Author Topic: Customizing Report Headers and Footers (Read 1008 times)

mbriney · March 22, 2011, 11:11:15 am

When you create a new report in CiviCRM the default headers and footers are injected directly into the report. These items are hard coded in the file

civicrm > CRM > Report > Form > Instance.php

I would like to allow you to customize the default options through a setting inside CiviCRM. This would allow people to include logos or wrap reports in their own email template, provide custom help text, etc.

I was thinking of adding the items to either the Domain Information page or the Miscellaneous page under the Admin > Configure menu. We would want this to be something that could be added back to core so everyone could use it. Any opinions on what the best practices should be?

lcdweb · March 22, 2011, 11:20:55 am

how about extending the purpose of the headers/footers/automated messages tools currently used for civimail resources.

that might lend itself toward more advanced features, such as creating multiple report headers/footers that can be selected and used in a report (one of which is the default), rather than just prepopulating the text box.

on a related note --
i would love to see some rethinking with those elements. rather than have the html/body tags opened in the header and closed in the footer, i think they should be hardcoded. and the purpose of the header/footer be solely design/layout oriented (rather than to define the basic html structure). we would need to think through the use cases though.

Donald Lobo · March 22, 2011, 01:06:46 pm

Matt:

We should follow lcdweb's suggestion of re-using the table:

civicrm_mailing_component

We'll also have to either extend and/or deprecate the header / footer and get folks to reenter them in the new format

would be a good addition

lobo

mbriney · March 22, 2011, 01:30:12 pm

I am thinking too that we might want to allow the user to customize different default headers for mailing and reports. In our use case we would not want the default to be the same as our primary email template.

Donald Lobo · March 22, 2011, 03:16:07 pm

u can create a new type (its an enum) called ReportHeader and ReportFooter

and hence have a different default than mail header/footer

lobo

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Author Topic: Customizing Report Headers and Footers (Read 1008 times)

mbriney

Customizing Report Headers and Footers

lcdweb

Re: Customizing Report Headers and Footers

Donald Lobo

Re: Customizing Report Headers and Footers

mbriney

Re: Customizing Report Headers and Footers

Donald Lobo

Re: Customizing Report Headers and Footers