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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 ...
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  • 3,440
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 ...
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  • 27.2k
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 (...
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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 ...
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  • 3,161
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/...
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  • 2,311
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 (...
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  • 27.2k
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.
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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.
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5 votes
Accepted

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

You can try this Group Growth extension
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  • 3,688
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 ...
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  • 4,273
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 ...
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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 ...
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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, ...
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  • 2,311
4 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 ...
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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 ...
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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, ...
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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 ...
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  • 3,688
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 ...
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  • 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 ...
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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 ...
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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 ...
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  • 27.2k
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 ...
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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
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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 ...
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  • 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.
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  • 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 ...
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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 "...
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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 ...
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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 ...
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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 ...
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  • 3,157

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