Author Topic: CiviCase Reports (Read 3213 times)

joe murray · November 10, 2009, 07:37:17 am

I have a client who is considering CiviCRM to assist with Case Management in a few programs they run. I've just checked the report templates in 3.0.2 and can't find many associated with CiviCase. Here are some reports that seem of general use for that component, where services provide are likely represented in CiviCase as an Activity:

Number of cases handled per case manager per period like a year
Number of open cases per period
Stats (at least average time) to go from one case state to another (eg from open to closed, from open to assigned) per period
Summary stats drawn from values in custom fields (eg total hours of case coordinators and case managers, number of instances of custom multi-select field values (eg reasons for case closure, type of case outcome))
demographic reports on case client contacts
Summary stats on number of services broken out by type used per period
Summary stats (at least average) on number of services used per client or per visit
Summary stats (at least total) on number of repeat visits and repeat visitors (could be generalized to repeats of a Case Activity

I'm considering developing these for the potential client, but would want to ensure that they are of general use and would be put into core. A few questions:

- Are there existing reports developed for CiviCase that are not in the tarball that are similar to any of these reports to reduce development effort?
- What ideas if any are there for automated testing of reports, so that we can ensure that the reports we produce are good enough quality to go into core without the stigma / caveat of being labelled as community contributions?

- If we were to request engineering support from the core team to implement any of these reports that are deemed general enough for going into core, about how many hours per report should we ballpark, understanding that more details on the number and specific requirements for reports would be needed to get an accurate estimate?

Dave Greenberg · November 10, 2009, 11:10:14 am

Joe - Exciting news!

Regarding existing reports.... Dave D has built several Case-related reports for Physician Health Program which are currently available on their public repository. I will be testing the ones that Dave indicated are sufficiently generalized for inclusion in the 3.1 release:

Case Staleness Report: Staleness.php
Case Summary Report: Summary.php
Case Time Spent Report: TimeSpent.php
Case Demographics: Contact/Demographics.php (which includes custom fields from contact and open case records, but in a generic way)

You can grab them now and try them on your site if you want. Start here and navigate around (you'll need the PHP and TPL files):
http://svn.civicrm.org/php/trunk/custom_php/CRM/Report/Form/Case/
http://svn.civicrm.org/php/trunk/custom_templates/CRM/Report/Form/Case/

Going forward, I would recommend hooking up w/ folks at Physician Health (you can start w/ Claire Suave) to discuss your plans and see what synergies there might be.

Hard to ballpark "hours per report" w/o some more detailed specifications but the range is probably from 6-8 hrs for very simple report where data is coming directly from DAO's / tables, to probably triple that for reports with derived columns, complex stats/totals, and /or groupings.

I don't think we've approached reports in our unit test coverage yet. Would be a great place for you to jump in :-)

JoeMurray · November 11, 2009, 03:35:55 am

Many thanks!

I'll contact Claire shortly, and will check back with you about this as we develop proposal and costing.

Cheers,
Joe

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Author Topic: CiviCase Reports (Read 3213 times)

joe murray

CiviCase Reports

Dave Greenberg

Re: CiviCase Reports

JoeMurray

Re: CiviCase Reports