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  • user needs report, sql query is working, now what?
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Author Topic: user needs report, sql query is working, now what?  (Read 5527 times)

netvigator

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user needs report, sql query is working, now what?
April 17, 2008, 08:31:13 am
Sorry for such a basic question, but I am a CiviCRM total newbie and no one in our organization is expert.

A user asked for a custom report.  I worked out the SQL query for the report that the user requested.

I need to allow the user to select the custom report off a menu or report list, as the user who needs the report does not do SQL queries.

Is this covered in a manual somewhere?

Thanks,

Dave Greenberg

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Re: user needs report, sql query is working, now what?
April 17, 2008, 04:24:05 pm
I'm not clear on how you want the user to run the report? Other than just having the user run it in phpMyAdmin - your options are:

1. Use the CiviCRM custom search framework to implement your query as a "search". This is cool because it will allow your user to control criteria that are relevant to the search (e.g. a date range or ...). You control the search result columns and the user can export or take other "actions" with the returned records.

http://wiki.civicrm.org/confluence/display/CRMDOC/Custom+Search+Components

2. Use Eclipse's BIRT (open source reporting engine - requires Java) to create a report "around" your query. Or use another report builder like Crystal Reports.

In any case, adding a menu link to the report is done (for now) via your CMS (Drupal or Joomla). Upcoming versions of CiviCRM will source menu items from the DB and will make it possible to add custom menu options directly into the CiviCRM menu block via DB configuration.
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netvigator

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Re: user needs report, sql query is working, now what?
April 17, 2008, 04:39:18 pm
Dave,

Maybe the custom search framework is the way to go for now.  The user that needs this report works off the web interface -- she does get into phpMyAdmin.

We do not need an actual menu link, but she should be able to run the report by clicking with her mouse.

Thanks,

netvigator

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Re: user needs report, sql query is working, now what?
April 22, 2008, 04:11:43 pm
Dave,

Is the CiviCRM custom search framework available in version 2 only?   One of our IT people says so.  We are not on version 2 yet. 

Please clarify.

Thanks,

Donald Lobo

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Re: user needs report, sql query is working, now what?
April 23, 2008, 02:11:37 am

yes, this is part of v2.0. you will need to upgrade to use this feature

lobo
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  • user needs report, sql query is working, now what?

This forum was archived on 2017-11-26.