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Author Topic: Report Basics  (Read 2330 times)

AKN

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Report Basics
March 25, 2010, 08:57:00 pm
Hello Everyone: I am new to CiviCRM and trying to create a simple report of Contacts. The 2 things I am having trouble with are:

1. How to include a Custom Data field (a date) in the report.
2. Have the report sorted by the Custom Data field.

Any help/guidance is appreciated.

Thanks. . .

Tony N.

Dave Greenberg

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Re: Report Basics
March 26, 2010, 03:31:27 pm
Tony - I think as of 3.1 custom data 'used for' contacts is available in the Constituent Summary report (which reports on contacts).

    protected $_customGroupExtends = array( 'Contact', 'Individual', 'Household', 'Organization' );

There is an orderBy() function in the php classes for some of the reports which I think will do it for you (check CRM/Report/Form/Contribute/Detail.php).

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AKN

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Re: Report Basics
March 26, 2010, 07:20:46 pm
Hi Dave: Thanks for replying to my post. You're right, there is an option to show custom data fields in the Constituent Report - I don't know how I missed that. As for sorting, I will check out your suggestion.

Regards. . .

Tony N.

petednz

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Re: Report Basics
April 08, 2010, 03:43:40 pm
can i just get some clarification - eg by using protected $_customGroupExtends = array( 'Contact', 'Individual', 'Household', 'Organization' );

how do we then restrict or specify exactly which of the fields we want to use? in the example we have working for 'Contact' we have all the custom fields that extend Contact showing.
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Deepak Srivastava

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Re: Report Basics
April 08, 2010, 06:58:44 pm
Custom fields with "Is this Field Searchable" option set, are only exposed. There is no other control/option especially for reports yet.
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petednz

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Re: Report Basics
April 08, 2010, 07:06:10 pm
ok, yes i should have mentioned the 'is searchable' above - oky will work with what there is for now. many thanks
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Eileen

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Re: Report Basics
April 09, 2010, 12:13:02 am
I added a couple of notes on this here

http://wiki.civicrm.org/confluence/display/CRMDOC/CiviReport+structure+and+customization

Deepak - perhaps you could run your eye over this page as Joe's comments imply that he thinks it could be more complete.
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
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  • Using CiviReport (Moderator: Dave Greenberg) »
  • Report Basics

This forum was archived on 2017-11-26.