CiviCRM Community Forums (archive)

Hello,

I am a new user to CiviCase.  We are implementing CiviCase in a social service organization and would like to be able to print out reports based on the Case types over a certain period of time.  For instance in the past month how many Cases did we serve dealing with Heating Assistance, Rent Assistance, Employment, Legal Aid etc...

I imagine others are interested in tracking this also, but I can't figure out the way to view this.  I am comfortable coding in PHP and MYSQL and could see myself hard coding a page to query the DB directly, but is this necessary? 

I've looked at creating a new report from a template, but can't figure out how to get access to the CiviCase data.

I've seen mention of "hooks" but can't really find an explanation of what that means or how/where to use them. 

Finally, where are the report files stored in the Civic directories?  I've poked around but can't find them.

Thanks for any insights.

Dan

One other aspect of my challenge is that I seem to have limited access to the generic Activity Report in the Reports menu.  I can pull up the Initial page when selecting Reports -> Activity Report,  but if I select print report or PDF I get an plain black text on a white background error page saying I don't have permission to access /administrator/ on this server.  This error is confusing me because there is no problem accessing the initial administration pages which are also found in the /administrator/ directory.

Any thoughts out there about this?

Cowboy,

Thanks for the clarification.  I have discovered that within the Registered Templates page there are two reports listed associated with Civicase. 

Case Time Spent Report
Case Summary Report

I can't figured out how to get these listed in the Reports menu though.
They are listed as enabled in the Template Manager.

I had removed a number of reports (Membership, Grants, Events)  upon the initial install to minimize the choices.  Right now in the Report Listing Page I can only see the sections labeled Contact Reports and Mail Reports.  I can't remember how to edit this list.  I feel like I've looked  at every option the the Administer menu.

Thanks!

Cowboy,

Awesome! Thanks so much.  That is exactly what I was missing.  However the error I mentioned above pops up when I try to save the Report.

Hopefully someone else has some insight about why the error is happening.

Thanks Again!

It's not a directory structure, just a way of mapping urls to code functions.

Anyway usually there is an "index2.php" somewhere in there with Joomla. Looking at the public demo, which seems to have civicase enabled at the moment, the url looks like this:

http://joomla.demo.civicrm.org/administrator/index2.php?option=com_civicrm&task=civicrm/report/case/summary&reset=1

That index2.php is actually a Joomla file AFAIK. Perhaps take a fresh copy of Joomla and make sure you have all the files...