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So a few things, when I create a custom report display, by adding additional fields to display. Is there anyway to re-order the fields. so for example if I want lastname, then first name...or other changes?

secondly, is there a way to extend the reporting so i can have reports built? I would like to be able to add an "Action" under the action menu and be able to take the results of the query and send it to a new report?

third, is there a way to bulid a different set of filters for example, what if i want to have the person be able to select a date range or to be able to select a date before, or date after...but the user could decide.

I want to keep everything within Civi framework and not have the user have to go out to a third party app

thanks, Mark

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  • I was going to say 'if you are using Drupal then Views may be an easier methodology for doing the above', but your last para put me off saying this (briefly)
    – petednz - fuzion ♦
    Jun 24, 2017 at 22:50
  • ok, I am using Drupal, how do you use Views to accomplish some of this. I would prefer to say in Civi, but this could be used for now. I am surprised that no one has built a nice extension for reporting withing the framework. The current reporting is so limited.
    – Mark
    Jun 25, 2017 at 0:59

2 Answers 2

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In Drupal Views you can

  • build reports with exposed filters, with cols in any order you want, with links to exploded reports and lots more.

  • use Contextual Filters or standard filters to ensure the user only sees information pertinent to them

  • Civi Relationships (and Views Relationships) to expose to the user other records in civi they should be able to access.

To get started

  • if your Drupal db is separate to civi DB then add the prefix required for the civi tables in to your settings.php
  • add a view based on CiviCRM Contacts
  • add some fields, filters etc and familiarise yourself with Views capabilities

If the above is too hard

  • check some of the excellent videos tutorials around on using Views
  • reach out to one of the Partners such as Fuzion to at least get you started without too much banging of heads again solid or other types of objects.
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You can also try out some of the extensions that have been built by users and Partners and clients such as the one Fuzion built called Extended Report

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