Development issueshttps://lab.civicrm.org/groups/dev/-/issues2020-04-30T22:59:59Zhttps://lab.civicrm.org/dev/core/-/issues/1729CiviReport "Source Name" filter is broken / has no impact on report results2020-04-30T22:59:59ZmarshCiviReport "Source Name" filter is broken / has no impact on report resultsOverview
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Setting the "Source Name" filter on a report has no effect on the results
Reproduction steps
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1. open [Activity Details report](https://dmaster.de...Overview
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Setting the "Source Name" filter on a report has no effect on the results
Reproduction steps
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1. open [Activity Details report](https://dmaster.demo.civicrm.org/civicrm/report/instance/3?reset=1&output=criteria).
1. go to **filters** (tab)
1. **Source Name** : Contains : [any text]
1. Preview results
Current behaviour
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- notice 80 results
- **results do not change** when changing the 'source name' filter
- no errors
Expected behaviour
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- report results get filtered, so different filter values give different results
Environment information
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testing and workflow was on https://dmaster.demo.civicrm.org/
Comments
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This looks like a regression, and could be from:
- https://github.com/civicrm/civicrm-core/pull/16672
- https://lab.civicrm.org/dev/core/issues/1627
(thanks to Pradeep Nayak for investigations)5.24.6https://lab.civicrm.org/dev/core/-/issues/1596unreleased regression - Contribution summary report gives fatal error in mast...2020-02-25T20:25:25ZDaveDunreleased regression - Contribution summary report gives fatal error in master with just the defaultsI think it's from this line https://github.com/civicrm/civicrm-core/pull/16467/files#diff-c2f466cf0d5fef7048b1ec82ec5aaaceR615 which then adds a grouping parameter after WITH ROLLUP, which it doesn't like.I think it's from this line https://github.com/civicrm/civicrm-core/pull/16467/files#diff-c2f466cf0d5fef7048b1ec82ec5aaaceR615 which then adds a grouping parameter after WITH ROLLUP, which it doesn't like.5.24.0https://lab.civicrm.org/dev/core/-/issues/1081contribution detail report: error when sorting by custom contrib field (DB Er...2019-07-11T00:47:09ZCésarcontribution detail report: error when sorting by custom contrib field (DB Error: no such field)Hello,
I see regresion of this: https://issues.civicrm.org/jira/browse/CRM-17280 in CiviCRM 5.13.4, only the case when custom field is not in select. The query creates a field with alias only in order by and show this error: DB Error: n...Hello,
I see regresion of this: https://issues.civicrm.org/jira/browse/CRM-17280 in CiviCRM 5.13.4, only the case when custom field is not in select. The query creates a field with alias only in order by and show this error: DB Error: no such field5.16.0https://lab.civicrm.org/dev/core/-/issues/5054Add postal address columns to soft credit report2024-03-07T13:35:18ZyashodhaAdd postal address columns to soft credit reportAdd postal address columns for both `Soft Credit` and `Contributor`contacts to soft credit report .Add postal address columns for both `Soft Credit` and `Contributor`contacts to soft credit report .yashodhayashodhahttps://lab.civicrm.org/dev/core/-/issues/4924CiviReport: Contribution Detail Report Joining Incorrectly on civicrm_note2024-03-01T20:08:18Zcrawford.morganCiviReport: Contribution Detail Report Joining Incorrectly on civicrm_noteOverview
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When 'Contribution Note' is selected as a column in a Contribution Detail report, the join is treated as required and all contributions in the results without notes are filtered out.
Thi...Overview
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When 'Contribution Note' is selected as a column in a Contribution Detail report, the join is treated as required and all contributions in the results without notes are filtered out.
This issue occurs when using the 'Contribution Detail' report, 'Extended Report - Contributions' report, and 'Extended Report - Bookkeeping with extra fields' report.
Thankfully, reports created in SearchKit function properly (all contributions are returned in the results) and contribution search exports are also functioning properly (including 'Contribution Note' in the exported fields does not affect the records exported).
Reproduction steps
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1. example.com/civicrm/report/contribute/detail?reset=1
2. View results with Columns > Contribution Note toggled off
3. Toggle Contribution Note on, run report again, note that fewer records are returned
Environment information
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* CiviCRM: 5.69.2
* PHP:8.1.27
* Drupal: 7.99
* MySQL: 8.0.33
Comments
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This only recently became an issue after making a minor upgrade to 5.69.2https://lab.civicrm.org/dev/core/-/issues/4921Add Soft Credit Recipient's and Contributor's Postal Address fields to includ...2024-01-29T10:13:28ZyashodhaAdd Soft Credit Recipient's and Contributor's Postal Address fields to include in the Soft Credit Report.Add Soft Credit Recipient's and Contributor's Postal Address fields to include in the Soft Credit Report. We already have phone/email having address would be helpful.Add Soft Credit Recipient's and Contributor's Postal Address fields to include in the Soft Credit Report. We already have phone/email having address would be helpful.https://lab.civicrm.org/dev/core/-/issues/4832CiviReport 'Available for Dashboard' checkbox lost functionality2023-12-20T19:20:26ZbrienneCiviReport 'Available for Dashboard' checkbox lost functionalityOverview
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The ‘Available for Dashboard?’ checkbox on CiviReports has lost its functionality.
Reproduction steps
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1. On an existing or new CiviReport, click ...Overview
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The ‘Available for Dashboard?’ checkbox on CiviReports has lost its functionality.
Reproduction steps
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1. On an existing or new CiviReport, click on the **Access** tab
* If it is a new report, add a title on the **Title and Format** tab to make sure the report can be easily found.
1. Check the box next to the *Available for Dashboard?* label
1. Save the report from the *Actions* menu.
1. Go to the CiviCRM home page and do a hard reload (or even a cache clear)
1. Note that the report is either still present as an available dashlet ~~or not listed at all.~~
Current behaviour
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Unchecking the *Available for Dashboard?* box on an existing CiviReport that is already available as a dashlet does not remove the report from the list of available dashlets on the CiviCRM home page
~~Checking the *Available for Dashboard?* on a new or existing CiviReport does not add it to the list of available dashlets on the CiviCRM page.~~
Deleting a report also does not remove the dashlet from the available options, however, the user will encounter a non-fatal error message that ‘You have tried to access a report that does not exist.’
Expected behaviour
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The *Available for Dashboard?* checkbox should accurately control whether the report is or is not available as a dashlet.
Environment information
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* __CiviCRM:__ 5.67.0https://lab.civicrm.org/dev/core/-/issues/4813CRM_Report_Form_Activity: Add Employer field, and "contact"-based custom fields2023-12-18T23:06:40ZAllenShawCRM_Report_Form_Activity: Add Employer field, and "contact"-based custom fieldsThis improvement is requested and sponsored by Stuart at Korlon.
We aim to implement the following changes to the CiviCRM core "Activity Detail" report (CRM_Report_Form_Activity):
- add "Current Employer" as an available column (not fi...This improvement is requested and sponsored by Stuart at Korlon.
We aim to implement the following changes to the CiviCRM core "Activity Detail" report (CRM_Report_Form_Activity):
- add "Current Employer" as an available column (not filter), to display with its Display Name, as a link to the employer contact
- auto-include "contact"-based custom fields (currently only "individual"-based custom fields get this treatment)
A PR is forthcoming. If it seems this is not a desirable improvement, please let me know in comments!
(Joinery reference: F#1317)https://lab.civicrm.org/dev/core/-/issues/4536Report improvements2023-09-23T05:02:21ZyashodhaReport improvements_Primary Membership_ filter option in _Membership Details_ report has options that don't make sense.
![dddsdsd](/uploads/0e74060c879cbaf416c85e8eb1067134/dddsdsd.png)
Remove options that don't make sense and add option to choose _All_..._Primary Membership_ filter option in _Membership Details_ report has options that don't make sense.
![dddsdsd](/uploads/0e74060c879cbaf416c85e8eb1067134/dddsdsd.png)
Remove options that don't make sense and add option to choose _All_ as well.yashodhayashodhahttps://lab.civicrm.org/dev/core/-/issues/4532Add sort for country/state fields in reports2023-08-24T15:17:42ZyashodhaAdd sort for country/state fields in reportsAdd sort for country/state fields in reportsAdd sort for country/state fields in reports5.66.0yashodhayashodhahttps://lab.civicrm.org/dev/core/-/issues/4522Membership Detail improvements2023-08-24T14:02:52ZyashodhaMembership Detail improvementsIn the _Membership Details_ report,
add in _Columns_ tab:
- Auto-renew (Yes/no)
- Auto-renew Status
add in _Sorting_ tab:
- Start Date (of membership)
- End Date (of membership)
- State
- Auto-renew
- Auto-renew StatusIn the _Membership Details_ report,
add in _Columns_ tab:
- Auto-renew (Yes/no)
- Auto-renew Status
add in _Sorting_ tab:
- Start Date (of membership)
- End Date (of membership)
- State
- Auto-renew
- Auto-renew Statusyashodhayashodhahttps://lab.civicrm.org/dev/core/-/issues/4510Report results for custom date fields does NOT respect the date format2023-08-24T13:44:13ZyashodhaReport results for custom date fields does NOT respect the date formatSteps to replicate :
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- Create a custom date field of type _Date_ and date format _yy_
![Screenshot_from_2023-08-18_18-44-03](/uploads/8033862dfeb99ff818d5fb0a58797e7b/Screenshot_from_2023-08-18_18-44-03.png)
- ...Steps to replicate :
--------------------
- Create a custom date field of type _Date_ and date format _yy_
![Screenshot_from_2023-08-18_18-44-03](/uploads/8033862dfeb99ff818d5fb0a58797e7b/Screenshot_from_2023-08-18_18-44-03.png)
- Data shows as correctly on summary screen
![Screenshot_from_2023-08-18_18-45-53](/uploads/8a835e7bf893609014a12e55e977950f/Screenshot_from_2023-08-18_18-45-53.png)
- Report results do NOT respect the format
![Screenshot_from_2023-08-18_18-46-54](/uploads/b4bf0be27d8fc889e3efb93a24206c33/Screenshot_from_2023-08-18_18-46-54.png)
All custom data of type date should have respective Date format respected like on the other screens.yashodhayashodhahttps://lab.civicrm.org/dev/core/-/issues/4505Localisation: Report contribution_details doesn't respect date format settings2023-08-17T14:24:07ZDetlev SieberLocalisation: Report contribution_details doesn't respect date format settings## Overview
_see_ #4503 for similar issue
## Reproduction steps
1. Set localization settings **date format** to "%d.%m.%Y %H:%M" / "%d.%m.%Y"
2. Click on **Reports -\> Contribution Detail**
3. Click on "Refresh results" and/or downloa...## Overview
_see_ #4503 for similar issue
## Reproduction steps
1. Set localization settings **date format** to "%d.%m.%Y %H:%M" / "%d.%m.%Y"
2. Click on **Reports -\> Contribution Detail**
3. Click on "Refresh results" and/or download pdf
## Current behaviour
For the header, the localisation settings are interpreted correctly.
For the report lines, the date format don't respect the localisation settings.
See screenshot:
![contribution details date format.png](/uploads/453ea5f2249edac6e89ff322862c7a8d/contribution_details_date_format.png)
## Expected behaviour
All dates should be displayed in the selected localisation format.
##https://lab.civicrm.org/dev/core/-/issues/4503Localization: Report contribution_details doesn't respect money settings for ...2023-08-17T14:22:38ZDetlev SieberLocalization: Report contribution_details doesn't respect money settings for additional fields## Reproduction steps
1. Set localization settings: **decimal separator** to `,` and **thousand separator** to `.`
2. Click on **Reports -\> Contribution Detail**
3. Select Non-deductible Amount, Fee Amount, Net Amount, Soft Credit Amou...## Reproduction steps
1. Set localization settings: **decimal separator** to `,` and **thousand separator** to `.`
2. Click on **Reports -\> Contribution Detail**
3. Select Non-deductible Amount, Fee Amount, Net Amount, Soft Credit Amount
4. Click on "Refresh results"
## Current behaviour
For the contribution amount, the localisation settings are interpreted correctly.
The other amounts don't respect the localisation settings.
See screenshot:
![2023-08-16_21-13.png](/uploads/ea63065ddba5bb00ce85c2cd77074cae/2023-08-16_21-13.png)
## Expected behaviour
All amounts should be displayed in the selected localisation format.https://lab.civicrm.org/dev/core/-/issues/4401SearchKit - Report replacement - as a standard user without edit searchkit pe...2023-07-06T06:37:04ZsamuelsovSearchKit - Report replacement - as a standard user without edit searchkit permission, add a way to show/hide columns in table displayThere is already an [extension](https://lab.civicrm.org/extensions/search_kit_reports) that recreate the queries of core reports into SearchKit so admin/super user can customize and use them instead of report.
However, as a standard use...There is already an [extension](https://lab.civicrm.org/extensions/search_kit_reports) that recreate the queries of core reports into SearchKit so admin/super user can customize and use them instead of report.
However, as a standard user, edit a Searchkit is too complicated and reports is still the better option if we need to provide a lot of flexibility to users.
Currently, in Reports, standard user have access to customize :
- Columns - no way to do this in SK without editing the SK - hence the proposal
- Sorting - already there by clicking on the columns of the SK table
- Filters - already there by configuring them with FormBuilder
- Title and Format - don't think it is required
- Email delivery - missing, already documented in https://lab.civicrm.org/dev/core/-/issues/3478
So I think the main undocumented missing feature if we want to replace the reports is to have a way for a standard user to choose which columns to show/hide in a table display. It needs to apply to the screen and to the Download action.
As an example, I like the way new reports in Quickbooks works with the ability to switch each column on/off and as a bonus allow to change columns order :
![Rapport](/uploads/550ef9e7d7ffd1f19849b4034faa7765/Rapport.png)
As a first step, I don't think we need to save the user preferences but we will probably want to be able to do that / reset to default eventually.https://lab.civicrm.org/dev/core/-/issues/4381CiviReport: default orientation for pdf output2023-06-22T08:23:40ZJanecCiviReport: default orientation for pdf outputOverview
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I was unable to set the orientation for pdf output of reports.
Example use-case
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1. Configure a PDF output format in settings
1. Use the "print PD...Overview
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I was unable to set the orientation for pdf output of reports.
Example use-case
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1. Configure a PDF output format in settings
1. Use the "print PDF letter"-action
Current behaviour
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You PDF-report will be in landscape
Proposed behaviour
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Use the configured setting.
Comments
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Removing the hard coded value solves thishttps://lab.civicrm.org/dev/core/-/issues/4311Undefined array key warnings when entering a report page2023-06-06T05:54:40ZTobias KrauseUndefined array key warnings when entering a report pageWhen a report page is accessed several warnings appear in watchdog. For example the path of one of the reports is /civicrm/report/instance/3, the warnings are:
```
Warning: Undefined array key "batch_id_op" in include() (Zeile 42 in sit...When a report page is accessed several warnings appear in watchdog. For example the path of one of the reports is /civicrm/report/instance/3, the warnings are:
```
Warning: Undefined array key "batch_id_op" in include() (Zeile 42 in sites\default\files\private\civicrm\templates_c\en_US\%%E0\E0C\E0C36992%%Filters.tpl.php)
Warning: Trying to access array offset on value of type null in include() (Zeile 42 in sites\default\files\private\civicrm\templates_c\en_US\%%E0\E0C\E0C36992%%Filters.tpl.php)
Warning: Undefined array key "type" in include() (Zeile 48 in sites\default\files\private\civicrm\templates_c\en_US\%%1B\1BD\1BD7DE8F%%Statistics.tpl.php)
Warning: Undefined array key "type" in include() (Zeile 51 in sites\default\files\private\civicrm\templates_c\en_US\%%1B\1BD\1BD7DE8F%%Statistics.tpl.php)
```https://lab.civicrm.org/dev/core/-/issues/4261Membership Detail Report Date Recieved Value is Incorrect2023-05-01T07:55:40ZAlanDixonMembership Detail Report Date Recieved Value is IncorrectOverview
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The Membership Detail report (CRM_Report_Form_Member_Detail) reports about the oldest contribution when there are multiple contributions associated with a membership.
Current behaviour
-...Overview
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The Membership Detail report (CRM_Report_Form_Member_Detail) reports about the oldest contribution when there are multiple contributions associated with a membership.
Current behaviour
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The sql that selects the contribution associated with the membership uses a simple left join which will select the oldest contribution towards that membership (or at least, the one with the lowest id, which is usually the oldest one).
That contribution information is not as useful as the most recent contribution associated with a membership.
Expected behaviour
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I would expect to be reporting on the most recent contribution associated with a membership!
Comments
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Here's where the SQL is getting added:
https://github.com/civicrm/civicrm-core/blob/d4780a599def82852c30bb0475f2e34370932683/CRM/Report/Form/Member/Detail.php#L296
PR forthcoming.https://lab.civicrm.org/dev/core/-/issues/4106Add filter on pledge payment in contribution report templates2023-02-28T06:44:39ZyashodhaAdd filter on pledge payment in contribution report templates Add a filter on "contribution is a pledge payment Yes/No" in contribution report templates Add a filter on "contribution is a pledge payment Yes/No" in contribution report templatesyashodhayashodhahttps://lab.civicrm.org/dev/core/-/issues/3992Expose created date column in contact reports2022-11-16T21:33:39ZyashodhaExpose created date column in contact reportsExpose created date column in contact reports and as filter as well.Expose created date column in contact reports and as filter as well.5.57.0yashodhayashodha