and you now need to pick "Save" from the "Actions" menu.


3

You can use 'Membership Owner ID' filter under filters tab of report. When you set 'Membership Owner ID' as 'is empty(NULL)' it will show all the primary membership owners that is membership not created by relationship When you set 'Membership Owner ID' as 'is not empty(NULL)' it will show all the secondary membership owners that is membership created by ...


3

This error will occur if you have missing/inactive Batch Status. To check navigate to CiviCRM >> Administer >> System Settings >> Option Groups. Search for Batch Status and then click on options link besides it. You should see 'Data Entry' if not then you will need to add it as it is required by CiviCRM or enable it if its disabled. Note from Paul: It ...


3

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 Name, First Name". You use the "Filters" tab to restrict to a particular time period, set of events etc. In general if I can't do something off the shelf in ...


2

I examined the code of the report and there is nothing batch-related in there. I have made some edits in the core Bookkeeping report that allow display of the Batch name/title on this report. I will file a JIRA ticket and link to the Github PR so it can be reviewed and if approved, added to core. JIRA ticket GitHub PR on 4.7 (master)


2

Mary, I do not think there is a standard report that does that. You could create a customized report (or ask a CiviCRM partner to do it for you) that shows the data like you explain. And I agree with the suggestion that petednz made about Drupal Views.


2

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 the phone, email etc And to ensure you only see a single row for John even if he has multiple Work Phones it looks like there are two approaches. Views Merge ...


2

Install this extension: https://github.com/adixon/ca.civicrm.contributionrecur And it will create a report template (Reports -> Create Report from template) for you that you can use to get at all your recurring series data (frequency, installments, status, amount, next scheduled date and more). For anyone using the iATS payments extension we include a ...


2

Via the UI, you'll need to create reports using one of the templates available (e.g., from /civicrm/report/template/list?reset=1 ). If you have coding experience, you can create custom reports from scratch, yes. Here is the report reference from the Civi wiki: https://wiki.civicrm.org/confluence/display/CRMDOC/CiviReport+Reference


2

These two fields would be generally useful to many CiviCRM users, so I'd recommend adding them to the core report just before https://github.com/civicrm/civicrm-core/blob/master/CRM/Report/Form/Contact/Detail.php#L85. Here are some instructions on using GitHub to contribute to core CiviCRM: https://wiki.civicrm.org/confluence/display/CRMDOC/Contributing+to+...


2

If the smart group approach is working other than the update latency, you could reduce the Smart Group Cache Timeout at Administer > Customize Data and Screens > Search Preferences. Beware that it is likely to increase load on the system, but that may be worthwhile in your case. See https://docs.civicrm.org/user/en/stable/organising-your-data/smart-groups/#...


2

This is a bug. In replicating it I saw it was easy to fix, so I did. See the bug report here: https://issues.civicrm.org/jira/browse/CRM-19782 If you don't want to wait for this to be incorporated, you can patch your CiviCRM using the fix here: https://github.com/civicrm/civicrm-core/pull/9546/files


2

I would use the Search Builder (Search menu » Search Builder) to select your field with an operator of "Not Empty" (see screenshot below). It's not clear when you say "Report" if a search is sufficient - if it is, you're done. If you DO need a report, add these users to a group (possibly a smart group, depending on whether you need this on an ongoing basis)...


2

You've found a bug! I've confirmed it and reported it here: https://issues.civicrm.org/jira/browse/CRM-19855 Most folks don't change the names of the CiviCRM membership statuses, so this has slipped under the radar for a while. Internally, membership statuses have both a "Name" and a "Label". The vast majority of the time, they're the same. In your case, ...


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