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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 ...
JoAnne's user avatar
  • 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 ...
Pradeep Nayak'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
  • 28.3k
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

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
  • 28.3k
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 (...
Rick Cohen's user avatar
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 ...
bgm's user avatar
  • 3,431
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.
Jon G - Megaphone Tech's user avatar
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.
Jon G - Megaphone Tech's user avatar
5 votes
Accepted

How do you report group history? (audience growth/change)

You can try this Group Growth extension
artfulrobot's user avatar
  • 3,932
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
5 votes
Accepted

With the Job Report Sender can multiple reports be sent from the same job, e.g. instanaceId=1, instancesId=2, instanceId= 4

You will need to create a Schedule job for each report separately.
Pradeep Nayak's user avatar
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
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 ...
Pradeep Nayak's user avatar
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, ...
RebeccaTregenna's user avatar
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
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 ...
artfulrobot's user avatar
  • 3,932
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 ...
Andy Burns's user avatar
  • 3,681
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 ...
user7580364's user avatar
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.
naomi's user avatar
  • 1,247
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 ...
KarinG - Semper IT's user avatar
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 ...
Albert V's user avatar
  • 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 ...
Jon G - Megaphone Tech's user avatar
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 "...
Jon G - Megaphone Tech's user avatar
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 ...
Pradeep Nayak's user avatar
3 votes
Accepted

Upgraded to 5.4, Donor Report fails with bad sql. Status_id is missing

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 ...
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
Accepted

How to generate a report on VAT collected (HST in my case)

Keith, Welcome to SE. Did you try extended report extension? It provides additional reports with useful columns example Extended Report - Bookkeeping with extra fields HTH Pradeep
Pradeep Nayak's user avatar
3 votes

Why can't I create a new report from a template?

Sounds like you may need to ask for (or give yourself - if you can) more permissions.
KarinG - Semper IT's user avatar
3 votes
Accepted

Modify emailed reports content

UPDATE: Since 5.29 you can do this in an extension do like the override example at https://docs.civicrm.org/dev/en/latest/hooks/hook_civicrm_alterReportVar In the extension's main file example.php: ...
Demerit's user avatar
  • 23.1k

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