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5 votes

How can I place an "Add Record" button on a contact tab built with Search Kit?

There is no UI to do this, but you can use the Form Code Editor extension, which ships with CiviCRM. Go to Administer menu » System Settings » Extensions and enable the Form Code Editor extension. Go ...
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5 votes
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How can I search contacts removed from a specific group?

I authored Subscription History Report and it's a good choice, but these days I would use Search Kit (an extension which ships with CiviCRM - Administer menu » System Settings » Extensions. From there,...
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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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  • 4,264
4 votes

Multiple financial types from contributions - how does one search donors to find those that have contributed to only one financial type?

You can do that with SearchKit: See this link on dmaster. If you don't see all the options, check you are on the latest release. This works on current master which is 5.48.alpha1 (and maybe earlier)....
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4 votes

Is there a way to modify/customize the fields shown in the Group Contacts Window?

Alternatively, you can build your own using the rapidly-evolving Search Kit. For example, try this on dmaster.demo.civicrm.org (screenshot added for posterity) Results:
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4 votes

How to search active relationships (e.g) during past year?

I would do the following, although it's a bit complicated so maybe you will want to develop a custom search after reading :). Create a smart group to keep track of your active volunteers by searching ...
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  • 1,489
4 votes
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Make a SearchKit viewable with minimal permissions

Yes. You can do this by embedding your Search Display in an Afform, and controlling the permissions from there. To do so you want to disable permission checks on the Search Display: And on the Afform ...
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  • 16.1k
3 votes

How can I search contacts removed from a specific group?

How about using Subscription History Report
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3 votes

Does CiviReport have a concept of "Group By"?

You can build that with Search Kit Try this on dmaster.demo.civicrm.org
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  • 10.9k
3 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 ...
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3 votes
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How can I include two types of contribution in a single report

SearchKit is your friend! It can do 'or' in the search. See this :
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  • 10.9k
2 votes

How to search for people not in any groups

You could use the Custom search include/exclude? Thats normally the way I would try to find everyone who is not in a group/segment.
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  • 2,386
2 votes
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How to view SearchKit's API and SQL

I'm pretty sure you need "CiviCRM: view debug output" permission in the CMS. Also if it's not obvious, you have to run the search first before it appears.
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  • 17.6k
2 votes

Searchkit Buttons not working

Problem a result of using Shoreditch as Civi theme. Same problem exhibited when using API Explorer UI. SearchKit and API Explorer both use bootstrap theme which seems to have conflict with ...
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  • 1,139
2 votes

How to search active relationships (e.g) during past year?

Just stumbled across this old question, but Search Kit is now another option: see here
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  • 10.9k
2 votes
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Sharing access to a search kit display table with non-admin user

Alright, in case this is useful for anyone else -- it looks like the answer was that I needed to be embedding my Search Kit search into Form Builder rather than just the using the Search Kit displays. ...
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2 votes

Is there a way to modify/customize the fields shown in the Group Contacts Window?

If you take one more step, then the solution is easier. When you click on Contacts as you describe you should see an Advanced Search link to the right OR you could simply initiate your search via Adv ...
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2 votes
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Display number of records returned in a query

Yes, you can do that. In the display that you create for the search there's a field at the top - before the list of items to be shown in the search - called 'Show Count' - just check that. This is ...
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  • 4,264
2 votes
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Limit search of Activities to Cases for which I am the coordinator

Is it a default install you're playing with - the role Case Coordinator - that role in a default install is never the case manager - it's either Homeless Services Coordinator or Senior Services ...
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  • 17.6k
2 votes

Search view that shows the mutual relationships between two contacts

This is possible with SearchKit. I can't recall how to create a URL that lets me copy a SearchKit, but I'm attaching a screenshot and instructions. Search for Contacts. Add a With (required) to ...
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2 votes
Accepted

How do you create reports that show the number of

Here's an example showing how you could get counts by gender using SearchKit on dmaster: You probably want to add some 'Where' clauses to limit the counts to those of interest. In general, 'changes ...
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  • 10.9k
2 votes
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Can you Make a Report, that provides the Number of Employees (relationships) for every Employer?

You can with SearchKit... Try this link on dmaster (Note all the configuration is in the link so it won't get wiped out by a dmaster refresh.)
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  • 10.9k
2 votes

Show "total contributions" from all results in data processor or search kit?

As of this writing SearchKit doesn't have the ability to do a "grand total" style row. You could create one search display that displays each row, and a second search display which shows ...
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  • 16.1k
2 votes

Search Kit with an auto toggle

I think you're looking for the Auto-run setting that appears on the search display edit page (not the compose search page). Add a display to that search (using the Add dropdown at the left) and then ...
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  • 17.6k
2 votes
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How do I create a report that displays Contacts created in the last (say) 30 days?

Lots of things like this can now be done with SearchKit. If you were searching for those who had died in the last 30 days, you could use this But if you switch to 'Created Date' you don't get the ...
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  • 10.9k
2 votes
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Return one line per contact in searchkit

After selecting the entities to search the Group By option~~ Allows you to choose any of the included entities to group results by Contact ID- to return one line per contact Activity ID- to return ...
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  • 1,839
2 votes

Controlling Available Search Kit Actions at a Granular Level

The hook will work to do what you want, but you should inspect the $tasks variable to see what it looks like. The array is keyed by entity type so your code needs to be updated accordingly. But as ...
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  • 16.1k
2 votes

How can I change the date format in a Search Kit result?

You must be on CiviCRM 5.47+ to have the "Use Smarty in Search Kit rewrites" feature. Create a Search Display based on your search - e.g. Add » Table using the Add button in the left pane. ...
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1 vote

Can I use tokens created with hook_civicrm_tokens to alter fields in SearchKit Displays?

Tokens aren't available in Search Kit. You have a couple of choices: In CiviCRM 5.47, you can rewrite your Search Kit results using Smarty. So you could recreate your token's logic in Smarty. If ...
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1 vote

Finding CDN Tax receipts sent

Under CiviReport - Contribution Reports, click New Contribution Report. Then there are two templates for receipts issued and not issued.
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  • 17.6k

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