6

Just wanted to share how a volunteer Admin for one of our projects is handling assets - e.g. Table assignments for Events; Room assignments for Camp; Equipment etc. Warning: must be abstract thinker - and you'll never look at Tables the same :-) Let's look at Table assignments for Events - as I have the site open and can pull in some screenshots - to Demo ...


6

This type of report is called a "pivot table". There's a report that will do what you want in the Extended Reports extension. If you don't have that installed, do the following (or ask your administrator): Go to Administer menu » System Settings » Extensions. Click the Add New tab. Search for Extended Reports in the extension list and click the ...


5

If you mean exporting after doing eg a Search or Advanced Search, then on the screen where you select which fields to export, you can check a box to save that common set of fields for future exports (see image below). Then, the next time you go to do an export you can select to "Use Saved Field Mapping" and select the previously saved set of fields.


5

In case you don't know of it, there is a Custom Search available under 'searches' for Include/Exclude Groups. So you could use that. Step 1: create a Smart Group based on Activities within timeframe (A) Step 2: create a smart group of 'all individuals' (B) Step 3: use Include/Exclude Search to say B minus A


5

There was a pretty good 101 session about custom report in CiviCon Denver 2015. Unfortunately, there don't seems to be a video about it. You can check resources here : https://denver2015.civicrm.org/sessions/civicrm-custom-reports-101 (pdf and custom extension). My recommended steps for doing a custom report : you must first do the sql query you want in ...


5

This does appear to be a legitimate issue, so I've created a bug in the tracker here: https://issues.civicrm.org/jira/browse/CRM-18079 Generally it's better not to use this folder for maintainability reasons - it is better to use an extension - but since it is an advertised piece of functionality, it should work as intended! Thanks for reporting this.


4

With most extensions, the place to report bugs is on Github. In this case you want to go to https://github.com/eileenmcnaughton/nz.co.fuzion.extendedreport and click on the "Issues" tab at the top.


4

Since you are using Drupal, I would also suggest considering how much you can save most users getting in to CiviCRM at all, and providing a lot of the UI via Views and Webforms. We have done this for chapter based organisation, and this has often involved using the Permissioned Relationships extension to provide the ACL. The outcome is that the user can ...


4

I just ran into this issue (on current Drupal, current CiviCRM setup) and confirmed that the way it's set now, a non-admin user needs the permission "access deleted contacts" to run this report. Hope that's helpful - not much of an answer but I lost access to my old account and don't have enough rep to post a comment :)


4

The questions about "assign housing and coordinate special needs" would really need more specific requirements to be able to provide a substantive answer. If 'assign housing' means something like, "provide fields so people can indicate whether they want single rooms, shared rooms, or specify other attendees that they want to share with" then yes I can ...


3

As ErikH stated it is always good practice to create a new extension or create a custom folder to override core files So In order to add a supplement address in the report you need to add a new column to the report first 'civicrm_address' => array( 'dao' => 'CRM_Core_DAO_Address', 'fields' => array( 'supplemental_address_1' =>...


3

Follow the below step get the contacts report with tag values. Find contact using search option. (sitename/civicrm/contact/search?reset=1) Click on search without apply any filter if you want report for all contact. Select the contacts and then perform the action export contacts select this option Select fields for export and Do not merge on this page. Now ...


3

See also https://civicrm.org/bug-reporting but take a look at the question I am just about to post in case you're interested in civiCRM.org/higher level bug reporting and feedback


3

(Expanding comment as an answer...) Reports > Contact Reports shows the Reports that have been created from Report Templates. Your extension adds a Report Template, so from Report > Contact Reports, click 'New Contact Report' to see the templates. Select your template, configure and save as a new Report.


3

Use a Thank-You Letter. Run a contribution report for 2016. Select the individual(s) you want to create reports for In the Actions dropdown, select "Thank-You Letters for Contributions" Select your Grouping (I use Contact) Select Your separator-- Comma will put all information into groups separated by commas, Table Cell will separate each contribution into ...


3

Regarding reports, it is possible to create an instance of a report (Administer > CiviReport > Create new report from template) that includes the fields, filtering and grouping options, etc., and to save it so that it can be reused directly from a menu item. Individual users can also add these personalized reports to their user dashboard as reportlets. And ...


3

This will result in one api call per row, which can add up to a lot of queries on the db. A lighter-weight solution would be do do a single api call before the loop to look up all location types and store them in a local variable, then you can use array_search or similar for each row to get the proper value.


3

Ok here's what I do when faced with situtations like this: check how Eileen does it: https://github.com/eileenmcnaughton/nz.co.fuzion.extendedreport At times I'll extend one of her extended reports; it's a very well written extension.


3

Wrap this custom report up into an extension -> then make that extension available in all your sites.


3

Check out an example here - this is a report that joins tables the extension creates/maintains with other civicrm core tables to produce this report: https://github.com/jake-mw/CDNTaxReceipts/blob/master/CRM/Cdntaxreceipts/Form/Report/ReceiptsIssued.php


3

Yes! The Contact modified date filter will work to filter contact that are modified in past 12 months


3

I think you can get what you want with the "Event Participants Report" (under the Events > Event Reports Menu). In the "Sorting" tab, just tick the box for "Section Header / Group By" against "Last Name, First Name". You use the "Filters" tab to restrict to a particular time period, set of events etc. In general if I can't do something off the shelf in ...


2

Are you working in drupal? If so, I recommend using a custom view, rather than trying to get a custom report.


2

A bit of css will do it. I would suggest to create a new css file in you custom directory like /wp-content/plugins/files/civicrm/my_css/my_stylesheet.css Navigate to Administer->System Settings->Resource URLs and put your URL to the css file http://yoursite.com/wp-content/plugins/files/civicrm/my_css/my_stylesheet.css In your css file: #crm-container ....


2

Our need was for class rosters which included the one or two adults approved to pick up the child from class. The result is a list which displays a child's info on the same line as the adult(s) approved for pick up. For this solution we actually needed two views; View A shows the adults and is embedded into View B which lists the kids, using the contact ID ...


2

I will add this as an answer so i can add the screenshot. You 'should' be able to filter by Groups in a civicrm contact based View. In the screenshot you will see i have both Group Name and Group ID set as fields, and have Group ID set as an Exposed Filter. Hope that helps if only to confirm that something is amiss in the world of Views for you. (Note: on ...


2

If you are using Drupal then a View may be able to deliver you the required solution with less head aches.


2

When starting on reporting I did a lot of debugging in my report and in the parent class to find out what was happening. Your specific error: I strongly suspect 'relationship_type_c_civireport.label' should be 'relationship_type_id_c....' but I am not sure. Check if there is a postProcess function in your class. If there is, it should call the parent ...


2

One option would be to do this with Drupal Views though I think you would end up needing to display a View within a View to deal with the multiple results you could have for both the OG memberships and the Civi Memberships. I did a quick proof of concept to check if all the joins were available which I attached to this blog.


2

There is a FinancialType API which returns the name with the ID, for example: $financialTypeName = civicrm_api3('FinancialType', 'Getvalue', array('id' => $financialTypeId, 'return' => 'name'));


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