Author Topic: Creating a report limited to a individual relationship (Read 1318 times)

sraisz · April 15, 2010, 01:32:02 pm

I am trying to create a report that would give a listing of contacts filtered by a condition that the CiviCRM user has a relationship ( in this case Mentor of) with the contact. I want to make this available to put in the dashboard for all users.

This is similar to the activities report which lists only activities that are assigned to the logged in user ( unless they have permission to see everything).

I assume this would acquire some custom PHP. I am not a PHP programmer so I would appreciate any guidance on this.

Donald Lobo · April 15, 2010, 03:10:45 pm

Your best bet would be to hire someone from http://civicrm.org/professional/ to help you write the report.

lobo

sraisz · April 16, 2010, 01:32:58 pm

OK

I will put together a brief and get a quote.

lcdweb · April 20, 2010, 04:59:57 pm

There already is a relationship report, and it does let you filter by the relationship type.
It also lets you filter by group, so if you have a subset of records you want to restrict to, you can do that.

Or were you looking to limit the results by the logged in user? If so, yes -- that would require custom work.

I made some mods to the activity report to allow restriction by logged in user (http://issues.civicrm.org/jira/browse/CRM-5902).
Haven't looked at the relationship report, but you might be able to borrow some of the code from that report.

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Author Topic: Creating a report limited to a individual relationship (Read 1318 times)

sraisz

Creating a report limited to a individual relationship

Donald Lobo

Re: Creating a report limited to a individual relationship

sraisz

Re: Creating a report limited to a individual relationship

lcdweb

Re: Creating a report limited to a individual relationship