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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 ยป Search Builder. Set your Search terms to "Contacts" "Email" "Primary" "Is Empty" (see screenshot). Press Search.


5

This is part of Extended Reports, and appears on some (not all) extended reports. Notably, it allows you to change the order of columns in your report. This works for me.


5

You can try this Group Growth extension


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

I faced similar issue - only to discover after a bit of digging that a new CMS acl persission "save Report Criteria" - was added in later version of civi and I didnt grant that to the user. Hope this helps


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 ...


3

Sounds like you may need to ask for (or give yourself - if you can) more permissions.


3

I would be building it as a View and setting the Roles for access to the View from there.


3

Eileen's Extended Reports extension has contribution reports that may help. In the latest version ('master' branch, not yet officially released), Jon added a display field "Recurring Donation?" that can be selected under the 'Columns' tab. At first glance, it doesn't seem to be possible to filter using that option, but you could export all the results and ...


3

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, Yes, No' already and I suspect some of the other templates will do too.


3

The format is instanceId=1 format=csv No brackets. The format parameter value can also be print for printer-friendly HTML. If no format is specified it will send as PDF. If you are doing this in the UI, you have to setup a separate job for each report. That is useful, because you may want some reports mailing at a different frequency.


3

You can save an instance of the report that has your preferred settings and then have it appear in the menu or on the dashboard. https://docs.civicrm.org/user/en/latest/reporting/set-up/#define-report-settings Briefly, set your settings, refresh the report, look at the Access tab for any additional settings like menu entry, and then choose Create Report from ...


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)


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