CiviCRM Community Forums (archive)

Hello there,

I’m starting to develop some custom search and report functionality that will use relationships to allow people to search and report on activities of individuals based on data about their organisation.

I hope this will be generally useful at some point in the future but am starting with my particular  use cases which go along the lines of:

* Report on the number of organizations working with disabled people that have sent people on a training course this year
* Send an email to all trustees of organizations that work with children and young people
* Find out how many hours of support we have delivered to faith based groups this year

I’ve started a wiki page to outline how the query will be structured and so on. http://wiki.civicrm.org/confluence/display/CRMDOC/Activity+search+based+on+related+contact+data.  It would be great to hear from you if you have done anything similar that you think would be useful, or you would like to contribute to this functionality in some way, and of course if you are a CiviCRM guru, it would be great to hear what you think about this approach, how I can simplify it, etc.

Key to my approach, and key to making it generalisable is being able to replicate custom fields that apply to organisations and to activities in the custom search form.

I am also hoping that I will be able to redeploy a couple of already existing queries to do the majority of the leg work.
Does this sound feasible?  Any pointers at this early stage?

Hi Emily,

Yes I saw that work you have been doing.  It does look similar and will most likely use it as my starting point.

Thanks,
Michael