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 ...
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.
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 ...
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 ...
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
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?
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. ...
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, you have to use the following PR to make it work : https://github.com/eileenmcnaughton/nz.co.fuzion.extendedreport/pull/461
To use this method :
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.
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 ...
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.
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 has the concept of grouping. In addition the new 'Search Kit' can do grouping - and many other things, it's a really significant addition to CiviCRM.
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 ...
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.
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
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 ...
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.
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 ...
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
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 "Filters" tab, set "Contribution Ordinality" to "First by Contributor" to only show first-time donors.
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 ...
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 ...
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 ...