Can you point me to resources that can cover this requirements, I'm sure it would be needed often, and whilst I can dive into working it out from first principals, as a newbie, it would be nice to get thr benefit of some starting points.
Scenario is multiple households are 'managed' by an individual rep.
I would like to produce a reported, grouped / broken by rep of all their households.
Effectively a 'responsibility list' they can use to 'tick off' their annual visit to households.
So I have set up reps as type of 'individual'
and set up an A-B relationship between rep and household.
The standard 'contact relationship' goes part way there, but for instance doesn't have address.
I can see a 'developer tab' so I am assuming I can tweak the SQL - but before I start hacking around I though I'd ask the best way to approach this.
I found this https://wiki.civicrm.org/confluence/display/CRMDOC/CiviReport+Reference the implication to me is to write a custom php report? Is that the right approach?
Seems pretty heavy weight to get the desired results - but blogs lik ethis seem to indicate it is the way to go