CiviCRM Community Forums (archive)

Hi all
very excited about 4.5 - so many great new toys..

The following is a usability suggestion, not a bug as such - so apologies if this is in the wrong place:   

I have been thinking a bit about Campaign Reports, as i have been working with them for some clients.

At the moment when you turn on the Campaign Component -
A menu item is added to 'Reports' - that is 'Campaign Reports'
This currently only has a single report template  - 'Survey Details'

This seems a little odd as Surveys are only one of the three standard Campaign elements,  as viewable in the tabs on the Campaign dashboard.  These are Surveys, Petitions, and Campaigns -

I get the idea that the suggested way to report on generic Campaigns is to use Activities -
and the great work people have been doing at the Documentation Dash reflects this - the latest wording for Campaign Reports essentially says - just use Activities, and it also doesn't actually mention 'Survey Details' - I figure, at the very least this wording should probably be expanded on where to exactly find the Activity report - Which would be using the template under the menu Contact reports / Activities.

However - an even cleaner solution would be to essentially duplicate that Activities template and add it into the Reports / Campaign Reports menu - it could be simply renamed 'Campaign Activities' and perhaps a dummy campaign could even be created and then pre-selected in this report - It seems this reasonably simple fix would be more logical for folks to get started..

In addition we could easily do the same, but with the Activity type 'Petition Signature' selected - as a template for a Petition Report. This Report could simply be titled 'Petition Respondents' Or similar.  But again, it would be ideal if this was added as a pre-created template under 'Campaign Reports' making up three basic reports for the three forms of campaigns.

Then the Documentation would need to be adjusted to reflect this. If the above suggestions are as easy to implement as i hope, the new documentation wording could be similar to what follows:

Campaigns can be made up of many components so there are many potential options for campaign reporting.

Once CiviCampaign has been enabled you will be able to add a column showing the associated campaign to existing reports such as contribution, pledge, event, mailing and membership reports.  In addition you will be able to "filter by campaign" to restrict the records displayed in these reports.

The activity report found under 'Contact reports' can be configured to display both the campaign and the engagement index and can also be filtered on either or both criteria.

There are also three example template reports that become available once CiviCampaign has been enabled under the 'Campaign Reports' menu. These are 'Campaign Activities', 'Survey Details', and 'Petition Respondents'

'Campaign Activities' is a useful template to begin with if you want to report on one or several activities, from one or several campaigns.  The 'Petition Respondents' report selects contacts with the Activity type 'Petition Signature'. Users can simply change which Campaign(s) they belong to. 'Survey Details' is a report template more specifically for reporting on canvassing, phone-banking, walk lists or other surveys.