7
votes
Were they a member last year?
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 ...
- 3,450
6
votes
how do I determine the specific instanceId for a given report
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 ...
- 30.8k
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 ...
- 28.1k
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 (...
- 148
5
votes
How can I change the 'Postcode' field to work with UK postcodes?
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 ...
- 3,356
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/...
- 2,321
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 (...
- 28.1k
5
votes
How to create a report for members with no email address
Use Search Builder:
Go to Search menu » Search Builder.
Set your Search terms to "Contacts" "Email" "Primary" "Is Empty" (see screenshot).
Press Search.
- 38.6k
5
votes
Accepted
What is 'advanced report configuration' and when will it work?
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.
- 38.6k
5
votes
Accepted
How do you report group history? (audience growth/change)
You can try this Group Growth extension
- 3,910
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 ...
- 4,720
4
votes
Accepted
how do I exclude blank or null in a report
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 ...
- 6,936
4
votes
Can we control what contact name links to on reports?
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 ...
- 38.6k
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, ...
- 2,321
4
votes
Accepted
Filter Constituents on "Do not trade?"
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 ...
- 30.8k
4
votes
How to generate a report excluding recurring contributions?
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, ...
- 683
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 ...
- 38.6k
4
votes
What is the meaning of Intended, bounce and delivered mailing report stats
I know that when the child jobs are created, the Mailing Event Queue table is populated from the Mailing Recipients table.
This is true, but those emails from the mailing recipients table are ...
- 3,910
4
votes
Producing a list of donors who have setup a recurring donation
You can use Search Kit and do a search like this:
You can add the Frequency Unit field within the "Contact Recurring Contributions" join to filter on month or year depending on what type of ...
- 3,501
3
votes
Accepted
How can I link contacts & activities in a report or export?
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 ...
- 472
3
votes
Were they a member last year?
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 ...
- 38.6k
3
votes
Accepted
Track contacts who attended more than 1 event
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 ...
- 15.1k
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 ...
- 28.1k
3
votes
How to print reports with non-English characters like accents?
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 ...
- 11.8k
3
votes
How to print reports with non-English characters like accents?
Although not an ideal solution, if we add the following line in the .htaccess the reports are printed well.
AddDefaultCharset utf-8
3
votes
is a certain report available?
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 ...
- 363
3
votes
Accepted
Can't save reports
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.
- 1,247
3
votes
Can't save reports
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 ...
- 91
3
votes
Accepted
First time donor report
There's actually a way to specifically run a "First Time Donors" report, though it's a little hidden.
Go to Reports menu » Contribution Reports.
Select "Contribution Details Report".
Under the "...
- 38.6k
3
votes
Accepted
How do I filter out memberships (by relationship)?
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 ...
- 30.8k
Only top scored, non community-wiki answers of a minimum length are eligible