I need a dashlet for a user which lists scheduled activity details filtered on the 'case type' the activity sits in. I can find these in search but cant seem to get a report to work - closest I can get is extended report - Activity Pivot Chart (CiviCase)
If I can perform a straight forward query in search with regard to finding an “activity type’ within a specified ‘case type’ would it not be a significant progression for the CRM to be able to perform this as a report.
As an implementor I finally got around the problem using smart groups, but .. seeing as the table join is already part of the ‘extended report’ functionality would it not be a massive progression for Civi report to offer this in a more direct way.
Many thanks to the suggestions to make a view and incorporate as a block, I can do this, I appreciate the power of the views module, should it be necessary. The push to make civiCRM a software capable of case management and it being really useful to organisations who wish to manage actual case requirements means that a fairly simple code change could offer significant Implementor level advancement.
I really don’t want to try and remember how to code, yours in eternal laziness x
These days you have more options. You can install the dataprocessor extension (see https://lab.civicrm.org/extensions/dataprocessor), which gives you the option to create custom searches by only using the interface. It is a bit like drupal views, but it works inside CiviCRM. And you can publish the search as a dashlet.