CiviCRM Community Forums (archive)

I have copied the Activity Summary Report to use it to create a new report.

I need to be able to add the Notes from a specific Contact to the report within the selected date range.

For instance, Notes will be entered on a certain contact (The national church organization record). A report will be run which will ask for the Date Range and it will include all the notes added to that specific contact on the report.

I've also added the Duration field from the Activities. It needs to be totaled for each Activity Type that has a duration entered (not all Activities will have a duration).

This is what a report would look like when done:

                 
NAOCC Activity Summary Report
September 7th, 2010 6:58 PM

[   ] This report covers a parish or other ministry.
[   ] This report covers an individual clergy.  

Parish / Ministry:     St. Saint's Parish   
Diocese / Province:    Diocese of the Southeast / Southern Province   
Reporting Clergy:     The Rev. Tommy D. Sheppard   

Grouping(s) Activity Date & Activity Type
Activity Date Between September 1st, 2009 and September 7th, 2010
Activity Type Is one of Reconciliation, Baptism, Funeral, Marriage, Public Mass, Private Mass, Hospital Visitation, Pastoral Counseling Session, Public Education/Outreach, Social Justice Ministry, Study, Ministry Planning

Month Beginning      Activity Type     Activity Count     Duration(in hours)     Number in Attendance
August 2010            Marriage            5                                                  500
August 2010            Study               10                       20
August 2010            Funerals            1                                                  100
August 2010            Social Justice     30                      300

Income/Expenses:
Total personal income: ________________ Total ministerial income: ________________
Total personal expenses: ______________ Total ministerial expenses: ______________
Total personal in-kind received: _________ Total ministerial in-kind received: _________
Total personal in-kind given: ____________ Total ministerial in-kind given: ____________
Total paid upstream to diocese/religious order: _________
Total paid upstream to national church: _________

NOTES
Date        Added By                          Note
8/1/10      Father Tommy Sheppard     This is the sample note. This is the sample note.
8/2/10      Father Jeff Smith               This is the sample note. This is the sample note.
8/4/10      Mother Jane Doe                This is the sample note. This is the sample note.


The Income/Expenses Section of the report is one that I'm struggling with how to accomplish. My initial thought is to add a contribution types for the various Activities (Weddings, Funerals) and for the donations from a Service. So for example there would be contribution types: In-Kind, Wedding, Funeral, Mass Plate Offerings(this would be a total of all cash received at a particular service), Mass Tithe (this would be checks or envelopes credited to specific person). A custom data field could be added to contributions which an option to select whether it was Personal or Ministry Income.

(Personal income is income received personally from ministry activities (wedding/ funeral stipends etc.) it is NOT income from secular employment. Ministerial income is monies given at collection during Mass, and other funds given to your ministry to support the activities. In-kind are goods and services (computers, blankets, professional services, etc.) given or received by you personally, or by your ministry.)

The Section at the top of the report I'm not sure the best way to approach. The two checkbox options (this report covers a parish or individual clergy) - I don't know if it's possible to have the report prompt for that as one of the options. Also the Parish/Ministry Name - can that be an option to select an existing contact? The Diocese/Province could be pulled from the Contact record (custom data) based on which Contact was selected for the parish/ministry name. The reporting clergy is the name of the person running the report.

Also would be nice to be able to have the report saved and attached to the national church's contact record or some way to have a record of the report. thought this isn't required.

I'd be most appreciative if someone could help me with this. I know it's not much but I could spare an extra $100 to anyone who got this report working for me.

After looking at some other reports. If the Activity Summary Report and the Donor Report (Summary) were merged into one report....it would be almost exactly what I need with only a few minor tweaks.

The Notes part would need to be added and the duration part of the Activities would need to be totaled. Then the only part left would be to figure out how to get the top part of the report done.

[   ] This report covers a parish or other ministry.
[   ] This report covers an individual clergy.

Parish / Ministry:      St. Francis Old Catholic Church      Location:      Memphis, TN   
Diocese / Province:      Diocese of the Southeast / Southern Province   
Reporting Clergy:      The Rev. Tommy D. Sheppard   

I'm not paying someone $1000 - 5000 for one report. That is absolutely ridiculous.

I did finally get someone to talk to me about the report and they said that CiviReport won't allow you to combine 2-3 different types of data on one report (i.e. Activities and Contributions and Notes) like I'm wanting to do. That seems like a total waste of report engine if you ask me but that's just IMO.

I can deal with having 3 reports if I have to: One for Activities, One for Contributions, and One for Notes. The Activities Summary Report and the Donate Report (Summary) does what I need (almost). On the Activities report I need it to include and total two fields. One is a custom field for number in attendance and the other is the duration field. I worked with it till way in the morning and then again today to try to get it to work but can't figure it out (though this isn't the first attempt to try to get this to work...this has been several months of this). Currently I'm having to hand write the reports to submit each month.

Can someone take the Activities Summary report and make it total the Duration field and the custom field (Custom group name 'Additional Info' id=3 and the custom field label is Number in Attendance  and the id=19) The Donor report works as is (sort of).

The only other report needed is one that will pull the notes from a specific contact record for the date range selected.

I never once indicated that I wasn't willing to return the code back to the community. I'm all for open source and community building.

However, I do think that Civi's community tends to be pretty elite and reluctant to help newcomers who maybe aren't the best at php and mysql.  The stock answer that is given so often around here is: "You should consider hiring someone from http://civicrm.org/professional list to implement this." If I could afford to hire one of the listed professionals I certainly would. But to pay $1000 - 5000 for one report seems a bit extravagant.

There seems to be no room in Civi's mind of smaller organizations getting things done. Civi seems only concerned with the big boys. Now I haven't been here but about a year but in that time Eileen's Make It Happen campaign is the first I've ever seen of trying to get things done for smaller guys that maybe can't afford to hire a professional outright.

In this year I've learned alot, all pretty much self taught and digging around here and there trying to figure things out. Made alot of mistakes and broke Civi and Drupal on a daily basis and had to reload. It was good learning. I learn best from seeing something done and then copying it and when it doesn't work looking at the two and figuring out why mine doesn't work. I spent many hours trying to get the Duration and Number in Attendance fields to total for me by looking at other reports and trying various things but I never could figure out how to do it. I pitch in when I know something to help. I patched FrShawn's CiviRelate code after the last Civi upgrade and reported back to the Issue Tracker with the fix.

I've tweaked the Activity Summary report to where if I could just get those two fields to total for me I could live with it. Then I'd just need to figure out how to get a Notes report.

As you can see from the attached pdf files they are pretty close to what I want. The Activity summary isn't totaling the two fields though.

That someone is listed on the professionals page.

That someone is listed on the professionals page.

The professionals page is basically a listing service provided by civicrm.org. We dont have a certification program as of yet

we are introducing some changes (in a week or so), that will allow folks to vote and comment on the "service vendors"

lobo