CiviCRM Community Forums (archive)

I'm trying to add the details for Contact B (address, phone number, etc.) in the Contact Relationship Report.  It seems like it should be an easy thing to do but I can't seem to sort it out.

I've checked this: http://forum.civicrm.org/index.php/topic,24263.msg101939.html#msg101939 and tried to insert the code but the post is about a year old and, for whatever reason, it's not working.

I also checked out the Extended Relationship Report from the Extended Report extension.  It has everything I need but is, for some reason, based on Case and Case ID.  I'm not using CiviCase and wasn't able to extract the Case information for my custom report.

Can anyone point me in the right direction?

Thanks!

Eileen -

When I attempt to use the Extended Relationship Report, I get a syntax error on run.  My opinion is that it is looking for case ID but since we don't have CiviCase enabled, it is not even finding the table and thus throwing the syntax error.  I haven't looked deeper because, since Case ID is selected by default in the report criteria, I assumed it was a case based report linking relationships to contacts related to a case. 

The criteria selection screen is attached.

I pushed a few fixes onto that report so if you want to grab the latest version....

Yes, uninstalling & re-installing should work - as long as the files are removed inbetween (which I think may not happen automatically in later versions of civi)

Alternatively you can get the code from git -

git clone https://github.com/eileenmcnaughton/nz.co.fuzion.extendedreport.git

Or download it as a zip & replace the files

https://github.com/eileenmcnaughton/nz.co.fuzion.extendedreport/archive/master.zip

Hmm - did you use uninstall & re-install - Maybe I need to increment the version

Sorry it has taken me so long to get back to you.  I'm actually at CiviCamp in Washington, DC right now and it has been a full day!

I tried the new files you sent and replaced all the files in the extension with the new files.  I completely blew away all the files from the old version and replaced them with the contents of the zip.  No luck.

However, since you incremented the version, Civi saw the upgrade available.  I did the upgrade and now everything seems to be working perfectly!  I haven't had a chance to play with it to make sure I have all the fields I need but email works, addresses work, and everything else seems ok at first glance!  I'll keep playing with it to make sure but so far, it is perfect.

Just for the record, I want to be clear about what this does for us.  Being able to output the relationships with the additional data is HUGE.  I have one person in my office who maintains a contact spreadsheet.  She takes data from three different sources (sometimes more) and compiles it into a spreadsheet.  This data changes weekly.  She maintains the spreadsheet, updates it and then emails it to everyone in our org periodically.  Now, with your extension, everyone can pull the info they need, when they need it and she only has to update the records that have changed.  You've saved us at least two to three hours of labor each week.  Not much on the surface, but over the course of a year, we're talking nearly 200 hours of labor minimum!  That's almost $4,000 that will go to our cause instead of to updating spreadsheets!  THANKS!

--Damon