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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Developer Discussion (Moderator: Donald Lobo) »
  • Contact summary report
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Author Topic: Contact summary report  (Read 671 times)

Eileen

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Contact summary report
June 20, 2010, 04:38:01 pm
Has anyone got any thoughts on the best approach for  a 'summary' report?

We have a requirement for a one page report on individuals including relationship/ household, address, contribution / pledge data. The dashboard might be a good starting place but they'd like to be able to print the list for a whole bunch of people - e.g. off a contact search which makes me think I could either start from the 'pdf letter' function & build a report into a copy of that, or maybe CiviReport can help but I can't see it at the moment.

Or another option is views with views attachment.

None of which seem to be suggesting themselves as easy options

Eileen
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xavier

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Re: Contact summary report
June 21, 2010, 12:01:44 am
Hi,

To make it easier to generate html lists/reports (+xls+doc), we have developped a civiview module. The general idea is a as thin as possible layer that takes the parameters from the GET, assign it to a template (based on the url), and let the template fetch whatever they want using crmAPI.

My client is able to modify the template directly and display more fields and fetches whatever they want, something they couldn't do with php and custom searches/reports.

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Eileen

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Re: Contact summary report
June 21, 2010, 12:35:49 am
Is this code available?
Make today the day you step up to support CiviCRM and all the amazing organisations that are using it to improve our world - http://civicrm.org/contribute
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Developer Discussion (Moderator: Donald Lobo) »
  • Contact summary report

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