Author Topic: Another basic question (Read 911 times)

Nantucket · March 11, 2011, 01:39:13 pm

So if the reports in the CiviReports drop down menu are templates, then you generally don't want to mess with those templates right? So if I want to create a report "instance" then I'd go to Create Reports from Templates, name it e.g. "Weekly pending contributions report." And then how do I set it so that it runs every week? Do I have to create a new report instance every week?

I've read up on the guides on difference btwn instance and template but it's still not clear in my mind... any good threads, blogs out there?

Thx in advance!

xcf33 · March 11, 2011, 01:47:24 pm

Hi, once you have created a new instance of the report, (i.e. weekly report). Every time you visit the report it "runs" and you can see the content of the report.

If you wish to have that report delivered to you on a weekly basis, you will need to fill out the Email Delivery Settings section and set up a cron job to do it.

Below is the help text

Quote

A copy of this report can be automatically generated and delivered via email to specified recipients. Use the settings in this section to control Subject of the email containing the report, as well as the recipient list (To and Cc fields). Multiple email addresses should be separated by commas.

Your site administrator will need to setup a server 'cron job' (automatically scheduled task) to trigger creation and delivery of each report. The cron job should use invoke the URL: <site root>/sites/all/modules/civicrm/bin/CiviReportMail.php? instanceId=3&reset=1&sendmail=1. (This example url is specific to report ID = 3. When invoked, this URL will deliver email to the recipients specified for this report.) The cron job will also need to include authentication parameters which can be set by providing user-name, password and site key. (learn more...)

http://wiki.civicrm.org/confluence/display/CRMDOC33/Command-line+Script+Configuration

Cheers!

Nantucket · March 11, 2011, 02:19:13 pm

Thanks. So then am I right that you don't want to mess with the templates but rather to create a report instance? I guess going backwards, can you explain a report instance, a report template, report. i've got the manual here and it's still fuzzy in my mind. So if I create a report instance of an existing report template, am i essentially creating a report on the specified criteria which then auomatically runs every time i visit the report?

Thx,

Rajan Mayekar · March 12, 2011, 11:47:00 pm

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if I create a report instance of an existing report template, am i essentially creating a report on the specified criteria which then auomatically runs every time i visit the report?

Indeed, report instance ( or you can say directly reports) are nothing but saved setting of report template, so you can create one or more reports by setting different criteria.

Quote

if I want to create a report "instance" then I'd go to Create Reports from Templates, name it e.g. "Weekly pending contributions report." And then how do I set it so that it runs every week? Do I have to create a new report instance every week?

For this I suspect creating report using Donor Report (Detail) - Template ( civicrm/report/contribute/detail?reset=1 ) is useful here ( or may be any other contribution report ), so if u create a report by setting filter 'Receive Date' to 'Previous week' , every time it will show the contributions of last week when u will visit the report.

Rajan

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Author Topic: Another basic question (Read 911 times)

Nantucket

Another basic question

xcf33

Re: Another basic question

Nantucket

Re: Another basic question

Rajan Mayekar

Re: Another basic question