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NYC CiviCRM Meetup - September 7th
September 7th, 2010
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Configuring, Customizing and Extending CiviCRM - New York
September 16th, 2010
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CiviCRM User and Administrator Training - New York
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CiviCRM Code and Test Sprint - New York
September 18th, 2010
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September 21st, 2010
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CiviCRM Philly Meetup – September 2010
September 23rd, 2010
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CiviCRM Seminar - Dublin
September 28th, 2010
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London developer and implementer training
September 30th, 2010
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London user and administrator training
September 30th, 2010
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Berlin user and administrator training
October 6th, 2010
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Berlin developer and implementer training
October 7th, 2010
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Benelux meetup in Brussels: Connect, communicate and activate your supporters and constituents
October 11th, 2010
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CiviCRM Toronto Meetup
October 19th, 2010
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CiviCRM Toronto Meetup
November 16th, 2010
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CiviCRM Components

Tools for engaging your supporters...

CiviContribute


CiviEvent


CiviMail


CiviMember


CiviReport


CiviReport: A new reporting framework for CiviCRM

Not Just a Contact Database

These optional components give you more power to connect and engage your supporters.

  • civiEVENT

  • Online event registration and participant tracking.

  • civiMEMBER

  • Online signup and membership management.

  • civiMAIL

  • Personalized email blasts and newsletters.

  • civiREPORT

  • Report generation and template management.

May 8, 2009 - 13:38 — lobo

One of the reported shortcomings of CiviCRM has been the perceived "lack of reporting functionality". This is true to a large extent, but our hope was that most folks would either use

  • Traditional reporting solutions: BIRT, Jasper Reports and/or Crystal Reports. We demoed an integration with BIRT a few releases back, but this did not get any traction. There are a couple of larger deployments that have built custom reports using BIRT and Jasper.
  • Views2 and CiviCRM integration. However the lack of grouping / sub-total functionality has prevented this from being a complete reporting solution. This is also a drupal only solution
  • Custom Drupal modules / Joomla components. Quite a few folks have gone down this path, but there has not been a lot of sharing of these reports within the community

Based on the success of Custom Search, we decided that shipping CiviCRM with a few good reports was a good goal for 2.3. This initiated CiviReport - The Return. The goal was to build a simple code based reporting framework that we could use to write reports fairly quickly. The same interface would be exposed so other developers could contribute their custom reports to core (in a manner similar to custom search).

Deepak, Yashodha and I kicked off this project approx two weeks ago. We decided to specify and build three custom reports and get a better idea on the common themes within these reports. We chose Contribution Summary, Contribution Detail Reports and Activity Report (specified by Wes Morgan and his team at the Public Interest Network). We iterated over the process a few times and had a fairly good code interface and base class for these 3 reports. Our early work included PDF generation (thanx to dompdf) and pagination.

We gave a demo of CiviReport to some users at Penguin Day. The group was quite excited and offered a lot of suggestions, requests and ideas. Chief among them was support for CSV export and inclusion of custom fields. We repeated the process at Developer Camp and also had a few indepth sessions on this. We got two more specifications: Repeat Donations Detail/Summary from Tomas at Wikimedia Foundation and a Walk List Report from Alice Aguilar at Progressive Technology Project. The Repeat Donation report is a fairly complex report and sent us back to the drawing board to restructure the code and interfaces. This discussion also made us think a lot more about linking detailed reports to summary reports, including sub-totals and making more use of group by. CiviReport has learnt quite a few things from Views2 and allows a lot more flexibility with regard to both arithmetic and string operators. We've also introduced the concept of "relative" dates and a large set of pre-defined relative date ranges (current/previous year/quarter/month/week/day)

You can see a demo of the contribution reports on our sandbox server:

http://sandbox.civicrm.org/civicrm/report/contribute/summary?reset=1&force=1
http://sandbox.civicrm.org/civicrm/report/contribute/detail?reset=1&force=1

CiviReport also has support for graphs. A contribution summary bar or pie graph can be generated quite easily





The Contribution Summary Report also links to Detailed report, for e.g

1. If one of the column is contact, then each row of that column points to detailed report for the particular contact.
2. For a group by "receive date with a monthly frequency", then the periods in each row for that column links to detailed report with all the contributions for that period.

You can also see the Repeat Donation Summary and Detail reports here

http://sandbox.civicrm.org/civicrm/report/contribute/repeatSummary?reset=1&force=1
http://sandbox.civicrm.org/civicrm/report/contribute/repeatDetail?reset=1&force=1

We are working closely with the Wikimedia foundation and Four Kitchens to improve CiviReport. The current plans calls for backporting CiviReport to the 2.2 branch with a release sometime in the next couple of months

Comments

ACL issue

http://sandbox.civicrm.org/civicrm/report/activity

you don't need to login to see the report

Will have a seperate permissioning hierarchy ...

Reports will have custom permissioning. We have not yet implemented any permissioning within CiviReport but the goal is to allow the admin to set who can see what report, including volunteers or anonymous users

lobo

Sounds great

But it shouldn't be specific to report, I'm sure a lot of other features could benefit from a better ACL.

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